Miami process discovery weekly schedule, May 11–15 2025

JC
SJ
JX
AR
AB
AX

Monday, May 11 — Arrival day

Fly in the morning. Settle in, then run the all-hands kickoff in the afternoon.

12:00

Arrive + check in

~2 hrs buffer Hotel, office intro, informal hellos

2:00

All-hands kickoff meeting

All 6 users 75 min

3:15

Q&A / informal time

45 min Open door for questions, one-on-ones

4:00

Day summary & prep for Tue

2 hrs Notes, confirm schedules, review process map

Tuesday, May 12 — Process steps 1–4

Full day. Four 75-min sessions covering the front end of the process.

9:00

Price / Bid

JC Step 1 75 min

10:15

Break

15 min

10:30

Due Diligence

SJ Step 2 75 min

11:45

Lunch

1 hr

12:45

Funding

JC Step 3 75 min

2:00

Break

15 min

2:15

Servicing Transfer

JX Step 4 75 min

3:30

Buffer

30 min Overflow or transition time

4:00

Daily summary

2 hrs Consolidate notes, gaps, open Qs

Wednesday, May 13 — Process steps 5–8

Full day. Covers servicing operations, loss mitigation, and asset sales.

9:00

Mortgage Servicing

JX Step 5 75 min

10:15

Break

15 min

10:30

Loss-Mit / BK / Foreclosure

AR Step 6 75 min

11:45

Lunch

1 hr

12:45

REO Management

AR Step 7 75 min

2:00

Break

15 min

2:15

Asset Sales

JC Step 8 75 min

3:30

Buffer

30 min

4:00

Daily summary

2 hrs Consolidate notes, gaps, open Qs

Thursday, May 14 — Process steps 9–12

Full day. Back-office and reporting functions — completing the full process loop.

9:00

Loan Collateral

SJ Step 9 75 min

10:15

Break

15 min

10:30

Analysis

JC Step 10 75 min

11:45

Lunch

1 hr

12:45

Accounting

AB Step 11 75 min

2:00

Break

15 min

2:15

Investor Reporting

AX Step 12 75 min

3:30

Buffer

30 min

4:00

Daily summary + full-week synthesis

2 hrs Draft findings, prep closing deck for Fri

Friday, May 15 — Closing day

Partial day. Morning wrap-up session before departure.

9:00

Closing session — all hands

All 6 users 75 min Share key findings, open loops, next steps

10:15

Informal goodbyes / questions

45 min

11:00

Final notes & airport

Rest of day Document any last observations, depart