Class 3: Action Planning & Readiness for Mortgagers and Lenders
This workshop moves from strategy into execution by helping teams create practical, step-by-step action plans. Participants will define roles, allocate resources, set measurable goals, and establish timelines that ensure organizational readiness for rollout. Emphasis is placed on building cross-department alignment (servicing, risk, compliance, and outreach) so that plans are realistic and sustainable. By the conclusion, each team will leave with a readiness checklist and an actionable roadmap tailored to their organization’s needs.
Course Delivery Format:
Virtual Live
Objectives:
Build practical frameworks for execution, resource allocation, and accountability.
Modules:
Operationalizing Borrower Segmentation - Assign staff, budgets, and timelines to different borrower groups (for Managers and Loss Mitigation Specialists).
Designing Assistance Pathways - Map borrower stress profiles to the right programs (payment deferrals, modifications, forbearance) (for Outreach Specialists).
Metrics & Evaluation Frameworks - Develop KPIs such as recovery rate, outreach success, and compliance turnaround times (for Analysts & Compliance Officers).
Cross-Department Alignment - Create shared dashboards and workflows that keep servicers, compliance, and executives aligned (for Leadership Teams).
Materials:
During the workshop, participants receive access to data for a random geography provided by Pivot.
Participants receive a free 3-day trial to the Pivot to Opportunity Dashboard upon workshop completion.
Pivot cannot guarantee that the data provided during your 3-day trial will be specific to the region you work in.
Certification:
Participants completing all four courses are eligible for Pivot Certification, recognizing applied mastery of data-driven mortgage recovery strategies.
Certification fees begin at an additional $350 per participant, after completing all four courses.
Single-course attendees can accrue credits toward certification if they later complete the full series.
Sign Me Up!
Contact us at 520-405-2029 or info@pivotpartnerships.org to register for Small Group, Team, and Enterprise discounts.
Data Review Disclaimer
By providing data for review, the client acknowledges that all datasets must be clean, accurate, and in a usable format prior to submission. Pivot Partnerships does not assume responsibility for performing extensive data cleanup, though minor formatting adjustments may be made as needed to complete the purchased service.
Any data files submitted to Pivot Partnerships for review will be used solely for the purpose of delivering the purchased service. Pivot Partnerships will not return modified or cleaned datasets to the client. Unless the client provides written instructions to the contrary, Pivot Partnerships will securely delete all submitted data upon completion of the engagement.
Refund & Cancellation Policy
Certifications
No refunds are available for certification fees (individual or organizational).
Courses (Individual Registrations)
Refunds:
100% refund (minus 25% cancellation fee) if canceled 14 or more days before the course start date.
No refunds within 14 days of the course start date.
Credits:
Cancellations made 5 or more days before the course start date are eligible for a credit toward a future course of equivalent value.
Credits are valid for 6 months, are non-transferable outside the original registrant’s organization, and must be redeemed using the original receipt number.
Credits respect the original purchase value, including any discounts applied.
No-shows without prior cancellation are not eligible for refunds or credits.
Full Course Series Purchases
Refunds are not available for bundled or series purchases.
Registrants may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Multi-Seat Purchases (Organizations/Groups)
Refunds are not available for multi-seat purchases.
Organizations may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Fairness Statement
This policy ensures fairness to all participants and allows us to maintain the quality and consistency of our programs.
