Built for Australian Mortgage Brokers

Stop spending 3 hours on admin
that should take 3 minutes

25 purpose-built Claude AI skills that handle your BID statements, file notes, pipeline reports, client emails, and compliance docs — the way a broker actually does them.

Download 5 Free Skills See All Packs

No credit card. No email gate. Just download and go.

20,000+Brokers read TBT
48%Avg open rate
72%Firm principals
25Broker-specific skills

You didn’t become a broker to
do paperwork

These are the tasks eating your evenings and weekends. Every one of them can be done in minutes with the right Claude skill.

BID Statements

Seven mandatory sections, specific regulatory language, conflict declarations. Most brokers spend 25-40 minutes per statement.

With the skill: ~60 seconds

File Notes

Every conversation, every decision, every piece of advice — documented with NCCP-compliant structure. Often done at 11pm.

With the skill: ~2 minutes

Pipeline Reports

Spreadsheet gymnastics to figure out where each deal is, what needs follow-up, and what’s at risk. Usually a Friday afternoon drain.

With the skill: ~90 seconds

Client Emails

Pre-approval updates, settlement confirmations, annual review invitations. Each one carefully worded. Times 50 clients.

With the skill: ~30 seconds each

Lead Formatting

Open home sign-in sheets, referral partner emails, website enquiries — all in different formats. All need to go into Flex.

With the skill: instant CSV

NCCP Compliance

Is your file audit-ready? Did you document the Credit Guide disclosure? Privacy consent? Most brokers only find out when it’s too late.

With the skill: full audit in 2 min

The difference is immediate

Generic AI prompts produce generic output. A purpose-built broker skill produces work you’d actually use.

Without a Skill
“Write a file note” → Generic template missing half the compliance elements
No Credit Guide disclosure documentation
No BID consideration structure
No privacy consent section
Missing 7-year retention notice
You spend 15 minutes fixing it
→
With TBT Broker Skills
“Write a file note” → Claude asks the right inputs, fills every section
Credit Guide disclosure: included
BID considerations: structured correctly
Privacy consent: compliant template
Retention requirements: flagged automatically
Done. Copy, paste, next client.

Start with 5 skills. Free.

No email required. No upsell page. No strings. We built these for you — try them and see what Claude can actually do when it understands broking.

Free Starter Pack
  • ✓
    Loan Comparison Calculator — Compare up to 5 products side by side. Rates, fees, cashback, offset modelling. Client-ready output.
  • ✓
    Client Email Drafter — Professional templates for 8 stages of the client journey. Warm, compliant, never salesy.
  • ✓
    Serviceability Quick Check — Instant borrowing capacity estimate. PAYG, self-employed, rental income. HEM benchmarks, 3% buffer.
  • ✓
    Pipeline Weekly Report — Paste your deals, get a structured summary with actions, risk flags, and revenue forecast.
  • ✓
    Referral Partner Outreach — Personalised messages for agents, accountants, planners. Tailored to what each partner type cares about.
Download Free Starter Pack

No credit card. No email. Download the files and start using them right now.

Set up in 30 seconds

You don’t need to be technical. If you can copy and paste, you can use these.

1

Download the skill file

Each skill is a .md file — a text document with expert instructions for Claude.

2

Drop it into Claude

Open Claude, create a project, paste the skill contents in. Or drag and drop the file.

3

Ask Claude to do the task

“Write a BID statement for my client.” Claude follows the skill’s instructions automatically.

Built by people who know broking

These aren’t generic AI prompts repackaged. Every skill was built with Australian regulatory context, broker terminology, and real workflow requirements.

NCCP-Compliant

Every compliance skill is built around National Consumer Credit Protection Act requirements.

BID-Ready

Best Interest Duty statements cover all seven mandatory sections per ASIC expectations.

AFG Flex Compatible

Lead formatting, pipeline summaries, and import/export tools built for Flex workflows.

Australian Context

HEM benchmarks, buffer rates, lender policies, aggregator formats. Not US or UK content.

