Run each home loan from fact find to settlement: documents chased, disclosures on time, reasons recorded and every date tracked.

Add it to Claude, ChatGPT, Gemini and more.

What's changed in Home Loan: Fact Find to Settlement

Versions that passed Trilly's checks, newest first.

  1. Version 1.0.4 · 29 Oct 2026
    • The Grok copy now says when a reference file isn't attached, instead of answering from memory.
    • With no business file, it leaves a blank for your licence number in the disclosures instead of asking for it in the chat.
    • Nothing else changed.
  2. Version 1.0.2 · 28 Oct 2026

    Adds a version to paste into Grok's own skills, and sets up Grok and Grok Build.

    What else changed in version 1.0.2
    • States plainly, in the skill and every copy, that the client never types a card, bank login, tax or ID number into the chat: only the kinds of document are named, and they go to the broker's secure system.
    • Nothing else changed.
  3. Version 1.0.0 · 24 Oct 2026

An update that needs more access than yours waits for your yes.

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