Has 1wealthsolution inCRMHas 1BusinessBankingSolutionAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsTalked to aCD customerabout wealthAsked acustomer ifthey owntheir homeAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomerabout theircredit needsAsked a renterif they haveconsideredowning a homeAsked acustomer ifthey havereviewed theirIRA recentlyAskedbusinesscustomerhow they dotheir invoicingAsked acustomer howlong they havebeen rentingtheir apartmentHas 1businesslendingsolutionAsked acustomer ifthey havechildrenAskedcustomerabout theirdebt toincome rationReferreda wealthclient toAndyAskedcustomerwhat kind ofbusinessthey haveAsked acustomer howthey plan tosave for theirchildren'seducationHas 1qualitywealthreferralHandedout acreditscore flyerHas 1businesslending appreferred toMadiInformedcustomer of theimportance of agood creditscoreHelped a customerwith a largewithdrawal andasked what theywill use the moneyforTalked aboutcredit scoreswith acustomerReferreda firstmortgageto DanAsked businesscustomer if theyhave any bigpurchasescoming upHas 1qualityhome loanreferralDirected acustomer toour homeloan tableTalked tocustomerabout debtconsolidationReferred abusinesslendingcustomerAsked a highbalancecustomerabout theirinvestmentsAsked home-owner howlong theyhave ownedtheir homeReferred aHELOC toour lendingdepartmentHandedout ahomeloan flyerReferreda Refi toDanAsked acustomer if theyhave thoughtabout theirretirement yetAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolutionHas 1wealthsolution inCRMHas 1BusinessBankingSolutionAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsTalked to aCD customerabout wealthAsked acustomer ifthey owntheir homeAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomerabout theircredit needsAsked a renterif they haveconsideredowning a homeAsked acustomer ifthey havereviewed theirIRA recentlyAskedbusinesscustomerhow they dotheir invoicingAsked acustomer howlong they havebeen rentingtheir apartmentHas 1businesslendingsolutionAsked acustomer ifthey havechildrenAskedcustomerabout theirdebt toincome rationReferreda wealthclient toAndyAskedcustomerwhat kind ofbusinessthey haveAsked acustomer howthey plan tosave for theirchildren'seducationHas 1qualitywealthreferralHandedout acreditscore flyerHas 1businesslending appreferred toMadiInformedcustomer of theimportance of agood creditscoreHelped a customerwith a largewithdrawal andasked what theywill use the moneyforTalked aboutcredit scoreswith acustomerReferreda firstmortgageto DanAsked businesscustomer if theyhave any bigpurchasescoming upHas 1qualityhome loanreferralDirected acustomer toour homeloan tableTalked tocustomerabout debtconsolidationReferred abusinesslendingcustomerAsked a highbalancecustomerabout theirinvestmentsAsked home-owner howlong theyhave ownedtheir homeReferred aHELOC toour lendingdepartmentHandedout ahomeloan flyerReferreda Refi toDanAsked acustomer if theyhave thoughtabout theirretirement yetAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolution

Untitled 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. Has 1 wealth solution in CRM
  2. Has 1 Business Banking Solution
  3. Asked customer about their hobbies to lead into a conversation about purchasing habits
  4. Talked to a CD customer about wealth
  5. Asked a customer if they own their home
  6. Asked customer if they have refinanced their home recently
  7. Asked a customer about their credit needs
  8. Asked a renter if they have considered owning a home
  9. Asked a customer if they have reviewed their IRA recently
  10. Asked business customer how they do their invoicing
  11. Asked a customer how long they have been renting their apartment
  12. Has 1 business lending solution
  13. Asked a customer if they have children
  14. Asked customer about their debt to income ration
  15. Referred a wealth client to Andy
  16. Asked customer what kind of business they have
  17. Asked a customer how they plan to save for their children's education
  18. Has 1 quality wealth referral
  19. Handed out a credit score flyer
  20. Has 1 business lending app referred to Madi
  21. Informed customer of the importance of a good credit score
  22. Helped a customer with a large withdrawal and asked what they will use the money for
  23. Talked about credit scores with a customer
  24. Referred a first mortgage to Dan
  25. Asked business customer if they have any big purchases coming up
  26. Has 1 quality home loan referral
  27. Directed a customer to our home loan table
  28. Talked to customer about debt consolidation
  29. Referred a business lending customer
  30. Asked a high balance customer about their investments
  31. Asked home-owner how long they have owned their home
  32. Referred a HELOC to our lending department
  33. Handed out a home loan flyer
  34. Referred a Refi to Dan
  35. Asked a customer if they have thought about their retirement yet
  36. Asked a customer if they're making any home improvements this summer
  37. Has 1 home loan offered solution