AI Upskilling: May 2026

Join MBA Education and PhoenixTeam for a dynamic two-hour virtual workshop designed to help mortgage professionals understand where to start with AI, how to build steady momentum, and what it takes to advance to the next level. Whether you’re in origination, servicing, compliance, or operations, this session will show you how to streamline tasks, generate insights faster, and communicate more effectively using today’s most powerful AI technologies.

You’ll learn practical prompting techniques, how to create retrieval-augmented bots (“RAGbots”), and how to choose the right AI platforms for the job. No technical background required—just curiosity and a desire to stay ahead. Walk away with practical skills, ready-to-use prompts, and the confidence to leverage AI for greater efficiency, accuracy, and competitive advantage in your role.

Date:

• Tuesday, May 19 (2:00 PM - 4:00 PM ET) 

Special Discounts: 

• Contact David Upbin for group pricing or pricing for multiple registrations.

Objectives:

• Create effective prompts using structured prompting techniques (e.g., roles, constraints, workflows), producing consistent and accurate AI outputs for mortgage-related tasks.
• Explain the core components and workflow of a RAGbot and evaluate when retrieval-augmented generation is the right solution for a specific business use case.
• Compare and differentiate AI platforms and tools (e.g., chat models, copilots, automation tools) and select the appropriate option for a defined operational or customer-facing challenge.

Experience Level:

• Foundational 
• Intermediate

Target Audience:

• All single-family mortgage professionals! AI is for everyone and MBA wants to ensure you stay at the forefront of this rapidly emerging and ever evolving landscape.

Speaker(s):

• Tela Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst