AI Mortgage Change Champion 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 two of the workshop is AI Mortgage Change Champion which is designed for professionals ready to move beyond basic AI application and into strategic implementation. This full-day advanced workshop challenges attendees to think critically about how AI policies, governance, and experimentation frameworks are developed within mortgage organizations.

Through interactive exercises and case studies, participants will explore the full journey from concept to scalable deployment, learning how to design, test, and evaluate AI initiatives that deliver measurable business impact.

By the end of the session, attendees will leave equipped with a structured roadmap for implementing AI across lending, servicing, and compliance operations—turning innovation into sustainable, well-governed transformation.

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:

• Thursday, September 3 (8:00 AM - 5:00 PM CT) 

Objectives:

• Refresh their AI foundations and deepen understanding of governance and policy-setting.
• Build evaluation frameworks that ensure compliance, fairness, and operational soundness.
• Conduct experiments and develop proofs of value to validate potential use cases.
• Learn how to scale AI responsibly while measuring ROI and optimizing deployment options.
• Understand the evolution from assistants to intelligent agents, and how to integrate these tools strategically.

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*:

• 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:

• 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