Closed amortgage fora first-timehome buyerMade a “coldcall” to apotential newcustomerMet witha newrealtorAttendedan eventwith acustomerCreated auseful Stage1 List inSalesforceInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesReached50% ofbusinesslending goalAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forFree!Went on acall with anew referralsourceWrote athankyou noteWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsMetloangoalCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callDroppedoff a gift toacustomerWent on a callwith someonefrom TreasuryManagementClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalMetTPSgoalGenerated anew referralsource (3closed loans)DiscussedFHA or downpaymentassistance ona callMet witha newbuilderClosed amortgage fora first-timehome buyerMade a “coldcall” to apotential newcustomerMet witha newrealtorAttendedan eventwith acustomerCreated auseful Stage1 List inSalesforceInvited aseniorofficer ona callGave apresentation toa group aboutFirstBank’sproducts orservicesReached50% ofbusinesslending goalAsked for areferral orintroductionfrom acustomer orreferral sourceAttended anevent thatFirstBankwas asponsor forFree!Went on acall with anew referralsourceWrote athankyou noteWent on a callwith someonefrom BusinessLendingAchieved200 TPSpointsMetloangoalCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callDroppedoff a gift toacustomerWent on a callwith someonefrom TreasuryManagementClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalMetTPSgoalGenerated anew referralsource (3closed loans)DiscussedFHA or downpaymentassistance ona callMet witha newbuilder

LITT Customer Development BINGO - Call List

(Print) Use this randomly generated list as your call list when playing the game. There is no need to say the BINGO column name. Place some kind of mark (like an X, a checkmark, a dot, tally mark, etc) on each cell as you announce it, to keep track. You can also cut out each item, place them in a bag and pull words from the bag.


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  1. Closed a mortgage for a first-time home buyer
  2. Made a “cold call” to a potential new customer
  3. Met with a new realtor
  4. Attended an event with a customer
  5. Created a useful Stage 1 List in Salesforce
  6. Invited a senior officer on a call
  7. Gave a presentation to a group about FirstBank’s products or services
  8. Reached 50% of business lending goal
  9. Asked for a referral or introduction from a customer or referral source
  10. Attended an event that FirstBank was a sponsor for
  11. Free!
  12. Went on a call with a new referral source
  13. Wrote a thank you note
  14. Went on a call with someone from Business Lending
  15. Achieved 200 TPS points
  16. Met loan goal
  17. Called on someone about merchant services
  18. Met someone at an event and followed up with a call
  19. Dropped off a gift to a customer
  20. Went on a call with someone from Treasury Management
  21. Closed a loan from a referral provided by an ABM or BM
  22. Met deposit goal
  23. Met TPS goal
  24. Generated a new referral source (3 closed loans)
  25. Discussed FHA or down payment assistance on a call
  26. Met with a new builder