Role
Who AI should be. CFO, copywriter, compliance reviewer, analyst.
Session recording
Watch the Session 2 recording
Watch it back any time, or share it with your team.
Step 1
The Perfect Prompt
Every strong prompt has four parts. Get these right and the output transforms.
Task
The outcome you want. Summary, comparison, email, file note.
Context
Background and any files. Fact-find, transcript, examples.
Output
The format. Table, bullet list, short email, plain paragraph.
The structure to copy
You are a [ROLE].
Your task is to [TASK].
Additional context: [CONTEXT, or attach a file].
The output is [OUTPUT format, length, structure].
Write your own
Pick a routine task from your Session 1 audit and fill in the four lines. Copy the whole thing into your AI and submit.
Step 2
The 4 Rs
First output is rarely the final one. This loop is how you get to great.
| Step | What you do |
|---|---|
| Run | Submit the prompt and see what AI produced. |
| Review | What worked? What's missing or off? |
| Refine | Adjust the prompt, or add more context as feedback. |
| Repeat | Submit again. Keep going until it's right. |
Mindset shift: you're not asking a question, you're directing a capable assistant. Tell it what to fix.
Step 3
Your 55-prompt Broker Playbook
Your aggregator platform handles what happens inside the system. This library handles everything around it: the drafting, summarising, compliance writing and communication. That's where the time saving lives.
Every prompt gives you the task, the exact text to copy and paste, and what to upload. The library spans the whole broking workflow:
- 1 — Client discovery and fact-find
- 2 — Credit assessment and strategy
- 3 — Loan lodgement and lender communication
- 4 — Compliance and audit
- 5 — Post-settlement and client retention
- 6 — Lead generation and marketing
- 7 — Team operations and training
- 8 — Business growth and strategic planning
- 9 — Professional development and thought leadership
- 10 — Marketing and client communications
Plus a bonus Business Finance library for SME and commercial work. Pick the prompts that match your biggest time drains and start there. Customise them, make them your own.
Try one now — Fact-Find Summary Notes
You are a broker assistant. Summarise client goals, income, and liabilities from this fact-find into five concise bullet points suitable for a Preliminary Assessment. Output: plain-English summary paragraphs (no advice).
Upload a fact-find PDF, or use a made-up one for now. Run it, then use the 4 Rs to refine.
Open the full Broker Playbook →
All 55+ prompts, each with a copy button, grouped by category. Or open the Google Doc workbook to make your own copy.
Step 4
10 workflow stacks
A workflow chains several prompts into one job. Instead of running prompts one at a time, you run a stack. These ten map to the moments that eat your week:
| Workflow | What it turns out |
|---|---|
| 1. New Client Onboarding Pack | Follow-up email, question set, data check, document checklist. |
| 2. Preliminary Assessment Builder | Fact-find summary, needs and objectives, serviceability notes, BID file note. |
| 3. Compliance Red Flag Checker | Audit summary, BID evidence, risk review, corrected file note. |
| 4. Self-Employed File Prep | Income summary, clarifying questions, assessment notes, file note. |
| 5. Lodgement & Lender Comms | Compliance check, lender email, call note, document tracker. |
| 6. Rate Review & Retention | Repricing summary, BID note, review invitation, follow-ups. |
| 7. Settlement & Handover Pack | Congrats email, survey, referral ask, Google review ask. |
| 8. Pipeline Follow-Up | Warm check-in message, compliance-checked, ready to send. |
| 9. Referral Partner Nurture | Monthly partner update from real wins and market insights. |
| 10. Annual Review Prep | Data check, repricing summary, BID pull, confirmation email. |
Today you run these manually. In the 6 Week Sprint we install five of them so they fire off a single command. Full playbook in tab 2.2.
Step 5
Run one for real
Pick your single biggest time drain from the Session 1 audit. Find the matching prompt or workflow, and run it now on a real or made-up scenario.
No file handy? Use this demo scenario
Met with James and Sarah Chen today. First home buyers. James is a teacher, Sarah works part-time in admin, about to go back full-time. Combined income roughly $140k. Looking to borrow around $650k. Have about $80k saved. Keen to buy in the next 3-4 months. Slightly nervous, never done this before. No existing debts other than a small car loan, $8k remaining. Need to sort their borrowing capacity before they start looking seriously.
Today's win: a real piece of work, drafted by AI, in a fraction of the time. Bring it to the wins segment.