Executive summary of Canada’s first enterprise-scale AI training pilot for mortgage professionals
Training Delivery Metrics
Training Impact & Forward Demand
Pilot Results
Forward Demand
Training Efficiency: 8 minutes of Core Concepts instruction achieved 97% positive participant response — validating RGI Framework as breakthrough pedagogy for enterprise AI adoption
Training Session Data
Complete session-by-session breakdown of registrations and participation across all 23 AI Essentials training sessions
Session-by-Session Breakdown
Poll Results
Live participant feedback from 20 training sessions delivered during pilot (October 9 – November 6, 2025)
Where are you in your AI journey?
How much time do you currently work with AI in your daily workflow?
What’s your biggest obstacle to using AI daily?
Where could AI save you the most time?
Did the Core Concepts and RGI Framework (Retrieve, Generate, Interact) help you think differently about using AI?
Which ONE AI learning format appeals to you most?
Live Session Chat Feedback
Authentic participant reactions from 23 training sessions delivered during pilot (October 9 – November 6, 2025)
Tech Stack & Architecture
Complete infrastructure documentation for AI Essentials training platform – built August-November 2025 for seamless handoff to DLCG technical operations
System Overview
End-to-end automated training delivery system built from scratch to support 23 pilot sessions with 1,309 participants from October 9 to November 6, 2025.
Platform Inventory
Seven integrated platforms working together to deliver automated training experience.
- Registrar: GoDaddy
- Primary use: Training platform hosting
- Connected to Google Workspace
- Host: GoDaddy cPanel
- Theme: Simple, responsive design
- Pages: Home, Registration, Training materials
- Analytics: Google Analytics integrated
- Account: New DLCG dedicated account
- Widget: Embedded on dlcg.io/registration
- Captures: Name and email
- Availability: 23 sessions Oct 9 – Nov 6, 2025
- Integration: Direct Zoom connection
- Account: New DLCG dedicated account
- Purpose: AI Essentials sessions only
- Sessions hosted: All 23 pilot sessions
- Recording: Cloud recording enabled
- Integration: Connected to Calendly
- Purpose: Pre-session reminder emails
- Timing: Sent leading up to each session
- Content: Session reminders, Zoom links
- Domain: dlcg.io
- Connected platforms: Calendly, Zoom, Constant Contact
- Role: Centralized communication hub
- Admin: WordPress contact email
- Integration: WordPress site tracking
- Metrics: Page views, registrations, traffic sources
- Purpose: Performance monitoring
Integration Architecture
Unified identity hub connecting all platforms into a seamless automation system.
Pilot Attendee Report
The Situation
DLCG launched AI Essentials for DLCG as a pilot training initiative across 23 sessions from October 9 to November 6, 2025, reaching mortgage professionals throughout Canada’s largest mortgage network. Following the successful pilot, DLCG leadership requested a comprehensive participant list to enable follow-up communications and inform the transition to enterprise-scale deployment.
Sessions
The Ask
DLCG requested a comprehensive participant list including:
The Problem
Zoom participant reports don’t capture email addresses. Calendly registrations included names and emails, but Zoom only recorded names and duration. Matching the two datasets was complex due to:
Simple name matching would fail—this required an intelligent algorithm to reconcile name variations while maintaining high accuracy.
The Solution
A sophisticated matching algorithm (v2.1 Enhanced) was developed to intelligently reconcile Calendly registrant data with Zoom participant names, achieving a 76.2% automated match rate with zero false positives across all 23 sessions.
Quality Assurance: Zero false positives across 998 matched participants, zero false duplicates. All matches scored ≥0.70 confidence. Algorithm stress-tested and validated through comprehensive quality checks. Unmatched participants flagged with recovery recommendations. Processing time: 2-3 minutes per session.
Session-by-Session Results
All 23 training sessions processed with consistent quality metrics. Sessions sorted from most recent (Session 23) to earliest (Session 1). Complete participant data available for follow-up communications with 998 matched attendees.
| Session | Date | Registrants | Participants | Matched | Match Rate | Attendance |
|---|---|---|---|---|---|---|
| 23 | Nov 6 | 169 | 84 | 68 | 81.0% | 49.7% |
| 22 | Nov 5 | 124 | 77 | 58 | 75.3% | 62.1% |
| 21 | Nov 5 | 83 | 51 | 33 | 64.7% | 61.4% |
| 20 | Nov 4 | 182 | 112 | 83 | 74.1% | 61.5% |
| 19 | Oct 30 | 255 | 145 | 115 | 79.3% | 56.9% |
| 18 | Oct 29 | 246 | 130 | 104 | 80.0% | 52.8% |
| 17 | Oct 28 | 168 | 99 | 68 | 68.7% | 58.9% |
| 16 | Oct 28 | 168 | 87 | 69 | 79.3% | 51.8% |
| 15 | Oct 27 | 117 | 75 | 61 | 81.3% | 64.1% |
| 14 | Oct 27 | 120 | 64 | 52 | 81.3% | 53.3% |
| 13 | Oct 23 | 65 | 32 | 26 | 81.3% | 49.2% |
| 12 | Oct 22 | 10 | 6 | 5 | 83.3% | 60.0% |
| 11 | Oct 22 | 60 | 39 | 28 | 71.8% | 65.0% |
| 10 | Oct 21 | 60 | 35 | 26 | 74.3% | 58.3% |
| 9 | Oct 21 | 53 | 32 | 26 | 81.3% | 60.4% |
| 8 | Oct 20 | 66 | 41 | 32 | 78.0% | 62.1% |
| 7 | Oct 20 | 52 | 25 | 20 | 80.0% | 48.1% |
| 6 | Oct 16 | 59 | 31 | 20 | 64.5% | 52.5% |
| 5 | Oct 16 | 56 | 36 | 26 | 72.2% | 64.3% |
| 4 | Oct 15 | 57 | 25 | 18 | 72.0% | 43.9% |
| 3 | Oct 15 | 56 | 33 | 25 | 75.8% | 58.9% |
| 2 | Oct 9 | 52 | 29 | 20 | 69.0% | 55.8% |
| 1 | Oct 9 | 52 | 21 | 15 | 71.4% | 40.4% |
| TOTAL | — | 2,330 | 1,309 | 998 | 76.2% | 56.2% |
Note: All 23 sessions processed with zero false positives. Complete participant data including names, email addresses, and session duration available for follow-up communications and platform migration planning.
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