AppointmentwithProspectCompletedMerchantServicesReferralSubmitted toRepRALOCApp up to$50KObtainedHELOCApp fromBusinessClientConsumerDDA froma BusinessClientProspectAppointmentCARE ProfileCreated inCRMAppointmentwith COICompleted3 or moreAppts. on6/6FN WorksOnsiteScheduledCREMReferralto SBBApproval ofSmallBusinessApp 6/3-6/7RALOCApp up to$75KObtainedBusinessCreditCard AppObtainedBusinessDDABusinessDDASIGLOCApp from aBusinessClientPersonal CCfrom aBusinessClientSubmittedBusinessReferral toPartnersTermLoan AppObtainedLeaseReferralto SBBExistingClient CareProfileCreated inCRMBusinessClientReferral toPFA/FARALOC Appabove $75KReferral toSBB3 or moreAppts. on6/7AppointmentwithProspectCompletedMerchantServicesReferralSubmitted toRepRALOCApp up to$50KObtainedHELOCApp fromBusinessClientConsumerDDA froma BusinessClientProspectAppointmentCARE ProfileCreated inCRMAppointmentwith COICompleted3 or moreAppts. on6/6FN WorksOnsiteScheduledCREMReferralto SBBApproval ofSmallBusinessApp 6/3-6/7RALOCApp up to$75KObtainedBusinessCreditCard AppObtainedBusinessDDABusinessDDASIGLOCApp from aBusinessClientPersonal CCfrom aBusinessClientSubmittedBusinessReferral toPartnersTermLoan AppObtainedLeaseReferralto SBBExistingClient CareProfileCreated inCRMBusinessClientReferral toPFA/FARALOC Appabove $75KReferral toSBB3 or moreAppts. on6/7

West Small Business Blitz - 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. Appointment with Prospect Completed
  2. Merchant Services Referral Submitted to Rep
  3. RALOC App up to $50K Obtained
  4. HELOC App from Business Client
  5. Consumer DDA from a Business Client
  6. Prospect Appointment CARE Profile Created in CRM
  7. Appointment with COI Completed
  8. 3 or more Appts. on 6/6
  9. FN Works Onsite Scheduled
  10. CREM Referral to SBB
  11. Approval of Small Business App 6/3-6/7
  12. RALOC App up to $75K Obtained
  13. Business Credit Card App Obtained
  14. Business DDA
  15. Business DDA
  16. SIGLOC App from a Business Client
  17. Personal CC from a Business Client Submitted
  18. Business Referral to Partners
  19. Term Loan App Obtained
  20. Lease Referral to SBB
  21. Existing Client Care Profile Created in CRM
  22. Business Client Referral to PFA/FA
  23. RALOC App above $75K Referral to SBB
  24. 3 or more Appts. on 6/7