AI Essentials+
Advanced Training & Full Network Coverage
January – June 2026
View Dashboard →The Opportunity
Two Priorities. One Program.
75% Haven’t Started
Of 9,150 agents and staff, only 2,271 have completed AI Essentials, the 60-minute foundational course covering core concepts and use cases. ~6,850 remain. Registration running 2:1 over attendance shows continued demand.
View Training Platform →95% Want More
Graduates are ready for the next level. 94% say cost is not an obstacle to continued learning. AI Essentials+ addresses both: finish foundational rollout while launching advanced curriculum for graduates.
Program History
AI Essentials Timeline
Data-Driven Design
Built on Proven Results
AI Essentials+ isn’t guesswork. It’s built on statistically significant data from 2,271 mortgage professionals across 29 training sessions. Here’s what they told us.
The data is clear: Professionals don’t need more AI hype. They need structured, use-case-driven training built on proven pedagogy. AI Essentials+ delivers advanced training focused on the exact workflows where AI creates the most value.
Curriculum
Six Tracks. 20 Sessions. One Summit.
AI Essentials
Foundational Training
The proven 60-minute curriculum that achieved 97% positive response. RGI Framework, model-agnostic prompting, immediate application. Targeting the 75% not yet trained.
AI Essentials for Enterprise
Corporate Staff & Leadership
Training for DLCG’s 150 corporate staff. Finance, operations, marketing, HR, and leadership workflows. Developed in coordination with Newton and management.
AI Essentials+ Advanced
Hands-On Prompting Workshops
The #1 requested format (36%). Deep-dive sessions on Admin & CRM automation, client email drafting, deal structuring, and market research acceleration.
AI Essentials+ Tools
Advanced AI Tools Deep-Dives
The #2 requested format (30%). Live demonstrations of cutting-edge AI tools for mortgage professionals. Hands-on testing with vendor-neutral evaluation framework.
DLCG Fireside Chats
Industry Leaders
Conversations with AI pioneers, banking partners, and DLCG executives. How TD, Scotia, and RBC are implementing AI. Strategic perspective on financial services AI.
DLCG AI Summit 2026
Executive Summit — Toronto
Invitation-only gathering for top managers and executives. Dinner with senior leadership, roundtables and fireside chats featuring CEO Gary Mauris and industry leaders.
Timeline
2026 AI Essentials+ Roadmap
The Big Picture
Why This Matters to the Network
The conversation around AI is loud. Every headline promises automation that will replace jobs or superintelligence around the corner. Most of it misses the point. The real opportunity isn’t about replacing what you do. It’s about changing how you think, decide, and execute.
When you bring your expertise into dialogue with AI’s processing power, something shifts. You don’t just work faster — you work with greater clarity. Research that took hours happens in minutes. Complex scenarios get explored before the client call, not after. The bottleneck moves from “how long will this take?” to “what should I actually focus on?”
This isn’t about waiting for the perfect tool. There is no magic AI that will answer your phone, transcribe every conversation, and run your business on autopilot. AI isn’t autopilot. It’s copilot. And like any pilot, you need to learn to operate the machine.
The professionals who embrace this partnership now are building an advantage that compounds. Three hours saved this week becomes fifteen next month as you develop better prompts, faster workflows, and clearer thinking. The gap between those who learn and those who wait isn’t closing. It’s widening every day.
AI Essentials+ is designed to make that gap work in your favor. Start with one use case. Master it. Then build from there. The time to start is now.
Outcomes
What Success Looks Like
After 6 months in AI Essentials+, you won’t just understand AI. You’ll have fundamentally changed how you work.
- ✓ Automated your most time-consuming admin tasks
- ✓ Built a personal prompt library for daily workflows
- ✓ Confidently use AI for client communication drafts
- ✓ Saving 3-5 hours per week on routine tasks
- ✓ Using AI for complex deal structuring scenarios
- ✓ Conducting market research in minutes, not hours
- ✓ Teaching other professionals your AI techniques
- ✓ Identified 2-3 new revenue opportunities through AI analysis
- ✓ Operating at a level of strategic clarity that wasn’t possible before
- ✓ Built custom AI workflows for your specific business model
- ✓ Positioned as an AI-forward professional in your market
- ✓ Reclaimed 10+ hours weekly for high-value client work
Common Questions
Direct Answers
“I don’t have time to learn another tool”
Neither did the 2,271 professionals who completed training. 74% were beginners working full-time with active client bases. They found time because sessions are 60 minutes monthly. Less time than you spend on administrative tasks in a single day. And those tasks? AI will automate them, giving you back 3-5 hours per week within 60 days.
“I’m not a tech person”
Perfect. 74% of participants identified as beginners. AI Essentials+ isn’t about becoming a programmer. It’s about using plain English to communicate with AI tools you already access through a web browser. If you can write an email or use Google, you can work with AI. The entire curriculum is built for mortgage professionals, not engineers.
“What if AI changes and everything I learn becomes obsolete?”
The RGI Framework (Retrieve, Generate, Interact) isn’t tool-specific. It’s conceptual. Whether you’re using ChatGPT, Claude, Gemini, or tools that don’t exist yet, the framework applies universally. The principles you learn in month 1 will be relevant in 2030. You’re learning how to think with AI, not memorizing button clicks in a specific app.
“My business is doing fine. Why change now?”
Your business is fine today. The gap between AI-enabled professionals and traditional workflows isn’t closing. It’s accelerating every quarter. In 12 months, “doing fine” might mean losing deals to competitors who can respond faster, analyze deeper, and serve more clients with the same hours in the day. The question isn’t “why change now?” It’s “can you afford not to?”
The Next Evolution of AI Training
Moving beyond fundamentals into advanced AI collaboration, where cognitive partnership transforms professional capability.
AI Essentials+ | January – June 2026
Powered by AVA