Here is what’s on deck for next week at Pineapple:

Tuesday, September 15th | In-Person at Head Office & Virtual

11:00 AM – 12:00 PM ET | EQ Bank Lunch and Learn

  • Guest Presenters: Lukasz & Kristin (Underwriter, EQ Bank)
  • What We’re Covering:
    • Business for Self (BFS) Deep Dive: Complete walkthrough of EQ’s BFS program, including Contributory Income, Executive Relationship Program (ERP), and flexible pricing options.
    • Direct Underwriter Access: Workshop your active, complex self-employed files and live scenarios face-to-face with Kristin!
    • Deal Generation: Learn strategic ways to position these niche BFS tools to capture more market share and close more deals this fall.

12:00 PM – 12:30 PM ET | Complimentary Catered Lunch from EQ bank

  • Stick around, grab lunch catered by Lukasz, and connect with the EQ Bank team!

12:30 PM – 12:50 PM ET | Market Pulse with CEO Shubha Dasgupta

  • Join Shubha live for a quick 20-minute macro breakdown, rate outlook, and advisor positioning as we step into fall.

📥 Attending In-Person? Please like this post or drop a comment below so we can lock in an accurate headcount for lunch!

📍 Click here for directions to Head Office

Bring your active files, grab your spot, and let’s make it a high-value week! 🍍

Thursday, September 17th | Virtual Tech Launch

11:00 AM – 11:30 AM ET | Virtual Tech Training: Maui Lender AI Launch!

  • The Scoop: Get ready to level up how you work! We’re thrilled to roll out our newest internal innovation: Maui Lender AI—built to make your deals simpler, faster, and give you complete confidence on every file.
  • Why You Need This: Say goodbye to searching through 80-page guideline PDFs or waiting hours for BDM callbacks. Maui Lender AI gives you instant, 24/7 deal-specific underwriting answers tailored directly to your active deal’s lender.
  • 30-Min Virtual Sprint: Join us live online for a quick 30-minute walkthrough to see it in action!
  • Upcoming Launch Dates: Thursdays — Sep 10th, Sep 17th, & Sep 24th

💻 How to Join: Block 30 minutes on your calendar and Click Here to Join the Google Meet Session.

📍 Click here for directions to Head Office

Bring your active files, grab your spot, and let’s make it a high-value week! 🍍

📍 Click here for directions to Head Office

Other Training Resources

  • Pineapple Juice: Our all-in-one learning platform. Check out Learning Paths for curated skill plans (compliance, marketing, payroll) and the Knowledge Base for 24/7 access to training videos and forms.
  • PineappleONE Video Map: Your quick visual guide with instant access to every tutorial needed to navigate our system like a pro.

 💡 Pineapple Pro-Tip:Enhanced Purchase Calculator

  • The Purchase Calculator now features custom scenario names, a highlight option, and a comparison table!
  • Open a deal & navigate to the calculator on the left-hand side to auto-populate the deal data (or start fresh here). 
  • Deliver a professional PDF that lets clients compare options side-by-side to confidently make a decision.

Mon Tue Wed Thu Fri
Aug 31 1

🏦 11:00 AM – 12:00 PM ET
Lunch and Learn: Bridgewater Bank with Matt Royston & Landon Dziadyk

🥪 12:00 PM – 12:30 PM ET
Complimentary Lunch

📈 12:30 PM – 1:30 PM ET
Full-Hour Market Update with Shubha Dasgupta
2 3 4
7 8

In-Person at Head Office & Virtual

🏛️ 11:00 AM – 12:00 PM ET
Strive Lunch & Learn

🥪 12:00 PM – 12:30 PM ET
Complimentary Lunch

📈 12:30 PM – 12:50 PM ET
Market Pulse with CEO Shubha Dasgupta
9 10

Virtual Tech Launch

11:00 AM – 11:30 AM ET
Virtual Tech Training: Maui Lender AI Launch!
11
14 15

In-Person at Head Office & Virtual

🏦 11:00 AM – 12:00 PM ET
EQ Bank Lunch and Learn

🥪 12:00 PM – 12:30 PM ET
Complimentary Catered Lunch from EQ Bank

📈 12:30 PM – 12:50 PM ET
Market Pulse with CEO Shubha Dasgupta
16

📍 12:00 PM – 4:00 PM ET
Pineapple Lender & Vendor Speedating
Pineapple Head office
17

Virtual Tech Launch

11:00 AM – 11:30 AM ET
Virtual Tech Training: Maui Lender AI Launch!
18
21 22 23 24 25
28 29 30 Oct 1 Oct 2

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