A hands-on workshop teaching mortgage professionals how to analyze community and borrower data to uncover market opportunities and risk patterns.
(Tier 1) Core Workshop:
3-hour interactive session using the Pivot to Opportunity Dashboard
Pre-session needs assessment (focus on housing/lending priorities)
Sector-specific exercise packet
Participant materials in electronic format
Post-workshop summary sheet
(Tier 2) Enhanced + Action Support
Everything in Core Workshop, plus:
Branded/customized exercise packet with your organization’s logo and lending focus.
Facilitator review of team action plans with written feedback
1-hour follow-up coaching call (within 30 days) to troubleshoot implementation
Recording of the workshop
INTERNAL DATA REVIEW:
Includes review of summary-level datasets or up to 5,000 records.
Additional records, raw transaction-level data, or datasets beyond this scope can be provided for an additional quoted fee.
(Tier 3) Premium Data Strategy
Everything in Core Workshop and Enhanced + Action Support, plus:
Pre-workshop review of your loan performance & servicing datasets (up to 3 hours of prep)
Fully customized workshop examples tied to your lending/service areas
A Lending Insights Report (PDF) with maps, delinquency trends, and recommended growth/risk strategies
Two 1-hour follow-up coaching sessions over 90 days
Priority scheduling + repeat-client discount
INTERNAL DATA REVIEW
Includes review of up to 50,000 records or a representative portfolio sample.
Review of larger datasets or full portfolios is available as a customized service for an additional fee
A hands-on workshop teaching mortgage professionals how to analyze community and borrower data to uncover market opportunities and risk patterns.
(Tier 1) Core Workshop:
3-hour interactive session using the Pivot to Opportunity Dashboard
Pre-session needs assessment (focus on housing/lending priorities)
Sector-specific exercise packet
Participant materials in electronic format
Post-workshop summary sheet
(Tier 2) Enhanced + Action Support
Everything in Core Workshop, plus:
Branded/customized exercise packet with your organization’s logo and lending focus.
Facilitator review of team action plans with written feedback
1-hour follow-up coaching call (within 30 days) to troubleshoot implementation
Recording of the workshop
INTERNAL DATA REVIEW:
Includes review of summary-level datasets or up to 5,000 records.
Additional records, raw transaction-level data, or datasets beyond this scope can be provided for an additional quoted fee.
(Tier 3) Premium Data Strategy
Everything in Core Workshop and Enhanced + Action Support, plus:
Pre-workshop review of your loan performance & servicing datasets (up to 3 hours of prep)
Fully customized workshop examples tied to your lending/service areas
A Lending Insights Report (PDF) with maps, delinquency trends, and recommended growth/risk strategies
Two 1-hour follow-up coaching sessions over 90 days
Priority scheduling + repeat-client discount
INTERNAL DATA REVIEW
Includes review of up to 50,000 records or a representative portfolio sample.
Review of larger datasets or full portfolios is available as a customized service for an additional fee
