AI Mortgage Practitioner Course: March 26-28

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About the Event

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, Tela Mathias, 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:

Wednesday, March 26 – Friday, March 28 (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: Wednesday, March 26 (1:00 PM – 4:00 PM ET)

Welcome
Activity: Where are you on your AI journey?
AI Foundational Definitions and Concepts
History of AI Broadly
Activity: Conversational AI
History of AI In Mortgage
AI in Mortgage Today (Guest Speaker)
Activity: Classifying AI Technologies
How a Large Language Model Works
Activity: Reasoning AI
The Race to AGI

Day Two: Thursday, March 27 (1:00 PM – 4:00 PM ET)

Prompt Engineering
Retrieval Augmented Generation
Activity: Prompt Engineering with RAG
Use Case Identification (Guest Speaker)
Large Group Activity: Use Case Brainstorming
Designing AI Experiments
Running AI Experiments
Activity: Running Experiments
Levels of Autonomy and Human in the Loop
Advanced Topic: Agentic AI

Day Three: Friday, March 28 (11:00 PM – 2:00 PM ET)

Legal and Regulatory Landscape Issues
AI Risks and Risk Management (Guest Speaker)
Activity: Classifying and Mitigating Risk
Large Language Model Guardrails
Model Types and Considerations
Activity: Designing Guardrails
Deployment Approaches
Cost of AI and Return on Investment
Closing the Course

*The agenda is subject to change to meet the evolving nature of the subject matter.

Experience Level:

Entry-Level
Intermediate

Target Audience:

Mortgage professionals and managers who need to understand how to navigate and work with AI tools
MBA Education Cancellation Policy:

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

Speakers:
Tela G. Mathias, COO and Managing Partner at PhoenixTeam and CEO at Phoenix Burst
Various Guest Speakers