Used amortgageconversationstarterIdentified agrowingfamilyneedingmore spaceDiscussedmonthlypaymentgoalsDiscussedhomeownershipgoalsUncovereda refinanceopportunityAsked aboutfutureretirementhousingplansMade aqualityhome loanreferralReviewedthe clientscurrentmortgageShared ahomeownershipresource/PCHIdentified aclientplanning tomove within12 monthsDiscussedcreditreadiness forhomeownershipDiscusseddebtconsolidationthroughhome equityDiscussedmoving orrelocationplansReferred aclient to FSAor BSA inaddition toHL referralScheduledanappointmentwith CSADiscussedinvestmentpropertygoalsIdentifieda first-timehomebuyerReceived aclientcommitmentor follow-upCompleteda warmhandoff toCSAAsked abouthomeimprovementsUncovereda futurehomepurchaseDiscussedhomeequityAsked theclient ifthey rentor ownIntroducedamortgagespecialistUsed amortgageconversationstarterIdentified agrowingfamilyneedingmore spaceDiscussedmonthlypaymentgoalsDiscussedhomeownershipgoalsUncovereda refinanceopportunityAsked aboutfutureretirementhousingplansMade aqualityhome loanreferralReviewedthe clientscurrentmortgageShared ahomeownershipresource/PCHIdentified aclientplanning tomove within12 monthsDiscussedcreditreadiness forhomeownershipDiscusseddebtconsolidationthroughhome equityDiscussedmoving orrelocationplansReferred aclient to FSAor BSA inaddition toHL referralScheduledanappointmentwith CSADiscussedinvestmentpropertygoalsIdentifieda first-timehomebuyerReceived aclientcommitmentor follow-upCompleteda warmhandoff toCSAAsked abouthomeimprovementsUncovereda futurehomepurchaseDiscussedhomeequityAsked theclient ifthey rentor ownIntroducedamortgagespecialist

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