Action Planning & Readiness for Mortgagers and Lenders

Mortgagers and LendersClass 3: Action Planning & ReadinessWorkshop

Aug 23

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.

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).

Certification:

Participants completing all four courses are eligible for Pivot Certification, recognizing applied mastery of data-driven mortgage recovery strategies.
Certification is 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.

Learn more about Certification

Materials:

Participants receive access to the Pivot to Opportunity Dashboard during the workshop.
Participants receive a free 3-day trial to the Pivot to Opportunity Dashboard upon workshop completion.