Certification: Mortgagers & Lenders
The Pivot Certification Pathway helps mortgage servicers and lenders strengthen operations, improve borrower outcomes, and elevate their standing in the industry. Through a structured three-tier system, organizations gain recognition not only for internal excellence but also for their leadership and impact in the communities they serve.
THE DETAILS
Single course attendees accrue credits toward certification if they later complete the full series.
The certification fee is in addition to the per course registration fee, unless otherwise noted.
Digital certificate of completion with access to a certificate verification portal for employers or partners.
Certification is tier-agnostic: All individual course participants are eligible, irrespective of the Tier purchased but Tier 3 - Premium Data Strategy Package participants may get additional recognition for completing Pilot Implementation with applied results specific to their organization.
INDIVIDUAL CERTIFICATION
Become a professional with the knowledge and skills to drive data-informed strategies and improve borrower outcomes. By completing all four courses in the Mortgage Recovery Series, professional certification recognizes your mastery of data-driven strategies for borrower recovery, risk management, and pilot implementation. Receive a digital certificate and badge to showcase your expertise and readiness to lead data-informed mortgage initiatives.
ORGANIZATION SPONSORED CERTIFICATION
Corporate level certification recognizes mortgage servicers and lenders that invest in both their teams and their operations. Companies progress through training, a performance audit, and community impact initiatives to demonstrate measurable results in servicing excellence. Certification signals to regulators, investors, and borrowers that your organization is not only compliant, but also committed to industry leadership and community well-being.
While individual certification equips staff with personal skills and recognition, organizational certification transforms performance at scale with your employees knowing your organization supports their efforts to be more effective.
FOUNDATIONS
(Pivot Certified)
What It Means:
Organizations complete the Pivot Class Series (Data, Strategy, Implementation) to build a strong foundation in data-driven decision-making and borrower engagement.
The entire team is aligned through training, recognition tools, and entry-level community engagement—ensuring consistency across operations.
EXCELLENCE
(Pivot Performance Certified)
What It Means:
We conduct a Pivot Performance Audit, evaluating current operations against our Opportunity to Pivot Dashboard and delivering custom recommendations that drive measurable servicing outcomes.
Organizations gain a performance audit, benchmarking insights, executive briefings, and tailored community service opportunities that directly support business and borrower goals.
LEADERSHIP
(Pivot Vanguard Certified)
What It Means:
Organizations become Pivot Partners, applying Pivot data insights not only to internal operations but also to community reinvestment and borrower well-being.
The organization is positioned as an industry leader with strategic sessions, case study features, speaking opportunities, and signature community initiatives that highlight lasting impact.
Bundling
Pivot Certification can be purchased stage-by-stage or bundled for greater value.
Bundles give your organization immediate savings, faster recognition, and simpler contracting.
