Class 2: Strategic Leadership & Design for Mortgagers and Lenders

A collaborative session for leadership teams to translate data findings into clear strategies, program designs, and organizational priorities.

(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