DisclosureJumpPageCo-signers must reside withinthe same state as the primaryapplicant. The co-signer mustsign the loan documents atclosing along with the primaryapplicant. Verify the caller hascertain pieces of informationavailable, Using CBD, processa new30 days/CBDCustomerfolder- CreditX-SellTo establish aCredit Card tomeet the clientsimmediateneedsMaritalstatusAcknowledge theclient’s objection andthank him/her forbringing this concern toyour attention, Probe,Respond, GainPermission to reviewrelationship- To apply for acredit card or aline increase overthe phone, theapplicant must beat least 21 yearsof ageNotes toLendersectionYES. As longas some of themoney is beingused for homeimprovementThank the clientfor their timeand ask for abetter time tocall back12,500to find outinformation tomeet the client’scurrent and futurefinancial needs?- List Items that are notlisted on the creditreport along with thetype of debt and thebank/company withwhich the accounts areheld and the amount toconsolidate if clientwants to consolidate.advise your client of the creditlimit, Click “Accept” next toeach offer in which the client isinterested and then click “OK”then Add the pre-approvedproduct(s) from the ProductTree to the application and setup the correct accountownership.name of the private selleror dealership make modelmileage list of optionsVIN lienholderinformation, if any Note:This is applicable forprivate sellers. Downpayment or trade-in Note:This is applicable fordealer salesNO, you cannotuse non owneroccupiedcollateral for aHome EquityLoanwithin thefirst 60 daysfollowingaccountopening- To apply for acredit card or aline increase overthe phone, theapplicant must beat least 18 yearsof age5businessdaysPremiumFulfillmentSitewithin thefirst 90 daysfollowingaccountopening– The title of anapplicant on a creditproduct who isguaranteeingrepayment when theapplicant does not havesufficient credit history(excluding credit cards).18,750YES. Therates aredifferenthowever.DisclosureJumpPageCo-signers must reside withinthe same state as the primaryapplicant. The co-signer mustsign the loan documents atclosing along with the primaryapplicant. Verify the caller hascertain pieces of informationavailable, Using CBD, processa new30 days/CBDCustomerfolder- CreditX-SellTo establish aCredit Card tomeet the clientsimmediateneedsMaritalstatusAcknowledge theclient’s objection andthank him/her forbringing this concern toyour attention, Probe,Respond, GainPermission to reviewrelationship- To apply for acredit card or aline increase overthe phone, theapplicant must beat least 21 yearsof ageNotes toLendersectionYES. As longas some of themoney is beingused for homeimprovementThank the clientfor their timeand ask for abetter time tocall back12,500to find outinformation tomeet the client’scurrent and futurefinancial needs?- List Items that are notlisted on the creditreport along with thetype of debt and thebank/company withwhich the accounts areheld and the amount toconsolidate if clientwants to consolidate.advise your client of the creditlimit, Click “Accept” next toeach offer in which the client isinterested and then click “OK”then Add the pre-approvedproduct(s) from the ProductTree to the application and setup the correct accountownership.name of the private selleror dealership make modelmileage list of optionsVIN lienholderinformation, if any Note:This is applicable forprivate sellers. Downpayment or trade-in Note:This is applicable fordealer salesNO, you cannotuse non owneroccupiedcollateral for aHome EquityLoanwithin thefirst 60 daysfollowingaccountopening- To apply for acredit card or aline increase overthe phone, theapplicant must beat least 18 yearsof age5businessdaysPremiumFulfillmentSitewithin thefirst 90 daysfollowingaccountopening– The title of anapplicant on a creditproduct who isguaranteeingrepayment when theapplicant does not havesufficient credit history(excluding credit cards).18,750YES. Therates aredifferenthowever.

Credit Sales Procedures - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. 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.


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  1. Disclosure Jump Page
  2. Co-signers must reside within the same state as the primary applicant. The co-signer must sign the loan documents at closing along with the primary applicant. Verify the caller has certain pieces of information available, Using CBD, process a new
  3. 30 days/CBD Customer folder- Credit X-Sell
  4. To establish a Credit Card to meet the clients immediate needs
  5. Marital status
  6. Acknowledge the client’s objection and thank him/her for bringing this concern to your attention, Probe, Respond, Gain Permission to review relationship
  7. - To apply for a credit card or a line increase over the phone, the applicant must be at least 21 years of age
  8. Notes to Lender section
  9. YES. As long as some of the money is being used for home improvement
  10. Thank the client for their time and ask for a better time to call back
  11. 12,500
  12. to find out information to meet the client’s current and future financial needs?
  13. - List Items that are not listed on the credit report along with the type of debt and the bank/company with which the accounts are held and the amount to consolidate if client wants to consolidate.
  14. advise your client of the credit limit, Click “Accept” next to each offer in which the client is interested and then click “OK” then Add the pre-approved product(s) from the Product Tree to the application and set up the correct account ownership.
  15. name of the private seller or dealership make model mileage list of options VIN lienholder information, if any Note: This is applicable for private sellers. Down payment or trade-in Note: This is applicable for dealer sales
  16. NO, you cannot use non owner occupied collateral for a Home Equity Loan
  17. within the first 60 days following account opening
  18. - To apply for a credit card or a line increase over the phone, the applicant must be at least 18 years of age
  19. 5 business days
  20. Premium Fulfillment Site
  21. within the first 90 days following account opening
  22. – The title of an applicant on a credit product who is guaranteeing repayment when the applicant does not have sufficient credit history (excluding credit cards).
  23. 18,750
  24. YES. The rates are different however.