WELCOME TO
WELCOME TO
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We’re thrilled to have you with us. To ensure a smooth transition to the TAP CRM, we’ve prepared this user guide manual to help you get started. Dive in to familiarize yourself with the features and capabilities of our platform, and make the most of your new CRM system.
If you have any questions or need additional help, the TAP team is also here to support you every step of the way.
Explore the guide now!
This is your guide for clear, practical CRM tutorials. Learn to navigate the CRM, export reports, find data, and master everyday tasks. These easy-to-follow guides address common questions from the TAP Community, providing direct instructions to help you use the CRM with confidence.
From Doing to Reporting: We've Got You Covered.
From Doing to Reporting: We've Got You Covered.
Our Support Services can manage this documentation for you, significantly reducing your personnel management and staff resources, while ensuring high accuracy.
This frees you up to focus on business growth.
The core of your business relies on doing the work, recording it, and reporting it, all while meeting FMA standards. TAP CRM handles reporting, but accurate recording is crucial.
YES, WE ARE.
YES, WE ARE.
TAP is a registered mortgage aggregator in New Zealand. We provide advisers with access to a panel of lenders, manage commission flows, and support compliance with FMA regulations.
This means we handle everything from adviser onboarding, system setup, to ensuring disclosures, FSP details. Know more about how we can help you!
At TAP, we enhance our membership value by providing additional services such as FDRS, PI Cover, Quotemonster, and improved client engagement via MailChimp.
Let's chat about it!
Connect. Refer. Earn.
Connect. Refer. Earn.
TAP makes it easy to connect with top Referral Partners and start earning commissions! Expand your network, refer with confidence, and turn connections into income seamlessly.
TAP News & Updates
TAP News & Updates
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