This bingo card has 25 words: 10 Minimum Calls on Call Day, Set a Business Appointment, Lead a Huddle, Complete ALL 2nd Quarter Pathways Training, Complete a Wire Transfer, Get Insurance quote for customer in office (warm transfer to Banker), Get five referrals in one day, Submit a HITS case, Meet with HFA to discuss Investment process HFA - Initial, Submit a Auto Loan Application, Complete a FHQ, Show BM your ability to navigate EDR and CheckVision, Submit Credit Card Application, Set a Mortgage Appointment, Notarize a document, Set an Investment Appointment, Meet with MLO to discuss Mortgage process MLO - Initial, Get a "100" on Customer Service, Complete CuRE Certification, Send a PCL referral, Submit Unsecured Loan Application, Send a Mortgage referral, Enroll Customer in Text Alerts, Use Instant Expert to quote a loan rate and Sit in DDA opening with Banker.
CEB BINGO | Relationship Selling BINGO | Credit Union Bingo | Lombard Bingo | LOMBARD BINGO
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