This bingo card has a free space and 24 words: Discussed home ownership goals, Asked the client if they rent or own, Uncovered a future home purchase, Discussed home equity, Made a quality home loan referral, Reviewed the clients current mortgage, Discussed moving or relocation plans, Introduced a mortgage specialist, Identified a first-time home buyer, Discussed monthly payment goals, Asked about home improvements, Discussed debt consolidation through home equity, Scheduled an appointment with CSA, Referred a client to FSA or BSA in addition to HL referral, Identified a growing family needing more space, Discussed investment property goals, Asked about future retirement housing plans, Used a mortgage conversation starter, Shared a home ownership resource/ PCH, Discussed credit readiness for home ownership, Identified a client planning to move within 12 months, Uncovered a refinance opportunity, Completed a warm handoff to CSA and Received a client commitment or follow-up.
Case Conceptualization Bingo! | Bringing In New Growth Opportunities | Bringing In New Growth Opportunities | First Financial Bank Bingo☺ | Referral BINGO!
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