Asked acustomer ifthey're makingany homeimprovementsthis summerAsked a renterif they haveconsideredowning a homeAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerwhat kind ofbusinessthey haveTalked tocustomerabout debtconsolidationHas 1wealthsolution inCRMAsked acustomer howlong they havebeen rentingtheir apartmentHas 1businesslending appreferred toMadiAsked acustomer ifthey owntheir homeHas 1home loanofferedsolutionAsked acustomer if theyhave thoughtabout theirretirement yetHas 1qualitywealthreferralAskedcustomerabout theirdebt toincome rationReferreda Refi toDanAsked acustomer ifthey havechildrenTalked aboutcredit scoreswith acustomerHelped a customerwith a largewithdrawal andasked what theywill use the moneyforReferreda firstmortgageto DanReferred aHELOC toour lendingdepartmentAsked home-owner howlong theyhave ownedtheir homeInformedcustomer of theimportance of agood creditscoreHas 1qualityhome loanreferralAsked acustomerabout theircredit needsTalked to aCD customerabout wealthAsked acustomer howthey plan tosave for theirchildren'seducationReferred abusinesslendingcustomerAsked a highbalancecustomerabout theirinvestmentsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer ifthey havereviewed theirIRA recentlyDirected acustomer toour homeloan tableHas 1businesslendingsolutionHandedout ahomeloan flyerAskedbusinesscustomerhow they dotheir invoicingHandedout acreditscore flyerReferreda wealthclient toAndyHas 1BusinessBankingSolutionAsked acustomer ifthey're makingany homeimprovementsthis summerAsked a renterif they haveconsideredowning a homeAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerwhat kind ofbusinessthey haveTalked tocustomerabout debtconsolidationHas 1wealthsolution inCRMAsked acustomer howlong they havebeen rentingtheir apartmentHas 1businesslending appreferred toMadiAsked acustomer ifthey owntheir homeHas 1home loanofferedsolutionAsked acustomer if theyhave thoughtabout theirretirement yetHas 1qualitywealthreferralAskedcustomerabout theirdebt toincome rationReferreda Refi toDanAsked acustomer ifthey havechildrenTalked aboutcredit scoreswith acustomerHelped a customerwith a largewithdrawal andasked what theywill use the moneyforReferreda firstmortgageto DanReferred aHELOC toour lendingdepartmentAsked home-owner howlong theyhave ownedtheir homeInformedcustomer of theimportance of agood creditscoreHas 1qualityhome loanreferralAsked acustomerabout theircredit needsTalked to aCD customerabout wealthAsked acustomer howthey plan tosave for theirchildren'seducationReferred abusinesslendingcustomerAsked a highbalancecustomerabout theirinvestmentsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer ifthey havereviewed theirIRA recentlyDirected acustomer toour homeloan tableHas 1businesslendingsolutionHandedout ahomeloan flyerAskedbusinesscustomerhow they dotheir invoicingHandedout acreditscore flyerReferreda wealthclient toAndyHas 1BusinessBankingSolution

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