Closed a loanfrom a referralprovided byan ABM or BMWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callMet witha newbuilderClosed amortgage fora first-timehome buyerReached50% ofbusinesslending goalAttendedan eventwith acustomerMet witha newrealtorWent on a callwith someonefrom BusinessLendingMetdepositgoalCreated auseful Stage1 List inSalesforceGave apresentation toa group aboutFirstBank’sproducts orservicesAttended anevent thatFirstBankwas asponsor forWent on a callwith someonefrom TreasuryManagementMet someoneat an eventand followedup with a callAchieved200 TPSpointsAsked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerCalled onsomeoneaboutmerchantservicesMetTPSgoalWrote athankyou noteFree!Generated anew referralsource (3closed loans)Invited aseniorofficer ona callMade a “coldcall” to apotential newcustomerMetloangoalClosed a loanfrom a referralprovided byan ABM or BMWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callMet witha newbuilderClosed amortgage fora first-timehome buyerReached50% ofbusinesslending goalAttendedan eventwith acustomerMet witha newrealtorWent on a callwith someonefrom BusinessLendingMetdepositgoalCreated auseful Stage1 List inSalesforceGave apresentation toa group aboutFirstBank’sproducts orservicesAttended anevent thatFirstBankwas asponsor forWent on a callwith someonefrom TreasuryManagementMet someoneat an eventand followedup with a callAchieved200 TPSpointsAsked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerCalled onsomeoneaboutmerchantservicesMetTPSgoalWrote athankyou noteFree!Generated anew referralsource (3closed loans)Invited aseniorofficer ona callMade a “coldcall” to apotential newcustomerMetloangoal

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