AI EDGE™
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AI EDGE™

Welcome to the Sprint.

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Week 4 of 6

One trigger phrase. A complete preliminary assessment.

Workflow 2 gets installed this week: five prompts chained from fact-find summary through to a BID-compliant file note. Plus your call recorder connects to your Brain, so meeting notes arrive on their own.

Week 4 progress
Session recording

Watch the Week 4 session

Recorded live on Thursday 4 June. Watch it back, or share it with your team so they can build alongside you.

Start here

What you build this week

Workflow 2 goes in: the Preliminary Assessment Builder. Five prompts that take a fact-find and serviceability calc through to a BID-compliant file note, chained behind one trigger phrase. You'll also connect your call recorder so meeting summaries flow straight into your Brain.

Workflow 3, the Compliance Red Flag Checker, follows the same build pattern using prompts 4.1 to 4.4 from your AI Workflow Playbook. Build it the same way once this one's running.

Today's win: you type "run preliminary assessment", paste the client data, and the whole package drafts itself. One participant cut a 4-hour assessment to under 45 minutes.
Step 1

Connect your call recorder

Fathom, Granola and Circleback all have connectors in Claude and ChatGPT. Once connected, your Brain can pull meeting summaries directly instead of you pasting them.

  1. Open Claude or ChatGPT and go to Settings
  2. Select Connectors (Claude) or Integrations (ChatGPT)
  3. Search for your meeting tool: Fathom, Granola or Circleback
  4. Click Connect and authorise your account
  5. Start a new chat — connectors only load at the start of a session
  6. Test it: "Pull a summary of my last meeting"
On Copilot or Gemini?

Fathom, Granola and Circleback don't currently connect directly to Copilot or Gemini. The workaround: open your meeting tool, copy the summary or transcript, and paste it into your Brain at the start of the workflow. Everything still works, it's one manual step instead of automatic retrieval.

Step 2

Run the five prompts

Work through these in order in your AI Broker Brain, with a real client file or the demo data from Step 4. Each has a customise note so you can shape it to your aggregator and CRM.

1 of 5 — Fact-Find Summary

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). [Paste client fact-find details here]

Customise it: change "five bullet points" to suit your file note style. Add your aggregator name if you want output formatted for a specific CRM.

2 of 5 — Needs and Objectives Statement

You are a compliance note writer. Draft the "Needs and Objectives" paragraph drawn from the fact-find, written in language that meets Best Interest Duty (BID). Output: ready-to-paste paragraph for the BID section.

Customise it: if your aggregator has specific BID language requirements, add "Use language consistent with [aggregator name] compliance standards."

3 of 5 — Serviceability Summary

You are a credit analysis assistant. Summarise key serviceability outcomes from this calculator (income, expenses, borrowing power, surplus/shortfall) into plain English for internal file notes. Output: 3-5 bullet points (no advice). [Paste serviceability data here]

Customise it: add "Format the output as a single paragraph suitable for the Notes field in [CRM name]."

4 of 5 — Preliminary Assessment Summary

You are a file-note writer. Draft a short internal summary explaining how the short-listed loan structures align with the client's stated goals and objectives. Avoid recommending a specific product. Output: paragraph ready for Preliminary Assessment notes.

Customise it: if you have a preferred loan structure in mind, add it as context, e.g. "The structures being considered are P&I variable with offset / 2-year fixed split."

5 of 5 — BID-Compliant File Note

You are a broker file-note writer. Draft a BID-compliant file note explaining the rationale behind lender selection and how it aligns with the client's stated goals. Avoid product recommendations. Output: paragraph ready for CRM upload.

Customise it: add your aggregator's name and any specific compliance language they require for file notes.

