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