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20 skills · the full copy-paste prompt library · 4 Make.com and Zapier automation blueprints · CRM field-mapping sheet · quickstart guides for Claude and ChatGPT.
⇩ Download the Complete Bundle ZIP · 731 KB · 48 files
Credit Memo Generator, Lender Submission Packager, Rate Change Summariser, Commission Tracker, Meeting Notes to Actions — plus the prompt library and quickstart guides.
⇩ Download the Productivity PackZIP · 393 KB · 11 files
BID Statement Writer, File Note Writer, Document Checklist Generator, NCCP Audit Reviewer, Privacy & Consent Docs — plus the prompt library and quickstart guides.
⇩ Download the Compliance PackZIP · 391 KB · 11 files
AFG Flex Lead Formatter, Pipeline Summariser, Client Nurture Sequence, Annual Review Generator, Referral Pitch Deck Content — plus the prompt library and quickstart guides.
⇩ Download the Growth PackZIP · 391 KB · 11 files
Apify Lead Finder, Bank Statement Interpreter, Quickli Data Formatter, BrokerBuddie Lead Connector, AFG Flex Import/Export — plus the 4 Make.com and Zapier automations, the CRM field-mapping sheet and quickstart guides.
⇩ Download the Integration PackZIP · 618 KB · 22 files
Recommended: a Claude Project. Do this once and the skills are there every time you open it.
Unzip the download. Every .md file is one skill.
Go to claude.ai and log in. A free account is enough.
Click Projects in the left sidebar, then Create project. Name it “Broker Skills”.
Click Add content, then Add instructions.
Open a SKILL.md file in any text editor, copy everything, and paste it into the instructions box. Click Done.
Start a chat inside that Project and run your first real file through it.
mkdir -p ~/.claude/skills && cp *.md ~/.claude/skills/. There is a ChatGPT quickstart guide in the ZIP too.
Follow this step-by-step video tutorial to install your new skills in Claude and ChatGPT, activate them correctly, and start using them straight away.
Locate the Claude and GPT skill files included with your purchase.
Add each skill to the correct platform using the tutorial instructions.
Open Claude or ChatGPT and put your new broker workflows to work.