AI Mortgage Practitioner: May 2025

MBA and PhoenixTeam have partnered to help you and your organization unlock the future of mortgage with the power of AI. The AI Mortgage Practitioner Course will equip you with the essential skills and hands-on expertise to understand how AI is transforming the mortgage industry.

Led by industry AI leader, Tela Mathias, this three-day training event will teach MBA members the core AI concepts for the purpose of discovering, developing, and deploying practical AI solutions for the mortgage industry. In a live, virtual setting, we will walk you through foundational AI concepts, real-world use cases, and roll-up-your-sleeve activities, all designed to help you apply AI in your business.

The partnership with MBA and PhoenixTeam enables MBA members to access this training at discounted pricing and to have priority with registrations in a class with limited capacity.

Objectives

• Foundational AI concepts and how they apply to the mortgage industry
• Real-world use cases and insights from industry-leading AI experts
• Hands-on activities to enhance your skills, such as prompt engineering and risk management
• Strategies for AI deployment and understanding ROI in your operations and much more

Date/Time

• Wednesday, May 28 - Friday, May 30 (1:00 PM - 4:00 PM ET)

Agenda

Day One: Wednesday, May 28 (1:00 PM - 4:00 PM ET)

• Welcome
• Activity: Where are you on your AI journey?
• AI Foundational Definitions and Concepts
• History of AI Broadly
• Activity: Conversational AI
• History of AI In Mortgage
• AI in Mortgage Today (Guest Speaker)
• Activity: Classifying AI Technologies
• How a Large Language Model Works
• Activity: Reasoning AI
• The Race to AGI

Day Two: Thursday, May 29 (1:00 PM - 4:00 PM ET)

• Prompt Engineering
• Retrieval Augmented Generation
• Activity: Prompt Engineering with RAG
• Use Case Identification (Guest Speaker)
• Large Group Activity: Use Case Brainstorming
• Designing AI Experiments
• Running AI Experiments
• Activity: Running Experiments
• Levels of Autonomy and Human in the Loop
• Advanced Topic: Agentic AI

Day Three: Friday, May 30 (11:00 AM - 2:00 PM ET)

• Legal and Regulatory Landscape Issues
• AI Risks and Risk Management (Guest Speaker)
• Activity: Classifying and Mitigating Risk
• Large Language Model Guardrails
• Model Types and Considerations
• Activity: Designing Guardrails
• Deployment Approaches
• Cost of AI and Return on Investment
• Closing the Course

Experience Level

• Entry-Level
• Intermediate

Target Audience

• Mortgage professionals and managers who need to understand how to navigate and work with AI tools

Course Cancellations, Transfers, Substitutions or Extensions:

• For more information on course cancellations, transfers, substitutions or extensions, please review our MBA Education Policies.

Speaker(s)

• Tela G. Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst
• Various Guest Speakers