Identified agrowingfamilyneedingmore spaceMade aqualityhome loanreferralDiscusseddebtconsolidationthroughhome equityReceived aclientcommitmentor follow-upDiscussedcreditreadiness forhomeownershipAsked theclient ifthey rentor ownReferred aclient to FSAor BSA inaddition toHL referralAsked aboutfutureretirementhousingplansAsked abouthomeimprovementsIdentifieda first-timehomebuyerDiscussedhomeequityUncovereda futurehomepurchaseDiscussedinvestmentpropertygoalsShared ahomeownershipresource/PCHReviewedthe clientscurrentmortgageScheduledanappointmentwith CSAUncovereda refinanceopportunityUsed amortgageconversationstarterDiscussedmonthlypaymentgoalsIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsDiscussedmoving orrelocationplansCompleteda warmhandoff toCSAIntroducedamortgagespecialistIdentified agrowingfamilyneedingmore spaceMade aqualityhome loanreferralDiscusseddebtconsolidationthroughhome equityReceived aclientcommitmentor follow-upDiscussedcreditreadiness forhomeownershipAsked theclient ifthey rentor ownReferred aclient to FSAor BSA inaddition toHL referralAsked aboutfutureretirementhousingplansAsked abouthomeimprovementsIdentifieda first-timehomebuyerDiscussedhomeequityUncovereda futurehomepurchaseDiscussedinvestmentpropertygoalsShared ahomeownershipresource/PCHReviewedthe clientscurrentmortgageScheduledanappointmentwith CSAUncovereda refinanceopportunityUsed amortgageconversationstarterDiscussedmonthlypaymentgoalsIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsDiscussedmoving orrelocationplansCompleteda warmhandoff toCSAIntroducedamortgagespecialist

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