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