AI Mortgage Practitioner & Change Champion Workshop: July 2025: Washington, DC

MBA and PhoenixTeam are pleased to expand upon our training partnership to help you and your organization unlock the future of mortgage with the power of artificial intelligence (AI). Building off of the success of the AI Mortgage Practitioner courses offered between February and June, this two day in-person workshop will help mortgage professionals take the next step in their AI journey.

Day one will be the AI Mortgage Practitioner that teaches MBA members the core AI concepts for the purpose of discovering, developing, and deploying practical AI solutions for the mortgage industry. Now in an in-person 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.

Day two will be AI Mortgage Change Champion which builds off of AI Mortgage Practitioner, and increases in complexity. Attendees will be challenged to think about how AI policies and procedures are developed, building a framework for successful AI development, and deeper experiments that will help attendees formulate more robust use cases to bring back to the office.

Both days and events are led by Tela Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst. 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.

Date(s):

• Wednesday, July 23 - Thursday, July 24, 2025 

Agenda*:

Day One: AI Mortgage Practitioner: Wednesday, July 23 (8:00 AM - 5:00 PM ET) 

Pre-Work Requirements: In preparation for the AI Mortgage Practitioner, please have the following accounts available.

• Paid ChatGPT account (A monthly license can be purchased for approximately $20.00.)
• Free Claude account
• Free Gemini account
• Free ElevenLabs account

Please Note:

• Access to these accounts will be used for classroom activities, so it is important to establish these prior to the training.
• Based on previous participant experience, many have found it helpful to log in/attend training from a personal laptop to avoid firewall issues.

Foundations

• 1.1 Welcome
• 1.2: AI Foundational Definitions and Concepts
• 1.3: History of AI Broadly
• 1.4: Activity – Conversational AI
• 1.5: History of AI in Mortgage
• 1.6: AI Adoption at Scale (*Special Guest Speaker*)
• 1.7: AI in Mortgage Today
• 1.8: Activity – Classifying AI Technologies
• 1.9: How a Large Language Model Works
• 1.10 Activity – Conversational v. Reasoning AI

Use Cases

• 2.1: Prompt Engineering
• 2.2: Retrieval Augmented Generation
• 2.3: Activity – Create a Ragbot
• 2.4: Use Case Identification
• 2.5: Activity – Value Hypotheses
• 2.6 Designing AI Experiments
• 2.7: Exploring Other AI Types
• 2.8: Activity – Exploring Multimodal AI
• 2.9: Levels of Autonomy & Human in the Loop

Deployment

• 3.1: Legal and Regulatory Landscape and Issues
• 3.2: Legal Issues in Action (*Special Guest Speaker*)
• 3.3: Large Language Model Guardrails
• 3.4: Activity – Critique a Ragbot Against RAI Pillars
• 3.5: Designing and Implementing Guardrails
• 3.6: Return on Investment and the Cost of AI
• 3.7: Bringing GenAI to Your Organization
• 3.8: Activity – Planning Your Next Steps

Day Two: Mortgage AI Change Champion: Thursday, July 24 (8:00 AM - 5:00 PM ET) 

• 1.1: AI Foundation Refresher
• 1.2: Practical Governance and Policy Setting
• 1.3: Evaluation Frameworks
• 1.4: Experiments
• 1.5: Proofs of Value
• 1.6: Scaling and Measuring Return on Investment
• 1.7: Deployment Options
• 1.8: From Assistants to Agents

*The agenda is subject to change to meet the evolving nature of the subject matter.

Experience Level:

• Entry-Level
• Intermediate
• Advanced

Target Audience:

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

Location:

Orrick
2100 Pennsylvania Ave NW
Washington, DC 20037

*Location subject to change

Hotel Registration Information and MBA Education Cancellation Policy:

MBA Education recommends you wait until after you receive our registration confirmation email before you make any travel arrangements. MBA assumes no liability for any penalty fees on airline tickets, deposits for hotel accommodations, or any other fees, charges, penalties, or other incidental costs that a registrant might incur.

To review all of our policies, including information on our course cancellations, transfers, substitutions, or extensions, please see MBA Education Policies.

Speaker(s):

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