Recruitment Outcome Report

Appendix K. Lender Recruitment Outcome Report

HUD’s Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluation

Recruitment Outcome Report

Lender: ____________________________________________________________

Date: _____________________

Categories	Weekly Numbers	Weekly %	Cumulative Numbers		Cumulative %
A. Initial Sample for Recruitment Calls
Total Number of Customers’ Referred to Lender’s Call Center
B. Final Sample Dispositions
(1) Phone Complete: Consent Provided
(2) Phone Complete: Refused Consent
(3) Left Voicemail Message
(4) Does Not Meet Study Criteria
(5) Language Barrier
(6) Unlocatable
Final Sample Total
C. Pending Sample Dispositions
(1) Not Called Yet (Untouched)
(2) No Answer/Busy
(3) Disconnected Number
(4) Hang Up
(5) Left Message with Another Person in Household
(6) Other
Pending Sample Total
D. Study Sample Sent to SRBI
Total Sent to SRBI

Note: Total Sent to SRBI should equal B(1) Phone Complete: Consent Provided. If not, explain.

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Pre-Purchase Homeownership Counseling Demonstration and Impact Evaluation  ▌pg. 2