IntroducedamortgagespecialistUsed amortgageconversationstarterScheduledanappointmentwith CSAAsked aboutfutureretirementhousingplansDiscussedinvestmentpropertygoalsUncovereda futurehomepurchaseDiscusseddebtconsolidationthroughhome equityDiscussedhomeownershipgoalsDiscussedcreditreadiness forhomeownershipDiscussedhomeequityDiscussedmonthlypaymentgoalsAsked abouthomeimprovementsIdentified aclientplanning tomove within12 monthsIdentified agrowingfamilyneedingmore spaceIdentifieda first-timehomebuyerReferred aclient to FSAor BSA inaddition toHL referralShared ahomeownershipresource/PCHMade aqualityhome loanreferralAsked theclient ifthey rentor ownReviewedthe clientscurrentmortgageUncovereda refinanceopportunityDiscussedmoving orrelocationplansReceived aclientcommitmentor follow-upCompleteda warmhandoff toCSAIntroducedamortgagespecialistUsed amortgageconversationstarterScheduledanappointmentwith CSAAsked aboutfutureretirementhousingplansDiscussedinvestmentpropertygoalsUncovereda futurehomepurchaseDiscusseddebtconsolidationthroughhome equityDiscussedhomeownershipgoalsDiscussedcreditreadiness forhomeownershipDiscussedhomeequityDiscussedmonthlypaymentgoalsAsked abouthomeimprovementsIdentified aclientplanning tomove within12 monthsIdentified agrowingfamilyneedingmore spaceIdentifieda first-timehomebuyerReferred aclient to FSAor BSA inaddition toHL referralShared ahomeownershipresource/PCHMade aqualityhome loanreferralAsked theclient ifthey rentor ownReviewedthe clientscurrentmortgageUncovereda refinanceopportunityDiscussedmoving orrelocationplansReceived aclientcommitmentor follow-upCompleteda warmhandoff toCSA

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