Resources
A growing collection of spreadsheets, documents, checklists, and templates shared with the TAP community. Download, copy, and make them your own.
TAP-OS Guide
Step-by-step walkthrough of the TAP-OS CRM, Task Plans, Task Manager, Transaction Management, Projects & Events and Reporting.
OpenVision & Traction Suite
EOS-style operating system for your business: Vision/Traction Organizer, quarterly Rocks, a weekly Scorecard fed by TAP-OS, an Issues List and a guided Level 10 meeting.
OpenWebsite Builder
Build your own multi-page agent website. Edit every section, colour and font, show your listings automatically, and send every inquiry straight into your CRM with follow-up tasks.
OpenObjection Handler Library
Searchable library of the objections agents hear most — paired with conversational responses for sellers, buyers, FSBOs, and expireds.
OpenSeller Net Sheet
Estimate a seller's net proceeds at closing. Adjust price, payoff, commissions, concessions, and closing costs in real time.
OpenBuyer Cost Sheet
Walk a buyer through cash-to-close: down payment, lender fees, escrows, prepaids, plus their full monthly payment (PITI + HOA + PMI).
OpenCommission Calculator
From sale price to take-home: factor in commission, splits, franchise fees, transaction fees, referrals, and taxes.
OpenBusiness Planning Calculator
Reverse-engineer your income goal: enter a commission target and conversion rates to see the closings, appointments, and daily conversations required.
OpenMarket Snapshot & Daily Rates
Today's mortgage rates from Mortgage News Daily, zip-code housing data from Realtor.com and the Census, plus a copy-ready client market update.
OpenCMA Worksheet
Interactive CMA. Drop in 3–6 comparables with adjustments and instantly see $/SqFt, averages, medians, and a suggested list price.
OpenGlossary of Real Estate Terms
Plain-English definitions of the terms agents, buyers, and sellers run into every day. Searchable A–Z reference.
OpenAppointment/Consultations
Adam Taylor & Team's appointment playbooks: the MAP Method buyer worksheet covering Mortgage & Money Matters, Analysis & Strategy, and Property Search & Selection — and the DASH Method listing process covering Discovery, Analysis, Strategy, and House Prep. Download, print, and keep them in your CRM for every client.
Mastermind Forum
Join the TAP community discussion — ask questions, share wins, and learn from other agents working the same playbook. Currently in Beta; access is invite-only.
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