Connect Us code used Spoke to both customer and 3rd party on same account Request to remove PMI Fastpay processed New Purchase/ Refinance Inquiry Called Advisory Line Account in IN Called Tax Team Account in FL CAT Tool Used Called Insurance Team Used Admin Tool for payment confirmation Emailed Payoff Quote Cancelled paperless statements Completed 10 calls Monitoring Account Document Request Customer Misapplied Payment Explained Escrow Analysis Customer request for refund Spoke with New Customer 6/1 Account in OH Account in CA Lien Release Follow Up Connect Us code used Spoke to both customer and 3rd party on same account Request to remove PMI Fastpay processed New Purchase/ Refinance Inquiry Called Advisory Line Account in IN Called Tax Team Account in FL CAT Tool Used Called Insurance Team Used Admin Tool for payment confirmation Emailed Payoff Quote Cancelled paperless statements Completed 10 calls Monitoring Account Document Request Customer Misapplied Payment Explained Escrow Analysis Customer request for refund Spoke with New Customer 6/1 Account in OH Account in CA Lien Release Follow Up
(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.
I-Connect Us code used
N-Spoke to both customer and 3rd party on same account
I-Request to remove PMI
O-Fastpay processed
G-New Purchase/ Refinance Inquiry
B-Called Advisory Line
O-Account in IN
B-Called Tax Team
B-Account in FL
N-CAT Tool Used
N-Called Insurance Team
N-Used Admin Tool for payment confirmation
I-Emailed Payoff Quote
I-Cancelled paperless statements
G-Completed 10 calls
O-Monitoring Account
G-Document Request
B-Customer Misapplied Payment
I-Explained Escrow Analysis
O-Customer request for refund
G-Spoke with New Customer
6/1
G-Account in OH
O-Account in CA
B-Lien Release Follow Up