Identified aclientplanning tomove within12 monthsAsked abouthomeimprovementsDiscussedhomeownershipgoalsDiscusseddebtconsolidationthroughhome equityReferred aclient to FSAor BSA inaddition toHL referralIdentified agrowingfamilyneedingmore spaceScheduledanappointmentwith CSAIdentifieda first-timehomebuyerDiscussedhomeequityDiscussedinvestmentpropertygoalsUsed amortgageconversationstarterIntroducedamortgagespecialistAsked aboutfutureretirementhousingplansAsked theclient ifthey rentor ownDiscussedmoving orrelocationplansShared ahomeownershipresource/PCHCompleteda warmhandoff toCSAReviewedthe clientscurrentmortgageUncovereda refinanceopportunityUncovereda futurehomepurchaseDiscussedmonthlypaymentgoalsDiscussedcreditreadiness forhomeownershipMade aqualityhome loanreferralReceived aclientcommitmentor follow-upIdentified aclientplanning tomove within12 monthsAsked abouthomeimprovementsDiscussedhomeownershipgoalsDiscusseddebtconsolidationthroughhome equityReferred aclient to FSAor BSA inaddition toHL referralIdentified agrowingfamilyneedingmore spaceScheduledanappointmentwith CSAIdentifieda first-timehomebuyerDiscussedhomeequityDiscussedinvestmentpropertygoalsUsed amortgageconversationstarterIntroducedamortgagespecialistAsked aboutfutureretirementhousingplansAsked theclient ifthey rentor ownDiscussedmoving orrelocationplansShared ahomeownershipresource/PCHCompleteda warmhandoff toCSAReviewedthe clientscurrentmortgageUncovereda refinanceopportunityUncovereda futurehomepurchaseDiscussedmonthlypaymentgoalsDiscussedcreditreadiness forhomeownershipMade aqualityhome loanreferralReceived aclientcommitmentor follow-up

Home Loan Days! - Call List

(Print) Use this randomly generated list as your call list when playing the game. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


1
I
2
B
3
B
4
I
5
O
6
B
7
G
8
G
9
G
10
I
11
G
12
N
13
N
14
I
15
I
16
O
17
G
18
B
19
N
20
N
21
O
22
B
23
O
24
O
  1. I-Identified a client planning to move within 12 months
  2. B-Asked about home improvements
  3. B-Discussed home ownership goals
  4. I-Discussed debt consolidation through home equity
  5. O-Referred a client to FSA or BSA in addition to HL referral
  6. B-Identified a growing family needing more space
  7. G-Scheduled an appointment with CSA
  8. G-Identified a first-time home buyer
  9. G-Discussed home equity
  10. I-Discussed investment property goals
  11. G-Used a mortgage conversation starter
  12. N-Introduced a mortgage specialist
  13. N-Asked about future retirement housing plans
  14. I-Asked the client if they rent or own
  15. I-Discussed moving or relocation plans
  16. O-Shared a home ownership resource/ PCH
  17. G-Completed a warm handoff to CSA
  18. B-Reviewed the clients current mortgage
  19. N-Uncovered a refinance opportunity
  20. N-Uncovered a future home purchase
  21. O-Discussed monthly payment goals
  22. B-Discussed credit readiness for home ownership
  23. O-Made a quality home loan referral
  24. O-Received a client commitment or follow-up