Untitled Bingo

This bingo card has a free space and 37 words: Has 1 Business Banking Solution, Has 1 business lending solution, Referred a business lending customer, Has 1 home loan offered solution, Directed a customer to our home loan table, Handed out a home loan flyer, Asked a high balance customer about their investments, Referred a first mortgage to Dan, Asked a customer if they have reviewed their IRA recently, Referred a HELOC to our lending department, Referred a Refi to Dan, Asked a renter if they have considered owning a home, Asked a customer about their credit needs, Helped a customer with a large withdrawal and asked what they will use the money for, Asked a customer if they own their home, Asked a customer how long they have been renting their apartment, Asked a customer if they're making any home improvements this summer, Talked about credit scores with a customer, Informed customer of the importance of a good credit score, Talked to customer about debt consolidation, Asked customer about their debt to income ration, Asked customer if they have refinanced their home recently, Asked home-owner how long they have owned their home, Asked customer about their hobbies to lead into a conversation about purchasing habits, Referred a wealth client to Andy, Handed out a credit score flyer, Asked business customer how they do their invoicing, Asked a customer if they have thought about their retirement yet, Asked a customer how they plan to save for their children's education, Asked a customer if they have children, Has 1 wealth solution in CRM, Has 1 quality wealth referral, Has 1 business lending app referred to Madi, Has 1 quality home loan referral, Talked to a CD customer about wealth, Asked business customer if they have any big purchases coming up and Asked customer what kind of business they have.

More like this:

First Financial Bank Bingo☺ | LOMBARD BINGO | FIRST FINANCIAL BINGO ☺ | LOMBARD BINGO | LOMBARD BINGO