Correct actions? Notes Signposting Correct information provided throughout the call Did the advisor take ownership of the agreement? Was the best outcome provided to the customer? Reason for arrears establsihed? Further Actions advised Affordability has been confirmed BFID flag has been raised in salesforce? Polite and professional throughout the call Credit File statement advised Contacts checked Vulnerability identified? ID&V Passed I&E completed? Correct actions? Notes Signposting Correct information provided throughout the call Did the advisor take ownership of the agreement? Was the best outcome provided to the customer? Reason for arrears establsihed? Further Actions advised Affordability has been confirmed BFID flag has been raised in salesforce? Polite and professional throughout the call Credit File statement advised Contacts checked Vulnerability identified? ID&V Passed I&E completed?
(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.
Correct actions?
Notes
Signposting
Correct information provided throughout the call
Did the advisor take ownership of the agreement?
Was the best outcome provided to the customer?
Reason for arrears establsihed?
Further Actions advised
Affordability has been confirmed
BFID flag has been raised in salesforce?
Polite and professional throughout the call
Credit File statement advised
Contacts checked
Vulnerability identified?
ID&V Passed
I&E completed?