DiscussedhomeequityShared ahomeownershipresource/PCHUsed amortgageconversationstarterDiscussedmonthlypaymentgoalsDiscusseddebtconsolidationthroughhome equityIdentifieda first-timehomebuyerIdentified agrowingfamilyneedingmore spaceReviewedthe clientscurrentmortgageReceived aclientcommitmentor follow-upUncovereda futurehomepurchaseAsked theclient ifthey rentor ownDiscussedinvestmentpropertygoalsUncovereda refinanceopportunityMade aqualityhome loanreferralCompleteda warmhandoff toCSAReferred aclient to FSAor BSA inaddition toHL referralScheduledanappointmentwith CSADiscussedcreditreadiness forhomeownershipIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsAsked aboutfutureretirementhousingplansIntroducedamortgagespecialistDiscussedmoving orrelocationplansAsked abouthomeimprovementsDiscussedhomeequityShared ahomeownershipresource/PCHUsed amortgageconversationstarterDiscussedmonthlypaymentgoalsDiscusseddebtconsolidationthroughhome equityIdentifieda first-timehomebuyerIdentified agrowingfamilyneedingmore spaceReviewedthe clientscurrentmortgageReceived aclientcommitmentor follow-upUncovereda futurehomepurchaseAsked theclient ifthey rentor ownDiscussedinvestmentpropertygoalsUncovereda refinanceopportunityMade aqualityhome loanreferralCompleteda warmhandoff toCSAReferred aclient to FSAor BSA inaddition toHL referralScheduledanappointmentwith CSADiscussedcreditreadiness forhomeownershipIdentified aclientplanning tomove within12 monthsDiscussedhomeownershipgoalsAsked aboutfutureretirementhousingplansIntroducedamortgagespecialistDiscussedmoving orrelocationplansAsked abouthomeimprovements

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