AI-Powered Performance for Mortgage Professionals
Join us for the inaugural session of the MBA New Jersey Education Series, designed to empower originators, mortgage leaders, and sales professionals with real-world insights into generative AI, automation, and productivity tools reshaping the industry.
AI is already transforming the mortgage industry and it’s quickly becoming a practical tool for improving how businesses get things done. This session offers a clear, actionable playbook for using AI to streamline workflows, improve client interaction, and free up more time for relationship-building and revenue-generating work.
Featured Speaker
Austin leads all AI services engagements, working daily with clients to envision, design, test, and deliver generative AI use cases. He has mastery of classic and AI-based technology stacks and is a daily genAI value architect and builder.
Reimagining Your Mortgage Playbook with Generative AI
- Ways to inject AI into your strategy to deliver real, measurable value
- How to evaluate AI vendors and tools for your business
- The types of AI tools available today across originations, operations, and marketing
- Strategies to implement AI guardrails, ensuring ethical and secure adoption
- The shift from outdated methods to modern, AI-driven workflows
- How to free up time for relationship-building and revenue-generating work
About PhoenixTeam: PhoenixTeam is a technology services company with a genAI product arm,
founded in 2015 with deep roots in mortgage technology. From legacy modernization to AI-native transformation,
their team brings decades of hands-on delivery expertise across finance, tech, and government. Trusted by
mission-critical programs, they stay grounded in real-world results, helping clients lead with confidence in a
fast-moving technology landscape.
For more information visit: www.phoenixoutcomes.com.
Event Details
MBA New Jersey Education Series
Date: Tuesday, September 10, 2025
Time: 2:00 – 2:30 PM ET
Location: Virtual Event
This session is built for loan originators, sales professionals, branch managers, mortgage executives, brokers, bankers, lending leaders, and anyone eager to become more proficient with emerging AI technologies.