AI Mortgage Change Champion: July 2025: Washington, DC

MBA and PhoenixTeam have partnered to help you and your organization unlock the future of mortgage with the power of AI. 

Led by industry AI leader, Tela Mathias, this workshop builds off of the 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.

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/Time:

• Thursday, July 24 (8:00 AM - 5:00 PM ET) 

Agenda*:

• 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

• 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