Worldwide · A$ · English

Worldwide. Most skills work in any country. Some are made for one country.

A$. Prices are shown in Australian dollars for now.

English. Trilly is in English.

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AI skills for mortgage and insurance brokers

Skills for fact finds, client summaries, renewal reviews and compliance notes. General information, not financial advice.

General information, not financial advice.

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With the skill

With the skill. You ask: Leeds. Dan and Ellie's mortgage offer from Brightwell Building Society came on Wednesday 21 October; completion is booked for Monday 26… Home Loan answers: Due next: Today (Fri 23 October 2026), ask Brightwell and the solicitor to confirm completion on Monday 26 October. Update email Subject: Your home loan: where it's up to

Without the skill

Without the skill. You ask: Leeds. Dan and Ellie's mortgage offer from Brightwell Building Society came on Wednesday 21 October; completion is booked for Monday 26… The answer: Message to Dan and Ellie Subject: Your mortgage offer and completion date Hi Dan and Ellie,
Trilly ran this request on an AI and picked this pair: one example, shortened. The score is from Trilly's test. See the skill
Show the answer from

With the skill

With the skill. You ask: Leeds. Dan and Ellie's mortgage offer from Brightwell Building Society came on Wednesday 21 October; completion is booked for Monday 26… Home Loan answers: Due next: Today (Fri 23 October 2026), ask Brightwell and the solicitor to confirm completion on Monday 26 October. Update email Subject: Your home loan: where it's up to

Without the skill

Without the skill. You ask: Leeds. Dan and Ellie's mortgage offer from Brightwell Building Society came on Wednesday 21 October; completion is booked for Monday 26… The answer: Message to Dan and Ellie Subject: Your mortgage offer and completion date Hi Dan and Ellie,
One example, shortened. The score is from Trilly's test. See the skill

Skills for fact finds, client summaries, renewal reviews and compliance notes.

The skill for mortgage and insurance brokers

Worldwide skills first, then the newest. Updated 29 October 2026.

Each skill is a workflow your AI follows when you ask.

What you ask stays with you.

Skills run inside your own AI app. Trilly never sees what you asked or what your AI answered.

  1. Link

    Link Claude to Trilly, once. Any Claude plan can link, on the web or the desktop app. See the steps

    What you need
    • Any Claude plan: Free, Pro, Max, Team or Enterprise.
    • On the Free plan you can add one custom connector, which is what Claude calls an app like Trilly.
    • On Team and Enterprise plans members can't add one: an Owner adds Trilly in Organization settings, Connectors. Then you press Connect.
    • Add it on claude.ai or in the desktop app. It's then in Claude on your phone too.
    • We linked Claude to Trilly on 19 October 2026, on claude.ai with the Max plan. We haven't added a skill from a Claude chat yet.
    • Can't link? Download skills and add them by hand
  2. Add

    Ask Claude for a skill, for example: "find a free skill on Trilly for my budget and add it".

    Your first skill in Claude
    • Back in a chat, ask Claude: "find a free skill on Trilly for my budget and add it". Or ask for a skill by the name on its Trilly page. Claude shows you what it's about to do. After that, ask as normal: when a request matches one of your skills, Claude gets the latest checked version from Trilly.
  3. Ask

    Ask as you normally would. Want it to use your email or calendar? Connect them in Claude first.

    Connecting apps in Claude
    • In Claude, open Customize, then Connectors. Pick the app, press Connect, and sign in on that app's own page. In a chat, press + and Connectors to switch one on or off. Keep anything that changes things on Needs approval.
    • Checked 12 October 2026 on the app makers' own pages. Connected apps, explained

Jobs you can hand to your AI

6 more jobs have no skill yet. Tell us which you need: we use every request to decide which skills to make next.

Questions people ask

What's the best AI skill for mortgage and insurance brokers?

On Trilly, Home Loan: Fact Find to Settlement by Trilly Originals is made for mortgage and insurance brokers. Run each home loan from fact find to settlement: documents chased, disclosures on time, reasons recorded and every date tracked. None has enough use to rank yet.

Which AI apps do these skills work with?

Claude, ChatGPT and Gemini, plus coding apps such as Cursor and GitHub Copilot. Every skill's Add to my AI page offers a copy for each of them, with the steps for your app. The apps a skill was tested in are marked, and the rest say they're not tested in that app yet. If an app can't do part of a skill, that app's step says so.

Are skills for mortgage and insurance brokers free?

Not yet. The skill here shows its price before you add it.

What's the job you keep putting off?

See how it works