ChatGPT+ClaudeAI skills + automations

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.

ChatGPT SkillsIncluded in every pack
Claude SkillsIncluded in every pack
Make+Zapier

Make + Zapier automation blueprintsIncluded with the Integration Pack and Complete Bundle

  • ChatGPT + Claude included
  • Make + Zapier automations
  • 30-day money-back guarantee
25Workflows across the shop
4Paid specialist packs
5Free workflows to test
$99For all 20 paid workflows
Happy Australian mortgage broker team collaborating around a laptop

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.

ChatGPT + ClaudeBoth included in every pack



CHATGPT + CLAUDE5 workflows

Start here · no card

Free Starter Pack

Five complete workflows so you can test exactly how the system works before buying.

$0Free download
  • Loan Comparison Calculator
  • Client Email Drafter
  • Serviceability Quick Check
  • Pipeline Weekly Report
  • Referral Partner Outreach
ChatGPTClaude
See all 9 files included
Workflow filesFive individual .md workflow files plus the installable TBT Free Starter Pack .skill file.GuidesClaude Quickstart PDF, ChatGPT Quickstart PDF and CreditPolicy MCP setup guide.

Download five workflows free

No card · instant access

CHATGPT + CLAUDE5 workflows

Cleaner, more consistent files

Compliance Pack

Structured first drafts for documentation and reasoning that need to stand up to review.

$49AUD · one-time
  • BID Statement Writer
  • File Note Writer
  • Document Checklist Generator
  • NCCP Audit Reviewer
  • Privacy & Consent Docs
ChatGPTClaude
See all 11 files included
Workflow and install filesFive workflow .md files, installable Compliance Pack .skill file and master Compliance Pack SKILL.md.GuidesCompliance prompt pack, Claude and ChatGPT quickstart PDFs, and CreditPolicy MCP setup guide.

Buy Compliance Pack

One payment · 30-day guarantee

CHATGPT + CLAUDE5 workflows

Move files forward faster

Productivity Pack

Turn deal information into the structured working documents brokers produce every week.

$49AUD · one-time
  • Credit Memo Generator
  • Lender Submission Packager
  • Rate Change Summariser
  • Commission Tracker
  • Meeting Notes to Actions
ChatGPTClaude
See all 11 files included
Workflow and install filesFive workflow .md files, installable Productivity Pack .skill file and master Productivity Pack SKILL.md.GuidesProductivity prompt pack, Claude and ChatGPT quickstart PDFs, and CreditPolicy MCP setup guide.

Buy Productivity Pack

One payment · 30-day guarantee

CHATGPT + CLAUDE5 workflows

More follow-up, less blank-page work

Growth Pack

Build repeatable client, pipeline and referral communication without recreating it every time.

$49AUD · one-time
  • AFG Flex Lead Formatter
  • Flex Pipeline Summariser
  • Client Nurture Sequence
  • Annual Review Generator
  • Referral Pitch Deck Content
ChatGPTClaude
See all 11 files included
Workflow and install filesFive workflow .md files, installable Growth Pack .skill file and master Growth Pack SKILL.md.GuidesGrowth prompt pack, Claude and ChatGPT quickstart PDFs, and CreditPolicy MCP setup guide.

Buy Growth Pack

One payment · 30-day guarantee

CHATGPT + CLAUDE5 workflows

Skills + automations

Integration Pack

Prepare system-ready outputs, then connect repeatable steps with Make and Zapier.

$49AUD · one-time
  • Apify Lead Finder
  • Bank Statement Interpreter
  • Quickli Data Formatter
  • BrokerBuddie Lead Connector
  • AFG Flex Import/Export
ChatGPTClaudeMakeZapier
See all 21 files included
Workflow and install filesFive workflow .md files, installable Integration Pack .skill file, master Integration Pack SKILL.md and prompt pack.Automation files8 JSON blueprints: lead ingestion, settlement milestones, document chase and AI follow-up sequence for both Make and Zapier; CRM Field Mapping spreadsheet; Make Automation Guide PDF.GuidesClaude and ChatGPT quickstart PDFs plus CreditPolicy MCP setup guide.

Buy Integration Pack

One payment · 30-day guarantee

30DAYGUARANTEE

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.

▣ Payments secured by stripe
VISAAMERICAN
EXPRESS

Visa, Mastercard and American Express · Australian cards · AUD pricing

ChatGPT logoChatGPT
Claude logoClaude
Make logoMake
Zapier logoZapier

One 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.

01

Choose a pack

Start with five free workflows, buy one specialist pack, or take all 20 paid workflows.

02

Download

Your files arrive immediately after checkout.

03

Add to your AI

Use the included ChatGPT or Claude files in your preferred workspace.

04

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.

ChatGPT or Claude · Broker skill loadedBroker review required
Example workflow · commercial credit memo
YOU PROVIDE

Commercial credit memo

↗ Fact find↗ Financials↗ Security summary
Skill workflow applied
THE SKILL RETURNS

Structured first draft

Transaction$2.45m owner-occupied purchase
ServiceabilityDSCR 2.05× · ICR 4.59×
Security77.8% LVR · mitigants flagged
ExitP&I amortisation + refinance pathway
Australian mortgage broker meeting with happy clients

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.

Download five free skills →

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

AI Skills for Brokers is an educational and productivity product, not legal, compliance, credit or financial advice. Every AI-generated output is a first draft that must be reviewed and verified by a qualified professional. ChatGPT, Claude, Make and Zapier are products of their respective owners. The Broker Times is not affiliated with or endorsed by them.
Complete Broker Bundle20 paid workflows + automations · $99Get bundle