Referred aHELOC toour lendingdepartmentReferred abusinesslendingcustomerReferreda firstmortgageto DanHas 1qualityhome loanreferralTalked tocustomerabout debtconsolidationHandedout ahomeloan flyerAsked acustomer howthey plan tosave for theirchildren'seducationAsked acustomer ifthey havereviewed theirIRA recentlyAskedcustomerwhat kind ofbusinessthey haveAskedcustomerabout theirdebt toincome rationHas 1businesslending appreferred toMadiAsked acustomer ifthey're makingany homeimprovementsthis summerAsked businesscustomer if theyhave any bigpurchasescoming upAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsInformedcustomer of theimportance of agood creditscoreTalked to aCD customerabout wealthReferreda Refi toDanAsked a highbalancecustomerabout theirinvestmentsReferreda wealthclient toAndyHas 1home loanofferedsolutionAsked acustomer if theyhave thoughtabout theirretirement yetAsked home-owner howlong theyhave ownedtheir homeHas 1BusinessBankingSolutionAskedbusinesscustomerhow they dotheir invoicingHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAskedcustomer if theyhaverefinanced theirhome recentlyHas 1wealthsolution inCRMDirected acustomer toour homeloan tableAsked acustomer ifthey havechildrenAsked acustomer ifthey owntheir homeTalked aboutcredit scoreswith acustomerHas 1businesslendingsolutionAsked acustomerabout theircredit needsHas 1qualitywealthreferralAsked a renterif they haveconsideredowning a homeHandedout acreditscore flyerAsked acustomer howlong they havebeen rentingtheir apartmentReferred aHELOC toour lendingdepartmentReferred abusinesslendingcustomerReferreda firstmortgageto DanHas 1qualityhome loanreferralTalked tocustomerabout debtconsolidationHandedout ahomeloan flyerAsked acustomer howthey plan tosave for theirchildren'seducationAsked acustomer ifthey havereviewed theirIRA recentlyAskedcustomerwhat kind ofbusinessthey haveAskedcustomerabout theirdebt toincome rationHas 1businesslending appreferred toMadiAsked acustomer ifthey're makingany homeimprovementsthis summerAsked businesscustomer if theyhave any bigpurchasescoming upAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsInformedcustomer of theimportance of agood creditscoreTalked to aCD customerabout wealthReferreda Refi toDanAsked a highbalancecustomerabout theirinvestmentsReferreda wealthclient toAndyHas 1home loanofferedsolutionAsked acustomer if theyhave thoughtabout theirretirement yetAsked home-owner howlong theyhave ownedtheir homeHas 1BusinessBankingSolutionAskedbusinesscustomerhow they dotheir invoicingHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAskedcustomer if theyhaverefinanced theirhome recentlyHas 1wealthsolution inCRMDirected acustomer toour homeloan tableAsked acustomer ifthey havechildrenAsked acustomer ifthey owntheir homeTalked aboutcredit scoreswith acustomerHas 1businesslendingsolutionAsked acustomerabout theircredit needsHas 1qualitywealthreferralAsked a renterif they haveconsideredowning a homeHandedout acreditscore flyerAsked acustomer howlong they havebeen rentingtheir apartment

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.


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