The mortgage industry learns AI here.
Practical, role-specific, hands-on learning. From focused 60- to 90-minute courses to 5-day bootcamps, we train your operators, risk professionals, and leaders to safely build with GenAI.
Education Courses
In-depth curricula tailored for specific capabilities and change management.
AI Workshops
High-impact facilitated sessions, in person or virtual, designed to align teams and build foundational understanding. Each session is customized to mix and match topics and hands-on experiences based on your organizational stack.
Six-Month Series
Monthly deep-dives that build on prior sessions. We maintain a sustained learning rhythm with a heavy focus on mortgage-specific use cases and evolving AI capabilities.
Tailored Workshops
Customized by role and use case. Perfect for stakeholder alignment sessions, new initiative launches, and bridging the gap between business leaders and technical teams.
AI for Compliance & Risk Professionals
AI-assisted regulatory monitoring and flagging. Teaches fair lending and governance frameworks, focusing on guardrails and audit trails necessary for responsible enterprise AI.
Bootcamps & Private
Intensive, hands-on transformation formats tailored exactly to your needs.
The MBA's first GenAI education partner.
PhoenixTeam is proud to be the Mortgage Bankers Association's first GenAI education partner. Together, we're helping the industry move past hype and build real, responsible capability. We equip mortgage professionals with practical skills, hands-on experience, and clear guardrails for safe adoption.
Professional Speaking Engagements
Tela G. Mathias is the Chief Nerd and Mad Scientist at PhoenixTeam, a company she founded ten years ago with her two best friends. Over a 25-year career exclusively in mortgage technology, she's earned her share of glorious victories and crushing defeats. Like so many of us, the reason she has succeeded is because she doesn't give up.
Tela knows enough about artificial intelligence to be able to spell it without typos and is a recognized professional speaker and educator on the topic. Her teams advise on and build genAI native technology solutions for everyone.
Tela is available for speaking to boards, leadership teams, and operations staff on a variety of AI topics, including the state of AI in the mortgage industry and practical methods for workforce transformation.
AI Strategy in a Box
A board game for AI strategy. Your leadership team plays through facilitated exercises, simulations, and card decks, aligning on where AI fits, how to govern it, and how to deliver real value responsibly, grounded in the regulatory realities, data constraints, workforce pressures, and ROI expectations of today's mortgage and housing organizations.
AI Transformation Scenario
A realistic mortgage industry scenario that frames today's pressures including fragmented pilots, talent gaps, data readiness, and regulatory risk, and challenges leaders to align around a clear AI direction before momentum is lost.
Turn uncertainty into clarity. Turn AI into momentum.
Bring AI Strategy in a Box to your leadership teamPhoenixTeam's AI Exchange Event
Grassroots AI, so much better than hype.
AI Exchange is a candid, working conversation about what it takes to build an AI-capable workforce without breaking trust, culture, or operations. No theater. No glossy 'future of AI' talk tracks. We focus on what leaders are facing right now: accelerating change, uneven adoption, rising expectations, and real questions from teams about job security, relevance, and what 'good work' looks like in an AI-native world.
What we explore
- Define what "AI-ready" means beyond tool training
- Reskill in a way that avoids an AI "haves vs have-nots" workforce
- Determine what changes first: roles, workflows, or expectations
- Protect quality, accuracy, and auditability as AI enters daily work
- Keep teams motivated, healthy, and proud of their work through disruption
- Clarify what leadership looks like when AI is no longer optional
What Others Are Saying
Feedback from industry leaders on our educational sessions.
"This wasn't a typical 'future of AI' talk track. It was a working session designed to move past the hype and toward practical adoption."
"It was incredible to see the room light up as ideas transformed into tangible creations. By the end of the session, we had not just new tools but also new AI evangelists."
"I was in the 10:30a breakout for upskilling your AI and it was very good. Great to have a real world scenario from which to learn."
"For those looking to enhance their team's fluency and proficiency with AI, particularly among middle to upper-level managers, these are the people you want to be talking to!"
"You seem to be raising everyone else's awareness and execution every day since!! Keep it rolling!"
"The platform can transform complex regulations into plain-language requirements, user stories and test cases within hours of ingestion, as opposed to three weeks."
"I'm still buzzing from our AI Workshop at our annual Leadership Summit. We balanced possibility with responsibility."
Workshop Topics & Activities
Taught by a certified operator, not a training vendor.
Our courses and workshops are built by the same team that delivers and secures production systems, and the credentials carry over.
Claude Partner Network
PhoenixTeam is Certified in the Claude Partner Network. Our people hold Claude certifications, and we are building from here.
SOC 2 Type II
Workshops and bootcamps that use your data or systems run under independently audited security controls.
ISO 9001:2015
Curriculum is developed, reviewed, and updated under the same certified quality system as our delivery work.
MISMO Certified Consultant
Instruction on AI for mortgage is grounded in certified knowledge of the industry's data standards.
CMMI Development Maturity Level 3
Bootcamp and AI Champions programs teach the appraised delivery discipline we use on client engagements.
Let's talk about what's next.
Tell us what you're working on. Our delivery teams are ready to dig in, and there's more than one way to start.
Start here