This bingo card has a free space and 24 words: Complete CuRE Certification, Submit an Unsecured Loan Application, Complete a Wire Transfer, Enroll Customer in Text Alerts, Submit a Credit Card Application, Submit a HITS case, Utilize Instant Expert to quote a loan rate, Send a Mortgage Referral, Complete 2 FHQs, Complete ALL Q2 Pathways Training, Set a Mortgage Appointment, Get Insurance quote for customer in office or warm transfer to Banker, Send a PCL referral, Set an Investment Appointment, Lead a huddle, Set a Business Appointment in MAX, Meet with MLO to discuss Mortgage Appt process MLO- sign off, Five referrals in one day, Sit in DDA Opening with Banker, 10 minimum calls on a district/office call day, Notarize a document, Show BM ability to navigate EDR & CheckVision, Submit an Auto Loan Application and Meet with HFA to discuss Investment Appt process HFA - sign off.
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