Run client fact finds with AI

Try Home Loan: Fact Find to Settlement by Trilly.

Updated 29 October 2026. Newest first: none has enough use to rank yet. How we rank skills

Skills that do this

  1. Home Loan

    by Trilly Money @trilly

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

    Beats a well-prompted AI

    A$79 a month

    Save Home Loan (log in first)

    Too new to rank: not enough use yet

How to run client fact finds with AI

  1. Pick a skill

    Choose a skill made for this job, such as Home Loan: Fact Find to Settlement. Not enough people have used it yet to show numbers.

  2. Add it to your AI

    Press "Add to my AI" on the skill's page. The guide for your app shows each step.

  3. Ask for what you need

    Ask your AI to run client fact finds, and give it the details it needs.

  4. Check before you use it

    Read the result and fix anything that's not right for you. Skills make the AI much better at the job, but you're still the expert.

New to skills? What an AI skill is · Guides for adding skills to each AI app

Questions people ask

What's the best AI skill to run client fact finds?

No skill for this has enough use to rank yet. Home Loan: Fact Find to Settlement by Trilly is made for it.

Can AI run client fact finds for me?

Yes, with the right skill your AI does most of the work: it knows how an expert would do it and asks you for the details it needs. You check the result before you use it.

Are these skills free?

The skills here are paid. Each shows its price before you add it.

How are these skills ranked?

By real use: how many people keep using a skill a month after adding it and how often it does the job. None of the skills here has enough use for that yet, so the newest come first.