Welcome to AI Essentials
About This Training
From the Executive Management of DLCG
AI Essentials for DLCG is a bold initiative from the executive management team of DLCG Mortgage Group, designed to help mortgage professionals enter the AI era with confidence through practical tools and skill building.
About the Coach
Matthew Dobson, Founder of AVA Applied AI
20+ years secured commercial lending, GE Capital and TD Bank, billions originated, Chief Credit Officer experience
AI Pioneer in Financial Services
Trademarked AI Credit® 2019, funded AI frontier model infrastructure project 2021, operationalized AI-enabled credit trials on 145+ live US SBA 504 transactions in early 2020’s
2025 Perplexity AI Business Fellow ELITE
Elite invite-only program with CEOs of Perplexity, NVIDIA, Databricks, Box, and leading venture firms and AI pioneers
Do’s and Don’ts
What You Can Do With AI
Retrieve
Ask • Find • Search
Query AI as your knowledge engine to access, summarize, and extract information from vast data sources.
Generate
Write • Ideate • Create
Direct AI to produce content, solutions, and ideas at scale across your professional workflows.
Interact
Instruct • Query • Collaborate
Engage AI as your workflow partner for iterative refinement and autonomous action.
As a financial professional working with AI on the front lines of your trade, every meaningful use case can be understood through this lens. RGI is the playbook for working with AI, in any workflow, in any industry. RGI defines how professionals and AI collaborate, today and tomorrow.
How You Communicate with AI
Prompting is how you talk to AI. Master prompting, master AI.
Key Points:
Be specific about what you want
Provide context and constraints
Iterate and refine your requests
Advanced Techniques:
Use Case
Broker vs. Bank Explainer
Scenario: Your client is considering just calling their bank for a mortgage. They don’t understand why they should use a broker. You need a clear, compelling explanation that articulates your value and converts the conversation—fast.
Use Case
DLCG Value Proposition
Scenario: A client asks why they should work with you versus another broker or going directly to a lender. You need a compelling value proposition that showcases both DLCG’s strength as Canada’s largest mortgage network and your personal expertise—positioning you as the trusted partner for all their mortgage needs.
Use Case
Bank of Canada Rate Interpreter
Scenario: A Bank of Canada rate decision just dropped. Your clients, prospects, and referral partners are checking their phones wondering what it means for mortgages. You need to explain it clearly and quickly—before they hear it from someone else.
Use Case
Open House Financing Station
Scenario: You have an open house tomorrow morning. You need a professional property landing page to share with prospects via text and email. You have the listing—now turn it into a compelling digital experience, fast.
Quick Recap
What Is Generative AI?
AI lets humans use natural language to communicate with computers and get work done.
What You Can Do With AI
The RGI Framework is the playbook for working with AI in any workflow.
How You Communicate with AI
This is called Prompting. Master prompting, master AI.
AI-powered communication built into your workflow. Connect ChatGPT or Gemini and transform how you engage with clients, prospects, and lenders.
One-Time Setup
Connect your API, activate AI Assist everywhere
Smart Prompts
Pre-built templates for mortgage workflows
Instant Polish
Professional emails and notes in seconds
Access AI Assist with the magic wand icon
Video tutorials, setup guides, and step-by-step instructions to get you connected
Use Case Library
Practical applications that solve problems across your mortgage workflow
Continuing Your AI Education
- Advanced AI training for mortgage professionals
- Industry-specific use cases & workflows
- Ongoing support and community resources
- Perfect for non-technical professionals
- 5-step prompting framework (6 hours)
- Google certificates for credibility
- Structured lessons from ChatGPT creators
- Free workshops & community events
- AI basics to advanced integration
- Safety-focused, responsible AI training
- Free courses with certificates
- API fundamentals & advanced techniques
Copilot, Not Autopilot
- Provide nuanced understanding, context and domain expertise in mortgage workflows
- Bring creativity to problem-solving and customer engagement
- Use judgment to interpret AI suggestions and make final decisions
- Apply professional responsibility to AI inputs and outputs
- Process large volumes of data quickly to support decision-making
- Deliver precise calculations and risk assessments with minimal errors
- Scale operations efficiently across multiple clients and tasks
- Retain and recall vast amounts of information instantly
Benefits and Burdens of Using AI
AI Essentials Toolkit
Further your AI transformation with more training resources
The AI Collaboration Learning Journey
A comprehensive guide to mastering human-AI partnership in professional workflows—from first principles to long-term transformation
⚡ Critical to AI Mastery
Navigate the Pace Problem
AI evolves at rocket speed, but human learning curves stay constant. Understand why fundamentals matter more than chasing tools.
Master Universal Principles
The RGI Framework and prompting skills transfer across every AI system—ChatGPT, Claude, Gemini, or embedded copilots.
Build Progressive Skill
AI collaboration is a craft like any other: 20 minutes daily for 90 days creates transformative capability through deliberate practice.
Leverage Community Power
Shared learning accelerates progress. Discover how collective knowledge, prompt sharing, and peer support multiply results.
What You’ll Discover
Why fundamentals unlock infinite use cases while tool-chasing creates dependency
How to recognize Retrieve, Generate, and Interact patterns in every workflow
The cognitive burdens operators face and how to manage sustained collaboration
Your personalized 90-day implementation roadmap from novice to competent
How to measure real progress beyond surface-level experimentation
The long-term vision: transformation beyond tools into strategic leadership
This isn’t another “AI tips and tricks” guide. This is the foundational playbook for professionals who refuse to be overwhelmed by technology and choose to master it instead.
Read the Complete Guide15-minute read · Comprehensive research · Immediately actionable
About Me: I’m Isaac, trained on AI Essentials live sessions, the training site, and real questions from chats and emails. I specialize in answering questions and retrieving information. I can generate responses, but I’m not built for complex problem-solving or deep collaboration. I’m learning more every live session and interaction with you!
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