AI for Mortgage Marketers

Join MBA Education and PhoenixTeam for a workshop that will elevate how mortgage marketers attract, engage, and retain customers through the use of AI. Designed for marketing professionals across lending, servicing, and fintech, this session will equip you with the skills to use AI strategically for campaign design, customer segmentation, content creation, and performance optimization.

Participants will learn how to apply generative AI tools to craft targeted messaging, automate social and email marketing, analyze engagement data, and uncover trends that drive smarter marketing decisions. The course also explores practical prompt-writing techniques, best practices for data ethics and compliance, and real-world use cases of AI-driven personalization that increase borrower trust and conversion.

To stay competitive in a rapidly evolving market, mortgage marketers must blend creativity with technical fluency. This training builds that bridge, freeing time for innovation and building connections with your customer base.

Date:

• Tuesday, August 4 (2:30 PM - 4:00 PM ET) 

Special Discounts: 

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

Objectives:

• Use generative AI tools to create targeted marketing content, including emails, social posts, and borrower messaging tailored to specific audience segments and campaign goals.
• Apply AI-driven techniques for customer segmentation and trend identification by analyzing sample engagement or market data to uncover actionable insights that improve campaign performance.
• Construct and refine effective prompts to guide AI tools in producing accurate, compliant, and brand-aligned marketing outputs.
• Evaluate AI-generated marketing content for data ethics, regulatory considerations, and quality, ensuring alignment with mortgage industry standards and organizational guardrails.

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