Search this site
Embedded Files
Skip to main content
Skip to navigation
TAP CRM User Guide
Home
Get started with TAP
Login to your CRM
User Details & PD Tracking
The Taskbar
Dashboard Overview
Lead & Client Overview
Business Overview
Pipeline Overview
Activities & Documents Overview
Reports Overview
File Overview
Services Overview
Business Dashboard
Security Access Level
Other Helpful CRM Tips
Update Videos
Glossary
Advice Process Overview
Online Advice Tools
Life Online Advice Tool
Life Online Advice Tool Guide
Client Alteration Request
KiwiSaver Online Advice Tool
KiwiSaver/Life Online Advice Tool
Mortgage Online Advice Tool
Claim Process
Complaint
How-To Hub
Admin Processes
Export Client Reports
Merge & Delete
Export Overview
Calendar
Deceased Clients
Swapping Primary Client
Transfer / Split Clients
CRM Automated Emails
Referring A Client
Adding a new Adviser to your FAP
Data Entry Process
TAP Services
TAP Support Services
Wizards
Full Admin
Templated Emails
Admin VS Wizards
Compliance Subscription
FDRS
PI Cover
Add New Adviser to existing Policy
Client Review Calling
Disclosure Statement (TAP Template)
Quotemonster
MailChimp
Referral Partners
Blanket - Domestic Insurance
Prospa
Tower - Fire & General Referrals
LoanOptions.ai
BizCap
Mortgage Aggregation
ANZ
ASB
Pepper Money NZ
Liberty Financial
SBS Bank
Westpac
BNZ
The Co-Operative Bank
Unity Money (NZCU)
Avanti Finance
Basecorp Finance
Prospa
AIA
Heartland Bank
KiwiBank
Southern Cross Partners
Resimac
Bluestone
GEM by Latitude
Get Accredited with GEM
GEM's Accreditation Session
GEM's Accreditation Application Form
NBS (Nelson Building Society)
TAP Resource Library - Mortgages
Using Lender Logos
TAP Mortgage Aggregation - FAQs
TAP Info Hub
Announcements
TAP Webinars
Past Webinars
Newsletters
TAP Tips - Newsletters
FAQ's
Google Forms
Key contacts
TAP CRM User Guide
Admin VS Wizards
Report abuse
Report abuse
