heloc application meaningful conversation about a home loan 20 referrals sold e- statement savings referral checking referral 10 referrals sold checking savings referral CD referral loan application 5 referrals sold savings cheeks in the seat loan referral meaningful conversation about an auto loan 15 referrals checking referral savings referral send customer to office for product discussion 1 referral sold e- statement safe deposit box referral financial review financial review ask customer about family, job, or vacation heloc application meaningful conversation about a home loan 20 referrals sold e- statement savings referral checking referral 10 referrals sold checking savings referral CD referral loan application 5 referrals sold savings cheeks in the seat loan referral meaningful conversation about an auto loan 15 referrals checking referral savings referral send customer to office for product discussion 1 referral sold e- statement safe deposit box referral financial review financial review ask customer about family, job, or vacation
(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.
B-heloc application
O-meaningful conversation about a home loan
B-20 referrals
I-sold e-statement
N-savings referral
I-checking referral
G-10 referrals
N-sold checking
B-savings referral
G-CD referral
G-loan application
N-5
referrals
O-sold savings
B-cheeks in the seat
O-loan referral
G-meaningful conversation about an auto loan
O-15 referrals
N-checking referral
B-savings referral
N-send customer to office for product discussion
I-1 referral
O-sold e-statement
I-safe deposit box referral
B-financial review
G-financial review
I-ask customer about family, job, or vacation