AI Upskilling with PhoenixTeam, May 19
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About the Event
Join MBA Education and PhoenixTeam for a dynamic two-hour virtual workshop designed to help mortgage professionals understand where to start with AI, how to build steady momentum, and what it takes to advance to the next level. Whether you’re in origination, servicing, compliance, or operations, this session will show you how to streamline tasks, generate insights faster, and communicate more effectively using today’s most powerful AI technologies.
You’ll learn practical prompting techniques, how to create retrieval-augmented bots (“RAGbots”), and how to choose the right AI platforms for the job. No technical background required—just curiosity and a desire to stay ahead. Walk away with practical skills, ready-to-use prompts, and the confidence to leverage AI for greater efficiency, accuracy, and competitive advantage in your role.
Date:
• Tuesday, May 19 (2:00 PM – 4:00 PM ET)
Special Discounts:
• Contact David Upbin for group pricing or pricing for multiple registrations.
Objectives:
• Create effective prompts using structured prompting techniques (e.g., roles, constraints, workflows), producing consistent and accurate AI outputs for mortgage-related tasks.
• Explain the core components and workflow of a RAGbot and evaluate when retrieval-augmented generation is the right solution for a specific business use case.
• Compare and differentiate AI platforms and tools (e.g., chat models, copilots, automation tools) and select the appropriate option for a defined operational or customer-facing challenge.
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.
Speaker(s):
• Dr. Bob Schatz, GenAI Instructor, PhoenixTeam
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.
