AI Mortgage Practitioner & Change Champion Workshop: August 2025: Dallas, TX

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 AI. Building off of the success of the AI Mortgage Practitioner courses offered between February and June, this day-two in-person workshop will help mortgage professionals take the next step in their AI journey

Day one will be 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-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.

Whether you enroll in day one, day two, or both days, attendees should be prepared to roll up their sleeves and move quickly alongside a group of industry professionals who will lead the way with AI in our industry.

Both days and events are led by Teal 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):

• Monday, August 18 - Tuesday, August 19, 2025 

Agenda*:

Day One: AI Mortgage Practitioner: Monday, August 18 (8:00 AM - 5:00 PM CT) 

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: Tuesday, August 19 (8:00 AM - 5:00 PM CT) 

• 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:

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