93% Adherence (Week) 1+ NBA Discuss Borrowing Needs Universal Access Read MO OFI PAD disclosure Enroll SOL Offer Credit Card Read Conditional Lien Rel Ltr Disclosure Enroll VB Ext Request Update RKO : Paperless Email Capture Closed call with survey Inform CX (birthday) Read MO OFI PAD disclosure Enroll VB Account Type Switch Read Mortgage Prepayment Disclosure Offer Credit Card Email Capture Offer ODP Credit Limit Increase Closed call with Survey Update Customer Info 93% Adherence (Week) 1+ NBA Discuss Borrowing Needs Universal Access Read MO OFI PAD disclosure Enroll SOL Offer Credit Card Read Conditional Lien Rel Ltr Disclosure Enroll VB Ext Request Update RKO : Paperless Email Capture Closed call with survey Inform CX (birthday) Read MO OFI PAD disclosure Enroll VB Account Type Switch Read Mortgage Prepayment Disclosure Offer Credit Card Email Capture Offer ODP Credit Limit Increase Closed call with Survey Update Customer Info
(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.
*-93% Adherence (Week)
B-1+ NBA
*-Discuss Borrowing Needs
*-Universal Access
*-Read MO OFI PAD disclosure
N-Enroll SOL
*-Offer Credit Card
*-Read Conditional Lien Rel Ltr Disclosure
N-Enroll VB
A-Ext Request
A-Update RKO : Paperless
N-Email Capture
B-Closed call with survey
N-Inform CX (birthday)
A-Read MO OFI PAD disclosure
A-Enroll VB
*-Account Type Switch
*-Read Mortgage Prepayment Disclosure
A-Offer Credit Card
B-Email Capture
*-Offer ODP
B-Credit Limit Increase
N-Closed call with Survey
*-Update Customer Info