Which kind of AI education fits your role?
Start with the decision you need to make after the training. Are you deciding where to invest, assessing a vendor’s proposal, sponsoring an internal pilot or building a system? Each calls for a different depth of technical work.
| Format | Best suited to | Question to ask |
|---|---|---|
| Executive briefing | Building a shared vocabulary and understanding the landscape | Will we connect the ideas to decisions in our operation? |
| Hands-on executive workshop | Learning through a bounded workflow and evaluating a prototype | Will I build, test and discuss the output myself? |
| Technical training | Developers or specialists implementing systems | Does it cover the stack and depth our team needs? |
| Vendor demonstration | Understanding one product’s capabilities | Which assumptions and operating requirements are outside the demonstration? |
What makes an AI workshop relevant to mortgage lending?
Look for concrete workflows: document intake, underwriting support, policy review, reporting or servicing communication. The point is not to see every possible use case. It is to understand one well enough to recognize its assumptions and limits.
Ask how the programme handles data. Sample data can support a learning exercise without requiring participants to bring borrower files. Ask what tools you will use, who helps when the build stalls, and what you can take back to your team.
Experienced facilitation matters because the useful question often sits between technology and operations. A coach should help you inspect why an output failed and what would need to change, rather than simply taking over the keyboard.
What should you ask before booking?
- Who is the cohort? Confirm roles, lending segments and the expected mix of peers.
- How much of the day is hands-on? Find out what you build and how tables or groups are formed.
- What is the output? Ask for an example of a prototype or take-home plan.
- Who is teaching? Look for relevant operating and building experience.
- What happens afterward? Clarify access, ownership, support and any additional costs.
- What are the booking details? Confirm dates, hours, venue, fee and cancellation terms.
How do you judge whether the day was useful?
Define an outcome before you attend. You might want to assess a proposed workflow, identify the assumptions behind a vendor claim, or understand what your team needs to evaluate before a pilot.
Afterward, ask whether you can explain the workflow more clearly, identify failure cases, name the next owner and specify the evidence needed for a decision. A polished demonstration can be useful, but it does not by itself establish a business result.
A 30/60/90 plan can make that learning actionable: choose an evaluation, identify the stakeholders, and decide when to continue, change direction or stop.
Who is the AI Lending Lab designed for?
The AI Lending Lab is designed for senior lending and mortgage leaders who own a function or workflow and can help change it. That may include a COO, head of lending, head of mortgage operations or senior underwriting leader.
The one-day format combines learning, building, demonstrations and planning at four coached tables. Reuven Gorsht and Chris Grimes facilitate the Lab. The next workshop is in Orlando on November 10, 2026, with 12–15 senior peers and a $1,795 USD seat price.
Participation begins with a short application. If you are unsure whether the format fits your role, set up a fifteen-minute conversation with Reuven. You can also read the guide to selecting a mortgage automation workflow.
This guide explains our approach to executive learning and the AI Lending Lab format. It does not claim accreditation, certification or guaranteed business results.