Strategic Leadership & Design for Mortgagers and Lenders
Building on the insights uncovered in the first workshop, this session focuses on translating data into strategy. Leaders and managers will work collaboratively to set priorities, design responsive lending or recovery programs, and align initiatives with regulatory and organizational goals. The workshop emphasizes leadership’s role in connecting data to vision, and in designing strategies that balance business performance with borrower support. By the end, participants will have draft program models that are actionable, scalable, and mission-aligned.
Objectives:
Align organizational structure and goals with mission, vision, and regulatory context.
Modules:
Mission-Driven Servicing - Assess whether organizational practices are structured to keep borrowers in their homes while protecting assets (for Executives & Leadership Teams).
Designing Effective Recovery Strategies - Connect data insights to overarching retention strategies that support long-term performance (For Strategy Leaders).
Integrating Community Partnerships - Explore how local organizations can be part of borrower retention strategies (for Executives and Outreach Leaders).
Fannie Mae/Freddie Mac IPO Context - Examine how the IPOs could shift servicing standards, investor expectations, and compliance frameworks, and explore how Pivot’s tools help organizations adapt quickly.
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.
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
