Suggest aTrainingTopicSuggestionsforEfficiencyRefer aDDA orSavingsAccountUpdateand E-mailAddressProcess &Close aReal EstateLoanShareRecent NewsRelevant toLoansCombine aDDA andSavingsAccountRefera DDLCrossSell aProductSign aCustomerup for E-StatementSign Up aCustomerfor theMobile AppUpdatea PhoneNumberProcess &Close anAg LoanTrainon aTopicAssist aCustomerAssista Co-WorkerSend aThankYou Note1/2 HourofExerciseResearchWebsitesDrink 8Glassesof Water aDaySign upAuto Payfor a PSBLoanPut CardValet onYourPhoneHold theDoorOpen forSomeoneProcess &Close aConsumerLoanRefer aLoanCustomerSuggest aTrainingTopicSuggestionsforEfficiencyRefer aDDA orSavingsAccountUpdateand E-mailAddressProcess &Close aReal EstateLoanShareRecent NewsRelevant toLoansCombine aDDA andSavingsAccountRefera DDLCrossSell aProductSign aCustomerup for E-StatementSign Up aCustomerfor theMobile AppUpdatea PhoneNumberProcess &Close anAg LoanTrainon aTopicAssist aCustomerAssista Co-WorkerSend aThankYou Note1/2 HourofExerciseResearchWebsitesDrink 8Glassesof Water aDaySign upAuto Payfor a PSBLoanPut CardValet onYourPhoneHold theDoorOpen forSomeoneProcess &Close aConsumerLoanRefer aLoanCustomer

Loan Operations - 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. Suggest a Training Topic
  2. Suggestions for Efficiency
  3. Refer a DDA or Savings Account
  4. Update and E-mail Address
  5. Process & Close a Real Estate Loan
  6. Share Recent News Relevant to Loans
  7. Combine a DDA and Savings Account
  8. Refer a DDL
  9. Cross Sell a Product
  10. Sign a Customer up for E- Statement
  11. Sign Up a Customer for the Mobile App
  12. Update a Phone Number
  13. Process & Close an Ag Loan
  14. Train on a Topic
  15. Assist a Customer
  16. Assist a Co-Worker
  17. Send a Thank You Note
  18. 1/2 Hour of Exercise
  19. Research Websites
  20. Drink 8 Glasses of Water a Day
  21. Sign up Auto Pay for a PSB Loan
  22. Put Card Valet on Your Phone
  23. Hold the Door Open for Someone
  24. Process & Close a Consumer Loan
  25. Refer a Loan Customer