Class 2: 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.
Course Delivery Format:
Virtual Live
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.
Materials:
During the workshop, participants receive access to data for a random geography provided by Pivot.
Participants receive a free 3-day trial to the Pivot to Opportunity Dashboard upon workshop completion.
Pivot cannot guarantee that the data provided during your 3-day trial will be specific to the region you work in.
Certification:
Participants completing all four courses are eligible for Pivot Certification, recognizing applied mastery of data-driven mortgage recovery strategies.
Certification fees begin at 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.
Sign Me Up!
Contact us at 520-405-2029 or info@pivotpartnerships.org to register for Small Group, Team, and Enterprise discounts.
Data Review Disclaimer
By providing data for review, the client acknowledges that all datasets must be clean, accurate, and in a usable format prior to submission. Pivot Partnerships does not assume responsibility for performing extensive data cleanup, though minor formatting adjustments may be made as needed to complete the purchased service.
Any data files submitted to Pivot Partnerships for review will be used solely for the purpose of delivering the purchased service. Pivot Partnerships will not return modified or cleaned datasets to the client. Unless the client provides written instructions to the contrary, Pivot Partnerships will securely delete all submitted data upon completion of the engagement.
Refund & Cancellation Policy
Certifications
No refunds are available for certification fees (individual or organizational).
Courses (Individual Registrations)
Refunds:
100% refund (minus 25% cancellation fee) if canceled 14 or more days before the course start date.
No refunds within 14 days of the course start date.
Credits:
Cancellations made 5 or more days before the course start date are eligible for a credit toward a future course of equivalent value.
Credits are valid for 6 months, are non-transferable outside the original registrant’s organization, and must be redeemed using the original receipt number.
Credits respect the original purchase value, including any discounts applied.
No-shows without prior cancellation are not eligible for refunds or credits.
Full Course Series Purchases
Refunds are not available for bundled or series purchases.
Registrants may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Multi-Seat Purchases (Organizations/Groups)
Refunds are not available for multi-seat purchases.
Organizations may receive a credit toward future courses equal to the original purchase value, subject to the same rules above.
Fairness Statement
This policy ensures fairness to all participants and allows us to maintain the quality and consistency of our programs.
