Бичлэг
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: ______________ | ||||
