Talked to aCD customerabout wealthHas 1wealthsolution inCRMAsked home-owner howlong theyhave ownedtheir homeAsked acustomerabout theircredit needsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsInformedcustomer of theimportance of agood creditscoreHas 1businesslendingsolutionAsked acustomer ifthey havechildrenAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerabout theirdebt toincome rationAskedcustomerwhat kind ofbusinessthey haveTalked aboutcredit scoreswith acustomerHas 1businesslending appreferred toMadiAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolutionAskedbusinesscustomerhow they dotheir invoicingTalked tocustomerabout debtconsolidationAsked a renterif they haveconsideredowning a homeHandedout acreditscore flyerDirected acustomer toour homeloan tableHas 1qualityhome loanreferralReferred abusinesslendingcustomerHas 1qualitywealthreferralReferred aHELOC toour lendingdepartmentHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAsked acustomer howlong they havebeen rentingtheir apartmentHandedout ahomeloan flyerAsked acustomer howthey plan tosave for theirchildren'seducationReferreda firstmortgageto DanAsked businesscustomer if theyhave any bigpurchasescoming upAsked a highbalancecustomerabout theirinvestmentsReferreda wealthclient toAndyAsked acustomer ifthey havereviewed theirIRA recentlyHas 1BusinessBankingSolutionReferreda Refi toDanAsked acustomer ifthey owntheir homeAsked acustomer if theyhave thoughtabout theirretirement yetTalked to aCD customerabout wealthHas 1wealthsolution inCRMAsked home-owner howlong theyhave ownedtheir homeAsked acustomerabout theircredit needsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsInformedcustomer of theimportance of agood creditscoreHas 1businesslendingsolutionAsked acustomer ifthey havechildrenAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerabout theirdebt toincome rationAskedcustomerwhat kind ofbusinessthey haveTalked aboutcredit scoreswith acustomerHas 1businesslending appreferred toMadiAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolutionAskedbusinesscustomerhow they dotheir invoicingTalked tocustomerabout debtconsolidationAsked a renterif they haveconsideredowning a homeHandedout acreditscore flyerDirected acustomer toour homeloan tableHas 1qualityhome loanreferralReferred abusinesslendingcustomerHas 1qualitywealthreferralReferred aHELOC toour lendingdepartmentHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAsked acustomer howlong they havebeen rentingtheir apartmentHandedout ahomeloan flyerAsked acustomer howthey plan tosave for theirchildren'seducationReferreda firstmortgageto DanAsked businesscustomer if theyhave any bigpurchasescoming upAsked a highbalancecustomerabout theirinvestmentsReferreda wealthclient toAndyAsked acustomer ifthey havereviewed theirIRA recentlyHas 1BusinessBankingSolutionReferreda Refi toDanAsked acustomer ifthey owntheir homeAsked acustomer if theyhave thoughtabout theirretirement yet

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