AI Essentials Dashboard
Foundation Phase
Jul – Sep 2025Built the dlcg.io training platform and developed curriculum with core concepts, use cases, and interactive demos.
Launch Phase
Oct – Dec 2025Trained 2,271 professionals across 29 sessions. 25% network coverage with nearly half registered.
Expansion Phase
2026AI Essentials+: continued Foundation training in French and English, advanced training and master classes on use cases and tools, fireside chats with AI leaders, and community building.
AI Essentials Timeline
Total Trained Through December 2025
Pilot + Corporate Training phases combined
Training Infrastructure & Assets
Unified AI Training Ecosystem
Isaac
AI Training Assistant
Intelligent assistant trained on the complete AI Essentials curriculum, training assets, session transcripts, and platform resources. Provides instant support and guidance across the entire training ecosystem.
eBook Guide
Comprehensive 20+ page reference manual for mortgage professionals
Web Deck
Interactive online training platform for self-paced learning
PDF Deck
22-topic presentation format for instructor-led sessions
Quick Reference
Essential one-page AI guide for immediate application
Web Resources
Curated links for deeper dives into AI topics and tools
Velocity3 AI Assist
AI-powered communication with ChatGPT & Gemini
AI Essentials Live
Complete session-by-session breakdown across 29 training sessions
October 9 – December 17, 2025
Poll Results
Training Insights
Training Impact
Live feedback collected from 20 sessions
Forward Demand
What Comes Next
Clear signal for AI Essentials+ expansion
Preferred Training Formats
Use Case Validation
Where AI Saves Time
Session Breakdown
All 29 Sessions
Planning & Building
Foundation Infrastructure Development
July 1 – September 30, 2025
Enterprise-wide AI transformation initiative designed to build AI fluency across all DLCG mortgage professionals through comprehensive foundational training programs. This organization-wide effort establishes Canada’s largest mortgage brokerage as a collaborative intelligence network, positioning DLCG as the industry leader in AI-enabled mortgage services and creating sustainable competitive advantage through collective intelligence capabilities.
Training Methodology
Grounded in core concepts for understanding modern AI, including the proprietary RGI Framework™ (Retrieve, Generate, Interact), a first-principles approach to human-AI collaboration. Model-agnostic curriculum ensures professionals master skills transferable across all major platforms (ChatGPT, Gemini, Claude, Grok, Perplexity, etc.).
AI Essentials Builders and Contributors
Contributors from DLCG Mortgage Group
Gary Mauris, Chris Kayat, Matthew Dobson (AVA Credit Inc.), James Bell, Eddy Cocciollo, Geoff Willis, Kate Brady, Rich Spence, Mike De Eyre, Greg Domville, Tara English, Kate Henderson, Steve Mitchell, Dave Teixeira, Geoff Hague, Amy Lizee, Natasha Capone, Vivian Martin, Michael Masters, Michelle Araujo, Carly Fotia, Mihir Vankani
AI Essentials Web Deck
Complete interactive training platform. Model-agnostic curriculum for consumer-grade models ChatGPT and Gemini plus Velocity3 AI Assist
Training Ecosystem Built
Integrated Technology Stack
Origins
The Foundation Behind AI Essentials
AI Essentials didn’t begin in July 2025. It was built on eight years of experimentation, failure, and learning at the intersection of AI and financial services. The journey included live transaction trials and studying how major banks and enterprises deployed AI across their organizations. The curriculum draws on cutting-edge institutional adoption experience, best practices shared by industry leaders in the Perplexity AI Business Fellowship, and hard-won lessons from companies that navigated this terrain first.
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