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