Updateand E-mailAddressUpdatea PhoneNumberShareRecent NewsRelevant toLoansTrainon aTopicRefer aLoanCustomerHold theDoorOpen forSomeoneCombine aDDA andSavingsAccountCrossSell aProductSign Up aCustomerfor theMobile AppSuggest aTrainingTopicProcess &Close aConsumerLoanSuggestionsforEfficiency1/2 HourofExerciseProcess &Close aReal EstateLoanAssista Co-WorkerProcess &Close anAg LoanPut CardValet onYourPhoneSign aCustomerup for E-StatementSign upAuto Payfor a PSBLoanDrink 8Glassesof Water aDayResearchWebsitesRefer aDDA orSavingsAccountRefera DDLAssist aCustomerSend aThankYou NoteUpdateand E-mailAddressUpdatea PhoneNumberShareRecent NewsRelevant toLoansTrainon aTopicRefer aLoanCustomerHold theDoorOpen forSomeoneCombine aDDA andSavingsAccountCrossSell aProductSign Up aCustomerfor theMobile AppSuggest aTrainingTopicProcess &Close aConsumerLoanSuggestionsforEfficiency1/2 HourofExerciseProcess &Close aReal EstateLoanAssista Co-WorkerProcess &Close anAg LoanPut CardValet onYourPhoneSign aCustomerup for E-StatementSign upAuto Payfor a PSBLoanDrink 8Glassesof Water aDayResearchWebsitesRefer aDDA orSavingsAccountRefera DDLAssist aCustomerSend aThankYou Note

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