Pilot Implementation for Mortgagers & Lenders
The Pilot Implementation is a unique opportunity for training participants to apply the skills they’ve learned - think of it like the “final project” when you were in school. The Pilot Implementation is held either with strictly members of your own company or individuals can participants can engage in an existing Pivot-led project.
The Pilot experience is richer if you participate with a group of other staff from your company who may be in other roles across departments. This provides you with an opportunity to understand how various departments should work together to improve the overall performance and efficiency of your organization.
This final workshop prepares participants to put their plans into practice on a small scale. Teams will learn how to design pilot programs that test strategies in real borrower markets, collect feedback, and measure early performance before scaling up. Guidance is provided on monitoring progress, making data-driven adjustments, and demonstrating quick wins that build momentum internally and externally. By the end of this session, organizations will be ready to launch a pilot that validates their approach, reduces implementation risk, and lays the foundation for full deployment.
Pilot Implementation – Individual Track
For individual participants, Pilot Implementation provides a hands-on opportunity to engage in a live project already underway with Pivot Partnerships. Participants will join a structured pilot—such as a borrower recovery initiative, early delinquency intervention, or community outreach effort—and contribute to real-world implementation activities. Weekly sessions include guided exercises, progress updates, and applied learning opportunities. This track gives individuals practical experience with pilot testing while offering insight into how recovery strategies can be scaled within their own organizations.
Pilot Implementation – Organization Track
For organizations, Pilot Implementation becomes a customized project tailored to your company’s unique portfolio and challenges. Pivot Partnerships works directly with your leadership team to design and run a dedicated pilot—such as testing new outreach methods, borrower engagement strategies, or delinquency reduction approaches. Weekly sessions combine structured learning with project-specific execution, and Pivot provides coaching, facilitation, and a tailored Pilot Report summarizing results and recommendations. This track is structured as a sponsorship investment, positioning your organization at the forefront of innovation while directly addressing priority business needs.
Included with all Organization Tracks:
Custom pilot design with leadership input
Weekly working sessions with Pivot facilitators (4 weeks)
Applied project execution in real borrower markets
Final Pilot Report (PDF) with lessons + recommendations
Option to present results to leadership team
Counts toward series completion & certification eligibility, designed to ensure participants not only learn the concepts but also apply them in real-world settings.
Objectives:
Test and refine strategies in a controlled environment before scaling.
Modules:
Launching a Recovery Pilot - Select a borrower segment and test targeted interventions (for Loss Mitigation Team).
Outreach Execution - Implement tailored communications and assistance offers, tracking responses and outcomes (for Outreach Specialists).
Compliance & Reporting Pilot - Generate pilot and compliance reports to identify gaps before full rollout (for Compliance Officers).
Evaluation & Scaling Decisions - Review pilot metrics, refine strategies, and prepare a roadmap for organization-wide adoption (for Executives & Leadership).
