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.
No credit card. No email gate. Just download and go.
You didn’t become a broker to do paperwork
BID Statements
Best Interests Duty documentation that meets ASIC expectations — not generic templates.
File Notes
Compliant file notes with every required section — done in 90 seconds, not 15 minutes.
Pipeline Reports
Structured weekly summaries with risk flags, actions, and follow-ups — from a simple paste.
Client Emails
Professional templates for every stage of the journey. Warm, compliant, never salesy.
Lead Formatting
Raw leads cleaned and formatted for AFG Flex import — ready to action immediately.
NCCP Compliance
Audit-ready documentation that follows ASIC guidelines — built for Australian brokers.
The difference is immediate
Generic AI prompts produce generic output. A purpose-built broker skill produces work you’d actually use.
- 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
- Claude asks the right inputs, fills every section
- Credit Guide disclosure: included
- BID consideration: structured and documented
- Privacy consent: auto-generated
- Retention notice: standard 7-year included
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.
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, follow-ups.
Product News Summariser
Drop a lender update, get a 2-minute brief with what changed and who it affects.
Set up in 30 seconds
Download the skill file
Grab the free pack or buy a premium pack. Each skill is a single text file.
Drop it into Claude
Open Claude and add the skill file to your project. One drag and drop — that’s it.
Ask Claude to do the task
Say “write a file note” or “check serviceability” — Claude knows exactly what to do.
Built by people who know broking
NCCP-Compliant
BID-Ready
AFG Flex Compatible
Australian Context
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.
Go deeper with the full toolkit
- BID Statement Writer
- File Note Writer
- Document Checklist Generator
- NCCP Audit Reviewer
- Privacy & Consent Docs
- AFG Flex Lead Formatter
- Flex Pipeline Summariser
- Client Nurture Sequence
- Annual Review Generator
- Referral Pitch Deck Content
- Credit Memo Generator
- Lender Submission Packager
- Rate Change Summariser
- Commission Tracker
- Meeting Notes to Actions
- Apify Lead Finder
- Bank Statement Interpreter
- Quickli Data Formatter
- BrokerBuddie Lead Connector
- AFG Flex Import/Export
All 25 skills from all 4 packs
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.
Common questions
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.
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.
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.
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 what lenders and aggregators actually expect.
Absolutely. Every skill is a plain-text file. You can edit any skill to match your specific workflow, add your own templates, or adjust the output format. They’re yours to modify.
Yes. Claude processes everything locally in your conversation. Nothing is stored, shared, or used for training. Your client data never leaves your session.