IntroducedamortgagespecialistIdentifieda first-timehomebuyerUncovereda futurehomepurchaseUsed amortgageconversationstarterDiscussedcreditreadiness forhomeownershipAsked abouthomeimprovementsCompleteda warmhandoff toCSAIdentified agrowingfamilyneedingmore spaceReviewedthe clientscurrentmortgageAsked aboutfutureretirementhousingplansReceived aclientcommitmentor follow-upDiscussedinvestmentpropertygoalsDiscussedhomeownershipgoalsIdentified aclientplanning tomove within12 monthsMade aqualityhome loanreferralReferred aclient to FSAor BSA inaddition toHL referralDiscussedhomeequityDiscussedmonthlypaymentgoalsScheduledanappointmentwith CSADiscusseddebtconsolidationthroughhome equityShared ahomeownershipresource/PCHUncovereda refinanceopportunityDiscussedmoving orrelocationplansAsked theclient ifthey rentor ownIntroducedamortgagespecialistIdentifieda first-timehomebuyerUncovereda futurehomepurchaseUsed amortgageconversationstarterDiscussedcreditreadiness forhomeownershipAsked abouthomeimprovementsCompleteda warmhandoff toCSAIdentified agrowingfamilyneedingmore spaceReviewedthe clientscurrentmortgageAsked aboutfutureretirementhousingplansReceived aclientcommitmentor follow-upDiscussedinvestmentpropertygoalsDiscussedhomeownershipgoalsIdentified aclientplanning tomove within12 monthsMade aqualityhome loanreferralReferred aclient to FSAor BSA inaddition toHL referralDiscussedhomeequityDiscussedmonthlypaymentgoalsScheduledanappointmentwith CSADiscusseddebtconsolidationthroughhome equityShared ahomeownershipresource/PCHUncovereda refinanceopportunityDiscussedmoving orrelocationplansAsked theclient ifthey rentor own

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