AI Mortgage Practitioner Workshop: Dallas, TX

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.

Day one of the workshop is AI Mortgage Practitioner which will equip you with the essential skills and hands-on expertise to understand how AI is transforming the mortgage industry. This workshop will teach you the core AI concepts for the purpose of discovering, developing, and deploying practical AI solutions for the mortgage industry.

Participants begin with a clear grounding in core AI concepts, including how modern models work, the history of AI in both technology and mortgage, and the current landscape of industry adoption. Through interactive activities with conversational and reasoning AI, you’ll learn to confidently navigate today’s most powerful tools.

Next, the course dives into high-impact mortgage use cases, from prompt engineering and Retrieval Augmented Generation (RAG), to experiment design and multimodal AI exploration. You’ll build your own “ragbot,” test value hypotheses, and identify meaningful opportunities to drive efficiency and accuracy inside your organization.

Finally, the program tackles deployment and governance, including legal considerations, responsible AI guardrails, ROI modeling, and practical steps for introducing GenAI solutions within your company.

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/Time:

• Wednesday, September 2 (8:00 AM - 5:00 PM CT) 

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

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*:

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:

• Foundational 
• Intermediate
• Advanced

Target Audience:

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

Location:

• Dallas, TX (Exact Location TBA)

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