Overview
BrokerBuddie’s AI assistants fall into two broad types: some are trained on lender credit policies—documents, forms, and video content—while others are pre-prompted to help you complete specific tasks. You use what the app provides; you are not expected to upload your own files to “train” a new assistant from scratch.
Credit Policy Assistance is described as the most capable set in the app: assistants trained on more than 100,000 pages of credit policy material and over 100 hours of transcribed lender webinars, so you can ask policy-style questions as if you were messaging a BDM who knows the manuals in depth.
Why it matters: The value is in choosing the right assistant, giving enough context in your prompts (especially for credit policy), and using favorites, marketing tools, and saved prompts where the product offers them.
How It Works
Content in this section reflects how AI assistance is explained in BrokerBuddie’s product walkthrough.
Two kinds of help
Assistants are either trained on lender credit policies and related materials or pre-prompted to guide you through a task (for example marketing scripts). Credit policy–focused assistants draw on large, curated policy and webinar content; pre-prompted ones walk you through a structured output.
Organised by lending area
Credit policy assistance is grouped for navigation—for example business and commercial lending, asset finance (consumer and commercial), residential lending, personal loans, and private lending. That helps you open the assistant that matches the deal you are working on.
Private lending coverage
Under private lending, the knowledge base includes a large set of private lenders across Australia (on the order of 60 in the walkthrough). You can get details such as how much they lend, whether they do construction, which postcodes and security types they cover, and loan amounts—alongside other fields, with those items called out as a minimum.
Favorites, marketing tools, and saved prompts
Use the star to add credit policy assistants you rely on to favorites. Marketing tools are pre-prompted—for example generating a referral partner cold email—and can incorporate your company and the products or services you want in the prompt. In each chat, you can create and save reusable prompts for yourself or share them with everyone on your team, or keep them private.
Prompt credit policy assistants like a BDM email
For credit policy assistance, the more information you include, the better the answer—similar to emailing a BDM with a full scenario. The assistant is framed as knowing the policy content deeply; how you ask and how much context you provide determines the quality of the reply.
Using AI Assistants
Open AI Assistants from your dashboard, pick the category and assistant that match your task, then chat. For deep policy questions, use Credit Policy AI Assistants for the full feature set (categories, favorites, private lenders, marketing tools, and prompts) described there.
Main assistant families
These groupings match how the product is presented in the walkthrough—not an exhaustive list of every assistant name.
Credit Policy Assistance
Trained on very large volumes of credit policy documents and transcribed lender webinars—framed in the app as the strongest AI assistance for policy questions. Split by lending area (including private lending with broad lender coverage).
Marketing tools (pre-prompted)
Assistants with prompts already built in—for example, drafting a referral-partner cold email—where you can plug in your business details, products, and services.
Private lending knowledge
Within private lending, many private lenders are included (on the order of 60 in the walkthrough), Australia-wide, with core details such as loan amounts, construction, postcodes, and security types—whether or not a given lender is on your panel.
Features in the app
The walkthrough highlights practical controls that sit alongside chatting—especially for credit policy and marketing use cases.
Favorites
Star the credit policy assistants you use often so they are easy to return to.
Saved prompts
In each chat, save prompts you reuse. You can share them with your whole team or keep them private.
Marketing tools
Pre-prompted flows—for example, referral-partner outreach—where you add your business and offer details into the prompt.
Rich prompts for policy questions
For credit policy assistance, include as much scenario detail as you can—the experience is compared to emailing a BDM with a full file: the model knows the policies, but your prompt shapes the answer.
Best Practices
Aligned with the product walkthrough on getting strong answers from AI assistance.
Give credit policy assistants the full picture
Treat prompts like a detailed email to a BDM: include everything relevant to the scenario. More context generally yields better answers.
Save prompts you reuse
Build a library of saved prompts in chat—share with the team when it helps everyone stay consistent.
Use the right category
Pick the lending area that matches the deal (residential, commercial, private lending, and so on) so the assistant’s scope lines up with your question.
Connections to Other Features
AI Assistants sit alongside the rest of the platform—for deeper policy detail, use the dedicated credit policy article.
Credit Policy AI Assistants
Full documentation for categories, private lenders, favorites, marketing tools, and prompts
AI File Chat
Work with your own files in a separate document-chat workflow when you need file-specific Q&A
How-to Videos
More visual walkthroughs of BrokerBuddie features
Common Questions
What kinds of AI assistance does BrokerBuddie offer?
In the product walkthrough, assistants are either trained on lender credit policies and related materials or pre-prompted to help with specific outputs (such as marketing scripts). Credit policy assistance is trained on very large policy and webinar corpora.
Do I upload my own documents to “train” an assistant?
End users are not described as uploading training files to create assistants. Policy knowledge is curated by BrokerBuddie; you use the assistants and prompts provided. For your own documents, use AI File Chat or other document workflows.
How are credit policy assistants organised?
They are grouped by lending area—for example business and commercial, asset finance, residential, personal loans, and private lending—with private lending including broad coverage of private lenders.
How do I get better answers from credit policy assistance?
Include as much scenario detail as you can—the experience is compared to emailing a BDM with a complete file. The assistant is framed as knowing the policy content; your prompt quality drives the quality of the reply.
Can I save prompts or share them with my team?
Yes. In each chat you can create and save prompts you use often, share them with all users on the account, or keep them private.
What are marketing tools in this context?
They are pre-prompted assistants—for example, generating a referral-partner cold email—where you add your company name and the products or services to include.
Where can I read more about credit policy AI?
See the Credit Policy AI Assistants help article for categories, favorites, private lenders, and related detail.