Open a fullrelationshipfor a newclientPreset 10AppointmentsUseKeyPro tofind ananswerComplete3 FULLFWRs inone weekLead ahuddleAutoLoanCashbackCreditCardSet asmall bus.appt forBMHEIPersonalUnsecuredLoanHLOANReferralMortgageReferralTalk about 1strength/opp w/BM after looking atPerformanceSummary ReportSecuredCreditCardSend a KeyAppreciationCardKey@Workoffer5 savingaccountsKISreferralEarn5,000FWC inone weekGive out 5Refer-A-FriendFlyersMissed oppw/ BM -FWRCoachingReportAchievePrimacyon 3 newaccountsQualify aTellerTransitionPCLOpen a fullrelationshipfor a newclientPreset 10AppointmentsUseKeyPro tofind ananswerComplete3 FULLFWRs inone weekLead ahuddleAutoLoanCashbackCreditCardSet asmall bus.appt forBMHEIPersonalUnsecuredLoanHLOANReferralMortgageReferralTalk about 1strength/opp w/BM after looking atPerformanceSummary ReportSecuredCreditCardSend a KeyAppreciationCardKey@Workoffer5 savingaccountsKISreferralEarn5,000FWC inone weekGive out 5Refer-A-FriendFlyersMissed oppw/ BM -FWRCoachingReportAchievePrimacyon 3 newaccountsQualify aTellerTransitionPCL

Platform - 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. Open a full relationship for a new client
  2. Preset 10 Appointments
  3. Use KeyPro to find an answer
  4. Complete 3 FULL FWRs in one week
  5. Lead a huddle
  6. Auto Loan
  7. Cashback Credit Card
  8. Set a small bus. appt for BM
  9. HEI
  10. Personal Unsecured Loan
  11. HLOAN Referral
  12. Mortgage Referral
  13. Talk about 1 strength/opp w/ BM after looking at Performance Summary Report
  14. Secured Credit Card
  15. Send a Key Appreciation Card
  16. Key@Work offer
  17. 5 saving accounts
  18. KIS referral
  19. Earn 5,000 FWC in one week
  20. Give out 5 Refer-A-Friend Flyers
  21. Missed opp w/ BM - FWR Coaching Report
  22. Achieve Primacy on 3 new accounts
  23. Qualify a Teller Transition
  24. PCL