Step 3

Build and save the workflow

With all five steps run and refined, paste this and the AI chains them into one workflow knowledge file:

Based on the tasks we just completed, please create a single workflow that runs all five steps in sequence when I type the trigger phrase: run preliminary assessment Format it so I can save it as a knowledge file and add it to this project.
  1. Copy the full output
  2. Go to your AI Broker Brain project
  3. Add to Files (Claude / Copilot) or Sources (ChatGPT)
  4. Title it: Preliminary Assessment Workflow
Claude bonus: turn it into a skill
/skill-creator now convert this workflow into a skill.
Step 4

Test it

Start a fresh chat in your AI Broker Brain and type:

run preliminary assessment

Then paste your client data. No live file handy? Use the demo scenario:

Demo client data — James and Priya Okafor
DEMO DATA — Preliminary Assessment Builder (use this if you don't have a real client scenario ready) CLIENT FACT-FIND Client Names: James and Priya Okafor Date of Fact-Find: 2 June 2026 Loan Purpose: Purchase of owner-occupied property Proposed Property: 14 Banksia Crescent, Currumbin Valley QLD 4223 Purchase Price: $820,000 Deposit Available: $164,000 (20% — no LMI required) Loan Amount Required: $656,000 Applicant 1 — James Okafor - Age: 38 - Employment: Full-time PAYG — Senior Project Manager, Downer Group - Gross Base Salary: $138,000 p.a. - Overtime/Allowances: $12,000 p.a. (2-year consistent history) - Employment Tenure: 6 years, 4 months - Documents: 2 payslips, PAYG Summary 2024-25 Applicant 2 — Priya Okafor - Age: 35 - Employment: Part-time PAYG — Registered Nurse, Gold Coast University Hospital (Queensland Health) - Gross Base Salary: $72,000 p.a. (3 days/week) - Shift Allowances: $8,400 p.a. (12-month history) - Employment Tenure: 4 years, 1 month - Documents: 2 payslips, PAYG Summary 2024-25 Liabilities - Car loan (James): $18,400 outstanding | $520/month | 2 years remaining | Toyota Finance - Credit card (joint): $12,000 limit | $0 balance at application - HECS debt (Priya): $24,600 outstanding - No other debts Living Expenses - Declared monthly living expenses: $5,200 - HEM benchmark (couple, no dependants, Qld): $4,890 - Declared figure accepted — above HEM, no anomaly Dependants: None Goals and Objectives - Purchase first owner-occupied home in Currumbin Valley — have been renting in Burleigh Heads for 3 years - Want repayments to remain manageable if Priya reduces hours in future (possible pregnancy flagged — not confirmed) - Interested in offset account to park savings and reduce interest - Prefer to understand options across P&I vs IO, fixed vs variable before deciding - Motivated to settle within 60-90 days — vendor is keen Risk / Vulnerabilities - No adverse credit history - Priya's potential future hour reduction noted — not a current serviceability risk - No dependants currently, may change — forward-looking note only Documents Provided - Payslips x2 — James (provided) - Payslips x2 — Priya (provided) - PAYG Summaries 2024-25 — both (provided) - Bank statements — 3 months, joint account (provided) - Bank statements — 3 months, James savings account (provided) - Car loan statement — Toyota Finance (provided) - Credit card statement — joint, zero balance confirmed (provided) - Medicare cards and driver licences — both applicants (provided) - Contract of Sale / Rate Notice — NOT yet provided - HECS statement — Priya — NOT yet provided (requested via ATO MyGov) SERVICEABILITY SUMMARY Assessment Date: 2 June 2026 Scenario: Major bank, standard residential, P&I, 30-year term Assessment Rate: 9.24% (APRA buffer applied) Gross Combined Income (base): $210,000 p.a. Overtime / Allowances included: $20,400 p.a. HECS repayment (Priya, auto): -$2,772 p.a. Total Assessed Income: $227,628 p.a. Monthly Assessed Income: $18,969 Car Loan Repayment: -$520/month Credit Card (3% of limit): -$360/month Proposed Loan Repayment (assessed rate): -$5,410/month Declared Living Expenses: -$5,200/month Net Monthly Surplus: $7,479/month Borrowing Power: $823,000 Loan Amount Requested: $656,000 Headroom: $167,000 above requested amount LVR: 80% — no LMI Result: Comfortable pass — strong surplus, meaningful headroom Flags: Nil critical. Priya's potential hour reduction noted as forward consideration only.
Wins

Share what came out

Time yourself. How long did the full preliminary assessment package take, start to finish? Bring the number to the next call.

Coming up

Weeks 5 and 6

← Week 3 Week 5 →