Mortgage Recovery 4-Course Series: From Insights to Implementation
The Mortgage Recovery 4-Course Series is a structured, quarter-long program designed for mortgage servicers, lenders, and creditors to leverage data for improved borrower outcomes, reduced delinquency, and stronger portfolio performance. Participants gain hands-on experience using community and borrower data to identify high-risk areas, design actionable programs, and pilot solutions with measurable impact.
Included Courses & Objectives:
Data Insights: Analyze borrower and market data to uncover opportunities and risks.
Strategic Leadership & Design: Translate insights into actionable strategies and program designs aligned with organizational and regulatory goals.
Action Planning & Readiness: Develop operational plans, assign roles, and assess organizational readiness for execution.
Pilot Implementation: Launch and refine small-scale pilot programs with expert coaching to ensure scalability and measureable results.
Who Should Attend:
Mortgage servicers, lenders, and creditors seeking a structured, data-driven approach to improve recovery, mitigate risk, and expand lending effectiveness.
Program Structure & Schedule:
Four sequential courses over a 12-week quarter.
Courses offered in multiple time slots to accommodate organizational schedules.
Pilot Implementation runs for four weeks with ongoing coaching and practical exercises.
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.
Value to Your Organization:
Reduce Delinquency & Risk: Identify at-risk borrowers early and tailor interventions.
Data-Driven Decisions: Apply actionable insights to strategic and operational plans.
Scalable Programs: Pilot solutions locally and scale across your portfolio with confidence.
Regulatory Readiness: Strengthen compliance and reporting for fair lending and CRA requirements.
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.
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Add-ons (available at any tier):
On-site Support: Billed at cost
Printed participant workbooks: $25/person
Extra follow-up coaching sessions or data support: $350/hour
