Appointment with COI Completed Prospect Appointment CARE Profile Created in CRM FN Works Onsited Scheduled Lease Referral to SBB Lease Referral to SBB Business DDA RALOC App up to $50K obtained CREM Referral to SBB RALOC App above $75K Referral to SBB Business Client Referral to PFA/FA Term Loan App obtained SIGLOC App from Business Client Existing Client CARE Profile Created in CRM RALOC App up to $75K obtained Approval of Small Bsuiness App 6/3-6/7 3 or more Apts on 6/6 Consumer DDA from Business Client Business Referral to Partners Business Credit Card App Obtained 3 or more Apts on 6/7 HELOC App from Business Client Appointmentwith Prospect Completed Merchant Services Referral Submitted to REP Business DDA Appointment with COI Completed Prospect Appointment CARE Profile Created in CRM FN Works Onsited Scheduled Lease Referral to SBB Lease Referral to SBB Business DDA RALOC App up to $50K obtained CREM Referral to SBB RALOC App above $75K Referral to SBB Business Client Referral to PFA/FA Term Loan App obtained SIGLOC App from Business Client Existing Client CARE Profile Created in CRM RALOC App up to $75K obtained Approval of Small Bsuiness App 6/3-6/7 3 or more Apts on 6/6 Consumer DDA from Business Client Business Referral to Partners Business Credit Card App Obtained 3 or more Apts on 6/7 HELOC App from Business Client Appointmentwith Prospect Completed Merchant Services Referral Submitted to REP Business DDA
(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.
Appointment with COI Completed
Prospect Appointment CARE Profile Created in CRM
FN Works Onsited Scheduled
Lease Referral to SBB
Lease Referral to SBB
Business DDA
RALOC App up to $50K obtained
CREM Referral to SBB
RALOC App above $75K Referral to SBB
Business Client Referral to PFA/FA
Term Loan App obtained
SIGLOC App from Business Client
Existing Client CARE Profile Created in CRM
RALOC App up to $75K obtained
Approval of Small Bsuiness App 6/3-6/7
3 or more Apts on 6/6
Consumer DDA from Business Client
Business Referral to Partners
Business Credit Card App Obtained
3 or more Apts on 6/7
HELOC App from Business Client
Appointmentwith Prospect Completed
Merchant Services Referral Submitted to REP
Business DDA