DiscussedmonthlypaymentgoalsDiscusseddebtconsolidationthroughhome equityUncovereda refinanceopportunityIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsShared ahomeownershipresource/PCHAsked abouthomeimprovementsUsed amortgageconversationstarterDiscussedhomeequityReviewedthe clientscurrentmortgageCompleteda warmhandoff toCSAIntroducedamortgagespecialistAsked theclient ifthey rentor ownUncovereda futurehomepurchaseAsked aboutfutureretirementhousingplansIdentifieda first-timehomebuyerReferred aclient to FSAor BSA inaddition toHL referralIdentified agrowingfamilyneedingmore spaceScheduledanappointmentwith CSAReceived aclientcommitmentor follow-upDiscussedinvestmentpropertygoalsMade aqualityhome loanreferralDiscussedmoving orrelocationplansDiscussedcreditreadiness forhomeownershipDiscussedmonthlypaymentgoalsDiscusseddebtconsolidationthroughhome equityUncovereda refinanceopportunityIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsShared ahomeownershipresource/PCHAsked abouthomeimprovementsUsed amortgageconversationstarterDiscussedhomeequityReviewedthe clientscurrentmortgageCompleteda warmhandoff toCSAIntroducedamortgagespecialistAsked theclient ifthey rentor ownUncovereda futurehomepurchaseAsked aboutfutureretirementhousingplansIdentifieda first-timehomebuyerReferred aclient to FSAor BSA inaddition toHL referralIdentified agrowingfamilyneedingmore spaceScheduledanappointmentwith CSAReceived aclientcommitmentor follow-upDiscussedinvestmentpropertygoalsMade aqualityhome loanreferralDiscussedmoving orrelocationplansDiscussedcreditreadiness forhomeownership

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