TAP TAP GO
Reduce uncertainty before the meeting
Someone considering a property purchase may be uncertain about what an adviser does or what a first appointment involves. A profile can explain the general meeting format and link an approved preparation guide. Keep the tone welcoming without suggesting approval, borrowing capacity or a particular outcome.
Protect the detailed discussion
Provide a private, approved contact route for individual circumstances. Avoid asking visitors to place financial records in public comments or general contact fields. Tap Tap Go can make the adviser and supporting resources easier to find, while assessment, permissions and any recommendations stay within the adviser’s professional process.
A hypothetical scene
A hypothetical first-time buyer meets an adviser at an open event. The shared profile explains the appointment process and whom to contact. The buyer books a discussion and asks which documents are appropriate, without receiving a borrowing promise from the profile.
Make it practical.
Use this checklist as you read. Checks are not stored.Published by Tap Tap Go. Product availability and eligibility vary by programme and market. About our stories.
