Partner
Ambassador
Goals
100

0.20% bonus

What is the rate bonus increase on Certificate of deposits?

100

0.20% bonus

What is the rate bonus increase on Certificate of deposits and/or Money Market accounts?

100

80%

What is our SLA?

200

50% fee reduction

What is the reduced fee for a Stop Payment, outgoing wire or below minimum balance?

200

$675.00

What is the fee discount on a mortgage fee?

200

5%

What is our Abandonment Rate goal? 

300

3 per month 

how many monthly ATM fee waivers?

300

$0.00

what is the stop payment fee, outgoing wire fee and below minimum balance?

300

0 per day

How many calls should we send to CMC during business hours?
400

0.50% discount

What is the discount rate on an auto or personal loan?

400

1% discount rate

what is the discount on an auto or personal loan?

400

Classic to Partner or Ambassador 

What is the only upgrade that qualifies as a BigE referral? 

500

Counts are 1 key Qualifier

What is: 

Minimum 20 debit card purchases per month

Credit Card

Consumer Loan

Investment Account with
Stanford Federal Investment Services

Savings Account with combined $25,000+ balances (excluding Certificates)

Second Mortgages & HELOCs3

500

Counts as 2 key qualifiers 

what is First Mortgage?

500

20

What is the monthly per agent BigE Qualified Conversion goal?