Directed acustomer toour homeloan tableAsked acustomer howthey plan tosave for theirchildren'seducationHas 1businesslending appreferred toMadiInformedcustomer of theimportance of agood creditscoreReferreda Refi toDanHas 1qualitywealthreferralTalked to aCD customerabout wealthAsked a renterif they haveconsideredowning a homeAsked acustomerabout theircredit needsTalked tocustomerabout debtconsolidationHas 1home loanofferedsolutionReferred abusinesslendingcustomerReferred aHELOC toour lendingdepartmentHandedout acreditscore flyerAsked home-owner howlong theyhave ownedtheir homeHas 1wealthsolution inCRMAsked a highbalancecustomerabout theirinvestmentsTalked aboutcredit scoreswith acustomerAskedcustomerwhat kind ofbusinessthey haveHas 1BusinessBankingSolutionAskedbusinesscustomerhow they dotheir invoicingAsked acustomer howlong they havebeen rentingtheir apartmentAsked businesscustomer if theyhave any bigpurchasescoming upHas 1qualityhome loanreferralReferreda wealthclient toAndyAsked acustomer ifthey havechildrenAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomer ifthey owntheir homeAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsHandedout ahomeloan flyerAskedcustomerabout theirdebt toincome rationAsked acustomer ifthey're makingany homeimprovementsthis summerAsked acustomer ifthey havereviewed theirIRA recentlyHas 1businesslendingsolutionAsked acustomer if theyhave thoughtabout theirretirement yetReferreda firstmortgageto DanHelped a customerwith a largewithdrawal andasked what theywill use the moneyforDirected acustomer toour homeloan tableAsked acustomer howthey plan tosave for theirchildren'seducationHas 1businesslending appreferred toMadiInformedcustomer of theimportance of agood creditscoreReferreda Refi toDanHas 1qualitywealthreferralTalked to aCD customerabout wealthAsked a renterif they haveconsideredowning a homeAsked acustomerabout theircredit needsTalked tocustomerabout debtconsolidationHas 1home loanofferedsolutionReferred abusinesslendingcustomerReferred aHELOC toour lendingdepartmentHandedout acreditscore flyerAsked home-owner howlong theyhave ownedtheir homeHas 1wealthsolution inCRMAsked a highbalancecustomerabout theirinvestmentsTalked aboutcredit scoreswith acustomerAskedcustomerwhat kind ofbusinessthey haveHas 1BusinessBankingSolutionAskedbusinesscustomerhow they dotheir invoicingAsked acustomer howlong they havebeen rentingtheir apartmentAsked businesscustomer if theyhave any bigpurchasescoming upHas 1qualityhome loanreferralReferreda wealthclient toAndyAsked acustomer ifthey havechildrenAskedcustomer if theyhaverefinanced theirhome recentlyAsked acustomer ifthey owntheir homeAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsHandedout ahomeloan flyerAskedcustomerabout theirdebt toincome rationAsked acustomer ifthey're makingany homeimprovementsthis summerAsked acustomer ifthey havereviewed theirIRA recentlyHas 1businesslendingsolutionAsked acustomer if theyhave thoughtabout theirretirement yetReferreda firstmortgageto DanHelped a customerwith a largewithdrawal andasked what theywill use the moneyfor

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