What brokers are saying

“

I was spending Sunday nights catching up on file notes and BID statements. Now I do them between client calls. The compliance skills alone are worth ten times what I paid.

Senior Broker, NSW

AFG-accredited · 12 years experience

Go deeper with the full toolkit

The free pack handles your most common tasks. These four packs cover the rest — compliance, growth, productivity, and integrations you already use.

Most Popular

Compliance

$39 inc GST · one-time
  • → BID Statement Writer
  • → File Note Writer
  • → Document Checklist Generator
  • → NCCP Audit Reviewer
  • → Privacy & Consent Docs
Buy Compliance Pack

Growth

$39 inc GST · one-time
  • → AFG Flex Lead Formatter
  • → Flex Pipeline Summariser
  • → Client Nurture Sequence
  • → Annual Review Generator
  • → Referral Pitch Deck Content
Buy Growth Pack

Productivity

$39 inc GST · one-time
  • → Credit Memo Generator
  • → Lender Submission Packager
  • → Rate Change Summariser
  • → Commission Tracker
  • → Meeting Notes to Actions
Buy Productivity Pack

Integration

$59 inc GST · one-time
  • → Apify Lead Finder
  • → Bank Statement Interpreter
  • → Quickli Data Formatter
  • → BrokerBuddie Lead Connector
  • → AFG Flex Import/Export
Buy Integration Pack
Best Value — Save 37%

Complete Bundle

All 4 packs. All 20 paid skills. Everything you need to turn Claude into your full-time broker assistant. One purchase, use forever.

$156
$99

Save $57 — that’s 37% off

Get the Complete Bundle

30-Day Money-Back Guarantee

If these skills don’t save you time, email matt@thebrokertimes.com.au and we’ll refund you. No questions, no forms, no hassle. We built these for brokers, not to sit in a downloads folder.

Common questions

Do I need a Claude subscription?+
Claude has a free tier that works with these skills. For heavier use, Claude Pro is $20/month from Anthropic. The skills themselves are a one-time purchase — no subscription from us.
Do I need to be technical?+
Not at all. If you can copy and paste text, you can install a skill. It takes about 30 seconds. We include step-by-step setup instructions with every pack.
Will these work with my aggregator?+
The Growth and Integration packs include specific tools for AFG Flex (lead formatting, pipeline summaries, import/export). The compliance skills are aggregator-agnostic — they follow NCCP and ASIC guidelines that apply regardless of your aggregator.
What’s the difference between these and just asking ChatGPT?+
A generic prompt gives you generic output. These skills contain detailed, structured instructions — Australian regulatory context, specific compliance requirements, broker terminology, and output formats that match your actual workflows. The difference is like asking a random person to write a BID statement versus asking someone who’s read the legislation.
Can I customise the skills?+
Yes. Each skill is a plain text .md file. You can open it in any text editor and add your brokerage name, preferred lenders, specific compliance requirements, or adjust the tone and formatting to match your style.
Is my client data safe?+
The skills run entirely within your Claude session. No data is sent to The Broker Times or any third party. Your conversations with Claude are governed by Anthropic’s privacy policy — Claude doesn’t train on your data.
Are these a substitute for legal or compliance advice?+
No. These are productivity tools that help you generate documentation faster. All outputs should be reviewed by you and assessed against your licensee’s specific compliance requirements. You remain responsible for accuracy and completeness.

Ready to get your
evenings back?

Start with the free pack. If it saves you time — and it will — the full toolkit starts at $39.

Download Free Skills Complete Bundle — $99

One-time purchase. 30-day guarantee. Use forever.

A publication of Genesis Chain Financial Group Pty Ltd (ABN 48 625 098 937)

thebrokertimes.com.au · matt@thebrokertimes.com.au

Claude AI skills are productivity tools that assist with document generation and workflow automation. They do not constitute legal, compliance, or financial advice. All AI-generated outputs should be reviewed by the broker. A Claude subscription from Anthropic is required. All prices in AUD, inclusive of GST.