AI Boot Camp: Becoming a Stronger Mortgage AI Professional, Sept. 15
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About the Event
Member Pricing will be reflected for MBA and MISMO members upon checkout.
MISMO Fall Summit Attendee Discounts: MBA and MISMO Members: $400 and Non-Members: $450. Please contact the MBA Help Desk for more information.
MBA Education is pleased to offer a half-day AI training that is tied to the MISMO Fall Summit. This four-hour intensive training provides a clear, practical overview of how Artificial Intelligence (AI) can drive efficiency and innovation in the mortgage industry. Designed for professionals already using AI and who are ready to boost their productivity and decision-making, this course connects AI’s evolution directly to your daily work.
The session begins by tracing the evolution of AI in mortgage finance, from basic automation to advanced tools like predictive analytics, automated underwriting, fraud detection, property valuation, and customer service bots. Participants then take a deep dive into Large Language Models (LLMs), the technology behind generative AI. Students will unpack how LLMs work and discover specific ways organizations can automate tasks, generate market insights, and handle repetitive processes that free employees up for more valuable work. To ensure these skills stick, the training includes interactive activities. You’ll practice with Conversational AI tools, learn prompt engineering techniques to get the best results from AI models, and explore Retrieval Augmented Generation (RAG) to connect LLMs to your organization’s proprietary data, ensuring factually accurate, compliant answers. The final portion of the training focuses on real-world execution, showing you how to design, test, and measure AI experiments to solve b
Attendees will leave with a clear understanding of how to up their game with AI and the hands-on skills needed to use AI tools confidently. Come for AI and stick around for the rest of the MISMO Fall Summit.
Objectives:
Describe how Large Language Models (LLMs) work and outline practical ways they can automate tasks and enhance mortgage workflows
Demonstrate how to interact with Conversational AI tools and apply prompt engineering techniques to generate accurate, useful responses
Illustrate how Retrieval Augmented Generation (RAG) connects AI models to proprietary data for contextually aware, compliant answers
Design and plan small-scale AI experiments within your organization, including setting success metrics and identifying high-value use cases
Explain the evolution of Artificial Intelligence in the mortgage industry and identify key applications that drive efficiency and competitive advantage
Date/Time:
Monday, September 15 (8:00 AM -12:30 PM ET)
Location:
The Westin Annapolis
100 Westgate Circle,
Annapolis, MD, 21401
Agenda:
Evolution of AI in the Mortgage Industry
Overview of Current AI Applications
Understanding Large Language Models (LLMs)
Interactive Activities: Conversational AI
Prompt Engineering Techniques
Retrieval Augmented Generation (RAG)
Designing and Running AI Experiments
Experience Level:
Intermediate
Advanced
Target Audience:
ANYONE working in real estate finance who needs to or wants to up their game with AI technologies and best practices
Operations professionals
Compliance professionals
Servicing professionals
Marketing, IT, and Strategy professionals
Course Cancellations, Transfers, Substitutions or Extensions:
For more information on course cancellations, transfers, substitutions or extensions, please review our MBA Education Policies.
Speaker(s):
Tela G. Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst
Special Discounts:
MISMO Fall Summit Attendee Discount: Members: $400 and Non-Members: $450. Please contact MBA Help Desk for more information.
