Mortgagers & Lending
Is Pivot for Me?
The specific needs of frontline staff, managers, and executives in the mortgage and lending space differs, and Pivot provides resources and tools to meet their needs. Pivot’s tools deliver value across your organization while preparing for industry shifts and daily tasks.
Let us help you!
My Role - Executive/Decision-Maker
Understand portfolio performance, ROI of recovery efforts, and benchmarks against industry standards. Requires dashboards and reports to guide strategic decisions, budget allocations, and investor communications.
My Role - Borrower Outreach Specialist
Receive prioritized lists of high-risk borrowers and automated insights into their financial stressors. Wants actionable recommendations and clear reporting to engage households effectively and efficiently.
My Role - Mortgage Servicer
Quickly identify at-risk borrowers and segment them by likelihood of recovery to prioritize outreach. Wants dashboards that give real-time visibility into delinquency trends and actionable insights to optimize staff resources.
My Role - Loan Officer
Access borrower payment histories and predictive risk scores to offer tailored repayment plans. Also wants to generate customized scripts or guidance for borrower communications to improve engagement.
My Role - Risk Manager
Monitor portfolio health, forecast losses, and anticipate geographic or loan-type concentrations of risk. Requires analytics and visualizations to inform proactive strategies that reduce financial exposure.
My Role - Compliance Officer
Ensure all borrower engagement and servicing practices meet federal and state regulations. Requires audit trails and compliance-ready reporting to demonstrate adherence to fair servicing and regulatory requirements.
Let’s Get Started.
info@pivotpartnerships.org
(520) 405-2029
Monday through Friday 8a to 8p (Eastern)