Skills and automations for the tools brokers use
Turn your favourite AI into a broker-ready assistant.
Every pack includes ready-made editions for both ChatGPT and Claude. Choose a broker task, download the files and start from a proven process instead of a blank chat. The Integration Pack and Complete Bundle also include Make and Zapier automations.
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Make + Zapier automation blueprintsIncluded with the Integration Pack and Complete Bundle
- ✓ChatGPT + Claude included
- ✓Make + Zapier automations
- ✓30-day money-back guarantee
The Complete Broker Bundle
All 20 paid broker workflows, installable skill files, guides and eight Make and Zapier automation blueprints.
- ✓Use every skill in ChatGPT or Claude
- ✓Build automations in Make or Zapier
- ✓Keep all four paid packs—no subscription
Save $97
Get the Complete BundleSecure checkout · instant download
EXPRESS
Australian-issued cards accepted · charged in AUD

Built for real broker teams
Give the whole team a better starting point.
New adviser or experienced broker, the same repeatable workflow helps everyone begin with the right questions, a useful structure and the checks that still need human judgement.
The AI Skills Shop
Choose the work you want your AI to handle better.
Every product includes ready-to-use files for ChatGPT and Claude. The Integration Pack and Complete Bundle also include Make and Zapier automation blueprints.
Best value · all four paid packs
Complete Broker Bundle
All 20 paid broker workflows, installable skill files, guides and eight Make and Zapier automation blueprints.
- ✓Compliance: workflows 06–10
- ✓Growth: workflows 11–15
- ✓Productivity: workflows 16–20
- ✓Integration: workflows 21–25
See all 46 files included
One payment · 30-day guarantee
Start here · no card
Free Starter Pack
Five complete workflows so you can test exactly how the system works before buying.
- ✓Loan Comparison Calculator
- ✓Client Email Drafter
- ✓Serviceability Quick Check
- ✓Pipeline Weekly Report
- ✓Referral Partner Outreach
See all 9 files included
Download five workflows free →
No card · instant access
Cleaner, more consistent files
Compliance Pack
Structured first drafts for documentation and reasoning that need to stand up to review.
- ✓BID Statement Writer
- ✓File Note Writer
- ✓Document Checklist Generator
- ✓NCCP Audit Reviewer
- ✓Privacy & Consent Docs
See all 11 files included
One payment · 30-day guarantee
Move files forward faster
Productivity Pack
Turn deal information into the structured working documents brokers produce every week.
- ✓Credit Memo Generator
- ✓Lender Submission Packager
- ✓Rate Change Summariser
- ✓Commission Tracker
- ✓Meeting Notes to Actions
See all 11 files included
One payment · 30-day guarantee
More follow-up, less blank-page work
Growth Pack
Build repeatable client, pipeline and referral communication without recreating it every time.
- ✓AFG Flex Lead Formatter
- ✓Flex Pipeline Summariser
- ✓Client Nurture Sequence
- ✓Annual Review Generator
- ✓Referral Pitch Deck Content
See all 11 files included
One payment · 30-day guarantee
Skills + automations
Integration Pack
Prepare system-ready outputs, then connect repeatable steps with Make and Zapier.
- ✓Apify Lead Finder
- ✓Bank Statement Interpreter
- ✓Quickli Data Formatter
- ✓BrokerBuddie Lead Connector
- ✓AFG Flex Import/Export
See all 21 files included
One payment · 30-day guarantee
Buy with confidence
Try any paid pack for 30 days—risk free.
If the skills are not the right fit for your broking workflow, request a refund within 30 days of purchase.
EXPRESS
Visa, Mastercard and American Express · Australian cards · AUD pricing
Make
ZapierOne shop · four familiar tools
Use ChatGPT or Claude. Automate with Make or Zapier.
Every skills pack includes purpose-built files for ChatGPT and Claude. The Integration Pack and Complete Bundle also include eight automation blueprints covering four repeatable workflows in both Make and Zapier.
What you are actually buying
A reusable workflow for one specific broker task—not another generic prompt.
Each skill tells ChatGPT or Claude what information it needs, the broker process to follow, the structure to return and the checks to flag. Load it once, then use it again across new clients and deals.
Choose a pack
Start with five free workflows, buy one specialist pack, or take all 20 paid workflows.
Download
Your files arrive immediately after checkout.
Add to your AI
Use the included ChatGPT or Claude files in your preferred workspace.
Review the draft
Check every fact, apply judgement and sign it off.
Watch the setup
How to add the skill packs to Claude.
Watch the full walkthrough—adding the skill packs to Claude, start to finish. No plugins, no API keys, no developer and nothing to install on your computer.
See a skill in action
See what goes in and what comes back.
This commercial credit memo example shows the structured workflow the skills are built to support.
Commercial credit memo
Structured first draft

The benefit
Remove the repetitive drafting. Keep the broker judgement.
These skills do not approve loans or replace policy checks. They help turn raw information into a consistent starting point so you can spend more time assessing, structuring and talking to clients.
- ✓Stop rebuilding promptsUse a purpose-built workflow for the task.
- ✓Get more consistent draftsGive every file the same starting structure.
- ✓See what needs reviewKeep assumptions and professional checks visible.
Not sure yet?
Start with five real skills for free.
Download the Starter Pack, run one skill on a real task and judge the workflow yourself. No payment and no card.
Before you choose
Straight answers about the shop and the files.
What is an AI skill?
A reusable instruction file that tells the AI how to perform a broker task: what to ask for, which steps to follow, how to structure the answer and what needs checking.
Do these work with ChatGPT and Claude?
Yes. Every pack includes files and guidance for both ChatGPT and Claude, so you can use the AI workspace you prefer.
What exactly do I receive?
The free pack contains five workflows. Each paid specialist pack contains five workflows plus its installable .skill file, guides and supporting files. The Complete Bundle contains all 20 paid workflows and 46 files in total, including eight Make and Zapier JSON automation blueprints.
Is it software or a subscription?
Neither. You purchase reusable files for ChatGPT and Claude. There is no Broker Times login, per-document fee or monthly subscription. Make.com and Zapier may have their own usage costs.
How does the 30-day money-back guarantee work?
Try the paid files for 30 days. If they are not the right fit for your broking workflow, request a refund within that period.
Will every output be correct and compliant?
No AI draft should be treated as automatically correct. The broker remains responsible for checking every fact, applying professional judgement and meeting licensee and regulatory obligations.
The easiest way to understand it
Try five workflows free. If the system clicks, unlock all 20 paid workflows for $99.
ChatGPT + Claude files · Make + Zapier automations · one-time purchase
