Appointmentwith COICompletedHELOCApp fromBusinessClientRALOCApp up to$50KObtainedMerchantServicesReferralSubmitted toRepBusinessDDATermLoan AppObtainedProspectAppointmentCARE ProfileCreated inCRM3 or moreAppts. on6/7FN WorksOnsiteScheduledAppointmentwithProspectCompletedPersonal CCfrom aBusinessClientSubmitted3 or moreAppts. on6/6RALOC Appabove $75KReferral toSBBCREMReferralto SBBBusinessClientReferral toPFA/FARALOCApp up to$75KObtainedSIGLOCApp from aBusinessClientApproval ofSmallBusinessApp 6/3-6/7BusinessCreditCard AppObtainedBusinessReferral toPartnersBusinessDDAExistingClient CareProfileCreated inCRMConsumerDDA froma BusinessClientLeaseReferralto SBBAppointmentwith COICompletedHELOCApp fromBusinessClientRALOCApp up to$50KObtainedMerchantServicesReferralSubmitted toRepBusinessDDATermLoan AppObtainedProspectAppointmentCARE ProfileCreated inCRM3 or moreAppts. on6/7FN WorksOnsiteScheduledAppointmentwithProspectCompletedPersonal CCfrom aBusinessClientSubmitted3 or moreAppts. on6/6RALOC Appabove $75KReferral toSBBCREMReferralto SBBBusinessClientReferral toPFA/FARALOCApp up to$75KObtainedSIGLOCApp from aBusinessClientApproval ofSmallBusinessApp 6/3-6/7BusinessCreditCard AppObtainedBusinessReferral toPartnersBusinessDDAExistingClient CareProfileCreated inCRMConsumerDDA froma BusinessClientLeaseReferralto SBB

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