Over 10creditinquiriesLTV70%“Can I geta lowerrate?”Changedjobs aftergoing intocontractJointWelcomeCallCompletedReceiveda 10RSATSurvey“Can I buya new carnow?”“But myagentsaid…...”Complete3 ICCcallsLoan notclosinguntil 2024VA Loan –under 10clientconditionsLoan in 40over 14 daysbefore SCDRepairsRequiredPusheda loanto 43Receiveda 10CSATSurveyFloodInsuranceRequiredAppraisalOVERvalueWorkeda loanwith PIW(Rate matchcompleted)“Can we geteven lower?”“Can wewaive theappraisal?”“I have 3separategifts”“I’m goingto wait forrates toget better”“If we don’tclose, I’mmoving myassetselsewhere”Got DocsOut 3+days priorto SCDSubmitROV“What is myrelocationcompanypaying for?”“21 days toclose? Iknow a bankthat can do19”Identified aprocessimprovementideaOver 10creditinquiriesLTV70%“Can I geta lowerrate?”Changedjobs aftergoing intocontractJointWelcomeCallCompletedReceiveda 10RSATSurvey“Can I buya new carnow?”“But myagentsaid…...”Complete3 ICCcallsLoan notclosinguntil 2024VA Loan –under 10clientconditionsLoan in 40over 14 daysbefore SCDRepairsRequiredPusheda loanto 43Receiveda 10CSATSurveyFloodInsuranceRequiredAppraisalOVERvalueWorkeda loanwith PIW(Rate matchcompleted)“Can we geteven lower?”“Can wewaive theappraisal?”“I have 3separategifts”“I’m goingto wait forrates toget better”“If we don’tclose, I’mmoving myassetselsewhere”Got DocsOut 3+days priorto SCDSubmitROV“What is myrelocationcompanypaying for?”“21 days toclose? Iknow a bankthat can do19”Identified aprocessimprovementidea

Employee Appreciation Week - 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
  1. Over 10 credit inquiries
  2. LTV 70%
  3. “Can I get a lower rate?”
  4. Changed jobs after going into contract
  5. Joint Welcome Call Completed
  6. Received a 10 RSAT Survey
  7. “Can I buy a new car now?”
  8. “But my agent said…...”
  9. Complete 3 ICC calls
  10. Loan not closing until 2024
  11. VA Loan – under 10 client conditions
  12. Loan in 40 over 14 days before SCD
  13. Repairs Required
  14. Pushed a loan to 43
  15. Received a 10 CSAT Survey
  16. Flood Insurance Required
  17. Appraisal OVER value
  18. Worked a loan with PIW
  19. (Rate match completed) “Can we get even lower?”
  20. “Can we waive the appraisal?”
  21. “I have 3 separate gifts”
  22. “I’m going to wait for rates to get better”
  23. “If we don’t close, I’m moving my assets elsewhere”
  24. Got Docs Out 3+ days prior to SCD
  25. Submit ROV
  26. “What is my relocation company paying for?”
  27. “21 days to close? I know a bank that can do 19”
  28. Identified a process improvement idea