Mortgage Referral Small Business Loan Referral Got a non-client to open an acct Auto Loan referral 1 Business DDA opened/referred Wealth Referral Consumer Loan App/Referral 2 Credit Card Apps/Referred 15 Calls in a day 1 APPROVED Credit Card/Referral 30 Calls in a week 2 DDA's opened/referred Talked client out of closing account All trainings are done Mortgage Referral Obtained a lead Set 3 appointments for a week 3 DDA's opened/Referred No overdue tasks/Stale Opportunities Helped a co-worker out Consumer Loan App/Referral 1 DDA opened/referred for a day You got complimented from a customer HELOC App/Referral Mortgage Referral Small Business Loan Referral Got a non-client to open an acct Auto Loan referral 1 Business DDA opened/referred Wealth Referral Consumer Loan App/Referral 2 Credit Card Apps/Referred 15 Calls in a day 1 APPROVED Credit Card/Referral 30 Calls in a week 2 DDA's opened/referred Talked client out of closing account All trainings are done Mortgage Referral Obtained a lead Set 3 appointments for a week 3 DDA's opened/Referred No overdue tasks/Stale Opportunities Helped a co-worker out Consumer Loan App/Referral 1 DDA opened/referred for a day You got complimented from a customer HELOC App/Referral
(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.
O-Mortgage Referral
G-Small Business Loan Referral
O-Got a non-client to open an acct
G-Auto Loan referral
I-1 Business DDA opened/referred
B-Wealth Referral
O-Consumer Loan App/Referral
O-2 Credit Card Apps/Referred
O-15 Calls in a day
B-1 APPROVED Credit Card/Referral
B-30 Calls in a week
I-2 DDA's opened/referred
N-Talked client out of closing account
N-All trainings are done
I-Mortgage Referral
N-Obtained a lead
I-Set 3 appointments for a week
G-3 DDA's opened/Referred
G-No overdue tasks/Stale Opportunities
G-Helped a co-worker out
B-Consumer Loan App/Referral
B-1 DDA opened/referred for a day
I-You got complimented from a customer
N-HELOC App/Referral