AI Mortgage Practitioner: August 2025: Dallas, TX

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 one 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, in-person workshop, 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:

• Monday, August 18 (8:00 AM - 5:00 PM CT) 

Agenda*:

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

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

Experience Level:

• Entry-Level
• Intermediate

Target Audience:

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

Location:

K&L Gates
1717 Main St
Suite 2800
Dallas, TX 75201

*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