lobbymgmt.15 minsidentifya FAreferralsend an e-achiever fora "friendly"observationcompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clientidentifya FAreferralget aninvestmentstatementfrom clientsend an e-achiever fora "thankful"observationclean upyouroutstandingpaperworkstart 2RIPsidentifymortgagetransfer incomplete5compasscasestake 2walkinshave lessthan 25%CBRdeclines incompassdo 3FHCsend an e-achiever fora "helpful"observationdo $25Kinmanagedmoneybook amortgagehave15 pre-booksmake 10RPC andget 3apptsdo $50Kinmanagedmoneycomplete5compasscasesfile yourestatefilesidentifymortgagetransfer inlobbymgmt.15 minsidentifya FAreferralsend an e-achiever fora "friendly"observationcompletesalesstaircase forweek in allcategoriesget aninvestmentstatementfrom clientidentifya FAreferralget aninvestmentstatementfrom clientsend an e-achiever fora "thankful"observationclean upyouroutstandingpaperworkstart 2RIPsidentifymortgagetransfer incomplete5compasscasestake 2walkinshave lessthan 25%CBRdeclines incompassdo 3FHCsend an e-achiever fora "helpful"observationdo $25Kinmanagedmoneybook amortgagehave15 pre-booksmake 10RPC andget 3apptsdo $50Kinmanagedmoneycomplete5compasscasesfile yourestatefilesidentifymortgagetransfer in

Sales 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. lobby mgmt. 15 mins
  2. identify a FA referral
  3. send an e-achiever for a "friendly" observation
  4. complete sales staircase for week in all categories
  5. get an investment statement from client
  6. identify a FA referral
  7. get an investment statement from client
  8. send an e-achiever for a "thankful" observation
  9. clean up your outstanding paperwork
  10. start 2 RIPs
  11. identify mortgage transfer in
  12. complete 5 compass cases
  13. take 2 walk ins
  14. have less than 25% CBR declines in compass
  15. do 3 FHC
  16. send an e-achiever for a "helpful" observation
  17. do $25K in managed money
  18. book a mortgage
  19. have 15 pre-books
  20. make 10 RPC and get 3 appts
  21. do $50K in managed money
  22. complete 5 compass cases
  23. file your estate files
  24. identify mortgage transfer in