Law Client Activity Sheet
| Law Client Activity Sheet | 
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| Conversation Guide    BE=Employee, C=Client  |    
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 Fill out this table by asking bank employees about their financial products.  |    
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 BE: Please have a seat. How can I help you today? 
 C: Well, I’m interested in taking out a mortgage, but I would like some information first. 
 BE: I’d be happy to answer any questions you have. What would you like to know? 
 C: Well for starters, what kind of mortgages do you offer? 
 BE: We have a variable rate mortgage and a fixed rate mortgage. 
 C: Could you explain the difference please? 
 BE: Sure. (Explains Different Mortgages). 
 BE: Do you have any questions regarding what I just told you? C: No. I’d like to apply for the fixed rate mortgage. 
 BE: Ok. I’ll need to set up a bank profile first. So I’ll need to ask you some questions about your personal finances? Can you spell your name for me? (Bank employee starts a credit evaluation and asks questions about the client’s personal finances).  |       
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Accounts  |    
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Product 1: _____________ 
 
 
 
 
 
  |    Product 2: _____________  |       ||||
| Credit Cards | 
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Product 1: ______________ 
 
 
 
 
  |    Product 2: ______________  |       ||||
| Mortgages | 
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Product 1: ______________ 
 
 
 
 
  |    Product 2: ______________  |       ||||
| Loans | 
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Product 1: ______________ 
 
 
 
 
 
  |    Product 2: ______________  |       ||||
 Бичлэг
            
                
                
            