AI Mortgage Practitioner: September 2026

MBA and PhoenixTeam have partnered to help you and your organization unlock the future of mortgage with the power of artificial intelligence (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, Bob Schatz, this three-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, virtual 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.

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:

• Tuesday, September 1 - Thursday, September 3, 2026 (See below for specific times for each day.)

Pre-Work Requirements: 

In preparation for this AI training, please have the following accounts available:

• Paid ChatGPT account (A monthly license can be purchased for approximately $20.00.)
• Free Claude account
• Free Gemini account
• Free ElevenLabs account

Please Note:

• Access to these accounts will be used for classroom activities, so it is important to establish these prior to the training.
• Based on previous participant experience, many have found it helpful to log in/attend training from a personal laptop to avoid firewall issues.

Agenda*:

Day One: Foundations - Tuesday, September 1 (1:00 PM - 4:00 PM ET)

• 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
• 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

Day Two: Use Cases - Wednesday, September 2 (1:00 PM - 4:00 PM ET)

•  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

Day Three: Deployment - Thursday, September 3 (1:00 PM - 4:00 PM ET) 

• 3.1: Legal and Regulatory Landscape and Issues
• 3.2: Legal Issues in Action
• 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:

• 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.

MBA Education Cancellation Policy:

• For more information on course cancellations, transfers, substitutions or extensions, please review our MBA Education Policies.

Speaker(s):

• Dr. Bob Schatz, GenAI Instructor, PhoenixTeam

Special Discounts: 

• Please contact David Upbin for group pricing. 

By registering for this event, you also have agreed that you will at all times during this event abide by the MBA EVENT CODE OF CONDUCT. You should familiarize yourself with this policy before attending the event as violations of the MBA EVENT CODE OF CONDUCT may result in removal from or denial of access to the MBA sponsored event without a refund of registration fees, or disqualification from attendance at future MBA events.