Asked acustomer ifthey havereviewed theirIRA recentlyReferreda firstmortgageto DanInformedcustomer of theimportance of agood creditscoreReferreda Refi toDanAsked a highbalancecustomerabout theirinvestmentsHas 1businesslendingsolutionAskedcustomerwhat kind ofbusinessthey haveAsked acustomerabout theircredit needsAsked acustomer ifthey havechildrenReferred abusinesslendingcustomerHas 1qualityhome loanreferralReferreda wealthclient toAndyAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomer if theyhave thoughtabout theirretirement yetHas 1qualitywealthreferralHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAsked acustomer howlong they havebeen rentingtheir apartmentAsked businesscustomer if theyhave any bigpurchasescoming upAsked a renterif they haveconsideredowning a homeAsked acustomer ifthey owntheir homeHas 1BusinessBankingSolutionReferred aHELOC toour lendingdepartmentHas 1home loanofferedsolutionAsked acustomer ifthey're makingany homeimprovementsthis summerDirected acustomer toour homeloan tableTalked aboutcredit scoreswith acustomerHas 1businesslending appreferred toMadiHandedout acreditscore flyerAsked home-owner howlong theyhave ownedtheir homeAskedcustomerabout theirdebt toincome rationAsked acustomer howthey plan tosave for theirchildren'seducationTalked tocustomerabout debtconsolidationAskedbusinesscustomerhow they dotheir invoicingHas 1wealthsolution inCRMHandedout ahomeloan flyerAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsTalked to aCD customerabout wealthAsked acustomer ifthey havereviewed theirIRA recentlyReferreda firstmortgageto DanInformedcustomer of theimportance of agood creditscoreReferreda Refi toDanAsked a highbalancecustomerabout theirinvestmentsHas 1businesslendingsolutionAskedcustomerwhat kind ofbusinessthey haveAsked acustomerabout theircredit needsAsked acustomer ifthey havechildrenReferred abusinesslendingcustomerHas 1qualityhome loanreferralReferreda wealthclient toAndyAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomer if theyhave thoughtabout theirretirement yetHas 1qualitywealthreferralHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAsked acustomer howlong they havebeen rentingtheir apartmentAsked businesscustomer if theyhave any bigpurchasescoming upAsked a renterif they haveconsideredowning a homeAsked acustomer ifthey owntheir homeHas 1BusinessBankingSolutionReferred aHELOC toour lendingdepartmentHas 1home loanofferedsolutionAsked acustomer ifthey're makingany homeimprovementsthis summerDirected acustomer toour homeloan tableTalked aboutcredit scoreswith acustomerHas 1businesslending appreferred toMadiHandedout acreditscore flyerAsked home-owner howlong theyhave ownedtheir homeAskedcustomerabout theirdebt toincome rationAsked acustomer howthey plan tosave for theirchildren'seducationTalked tocustomerabout debtconsolidationAskedbusinesscustomerhow they dotheir invoicingHas 1wealthsolution inCRMHandedout ahomeloan flyerAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsTalked to aCD customerabout wealth

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