Data Insights for Mortgagers and Lenders

Mortgagers and LendersClass 1: Data InsightsWorkshop

Aug 23

This workshop equips mortgage professionals with the ability to harness data for smarter decision-making. Participants will learn how to analyze community and borrower datasets to uncover patterns in delinquency, identify underserved lending markets, and assess the underlying conditions driving borrower challenges. Through hands-on exercises with interactive dashboards, attendees will practice segmenting markets, spotting risks, and discovering opportunities for growth. By the end of the session, teams will have a clearer picture of where their markets are and what issues need to be addressed first.

Objectives:

Build the foundation for data-driven decision-making in mortgage servicing.

Modules:

Understanding Delinquency Trends - Use the dashboard to analyze delinquency rates, borrower risk factors, and early warning signals (for Analysts, Servicers)
Segmentation for Recovery Potential - Identify which delinquent accounts are most likely to be brought current with targeted interventions (for Loss Mitigation Specialists).
Borrower Financial Stress Profiles - Automate insights into borrower financial stressors to tailor outreach strategies (for Borrower Outreach Specialists).
Compliance-Ready Analytics - Learn how to extract data and create reports that align with regulatory requirements (for Compliance Officers).

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.