AI Education

AI Training, Built for Mortgage Professionals

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PhoenixTeam’s AI training equips mortgage professionals with foundational AI knowledge and hands-on skills to implement AI solutions. Participants will explore core concepts like large language models, prompt engineering, and agentic systems, while also learning how to navigate regulatory risks, run safe experiments, and assess ROI.

Learn AI by Doing
‍Industry-Focused and Future-Ready

Learn. Apply. Transform.

PhoenixTeam’s AI Education Services help mortgage and housing professionals build real-world fluency in artificial intelligence. Our hands-on workshops, courses, and simulations empower teams to use AI confidently, ethically, and effectively in their everyday work.

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Education designed to create an AI-aware workforce

We deliver tailored training programs that go beyond theory, equipping mortgage professionals with the knowledge, tools, and hands-on skills to navigate AI transformation. Our approach prepares teams to not only understand AI, but to lead its adoption, integrate it into day-to-day operations, and drive innovation across their organizations.
AI Mortgage Practitioner
  • In a live, interactive virtual setting, we’ll walk you through foundational AI concepts, real-world use cases, and roll-up-your-sleeves activities—all designed to help you apply AI in your business.
    ✔ Understand core AI concepts and mortgage-specific applications
    ✔ Apply prompt engineering and Retrieval-Augmented Generation (RAG)
    ✔ Identify and design high-impact use cases
    ✔ Learn how large language models (LLMs) work
    ✔ Explore agentic AI and human-in-the-loop systems
    ✔ Assess AI risk, regulation, ROI, and deployment strategy
AI Mortgage Change Champion
  • Interactive virtual setting, participants will learn key AI concepts and build hands-on skills to identify opportunities, run safe experiments, and prepare their organization for scalable AI integration.
    ✔ Refresh of foundational AI knowledge in a mortgage context
    ✔ Learn governance models and AI policy best practices
    ✔ Apply frameworks to evaluate AI use cases
    ✔ Design and assess early-stage AI experiments
    ✔ Explore deployment paths and scaling strategies
    ✔ Understand the shift from AI assistants to autonomous agents
Essentials for Executives: Artificial Intelligence in Mortgage Finance
  • ✔ Learn how genAI is reshaping mortgage strategy
    ✔ Identify high-impact use cases for automation and insight
    ✔ Explore ROI models, cost structures, and maturity benchmarks
    ✔ Understand governance frameworks and regulatory risks
    ✔ See genAI in action with live demos
    ✔ Build an executive roadmap for safe adoption
      AI Speed Learning for Mortgage Professionals
      • ✔ Get a fast, practical overview of generative AI in mortgage
        ✔ Learn core AI vs. genAI distinctions and use cases
        ✔ Explore prompt engineering techniques and frameworks
        ✔ Live demos of text, image, voice, and reasoning AI
        ✔ Understand risks, guardrails, and responsible implementation
        ✔ Discover tools like ChatGPT, Claude, and more
      Tailored Full Day or Half Day Workshops
      • We design tailored half-day AI workshops that meet your team exactly where they are, whether you’re launching a new initiative, aligning stakeholders, or building momentum across business and tech teams. Each session is customized by role, industry, and use case to ensure every minute is relevant, practical, and focused on your real-world challenges.

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      AI Courses & Events

      Virtual

      AI Speed Learning for the Mortgage Professional

      November 20, 2025
      Join MBA Education for an exclusive quick-hit and impactful webinar designed for all mortgage professionals seeking a baseline understanding of Artificial Intelligence in mortgage lending.

      In Person

      PhoenixTeam's AI Exchange: Reskilling and Upskilling the Workforce of the AI Future

      January 15, 2026
      Check back for registration details. Join us for an unfiltered, cross-sector conversation examining the practical realities of creating an operational workforce that is productive in the AI future. Our next AI Exchange explores the real-world implications of workforce reskilling. Everyone talks about it, how do you actually do it?
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      PhoenixTeam's AI Exchange

      Candid discussions on the human side of AI transformation, where strategy meets workforce evolution. The next AI Exchange will dive into how organizations are preparing teams to work, lead, and thrive in an AI-native world. The next AI Exchange will take place January 15th, 2026. Check back for registration details.

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      “Tela is an exceptional instructor—engaging, clear, and incredibly knowledgeable. The course was eye-opening and packed with relevant, real-world applications. I walked away with practical tools and strategies I can apply immediately.”

      Top Mortgage Lender

      Complex Salesforce Product Expansion Executive

      “This was one of the most valuable and relevant trainings I’ve attended. The hands-on exercises encouraged collaboration and new ways of thinking, while the tips and tools we learned are already transforming how I approach AI content creation.”

      Top Mortgage Lender

      Complex Salesforce Product Expansion Executive

      “Fantastic course—well-paced, insightful, and expertly delivered. Tela made complex concepts accessible, and the materials were top notch. I’d recommend this to anyone serious about integrating AI into their workflow.”

      Top Mortgage Lender

      Complex Salesforce Product Expansion Executive

      Accelerate Your Operations with AI-powered Expertise

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