Asked acustomer ifthey owntheir homeHas 1qualitywealthreferralTalked tocustomerabout debtconsolidationHas 1wealthsolution inCRMAsked acustomer ifthey havereviewed theirIRA recentlyHas 1businesslendingsolutionAskedcustomerabout theirdebt toincome rationHas 1qualityhome loanreferralReferred abusinesslendingcustomerAskedbusinesscustomerhow they dotheir invoicingAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerwhat kind ofbusinessthey haveAsked a highbalancecustomerabout theirinvestmentsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked a renterif they haveconsideredowning a homeAsked acustomerabout theircredit needsAsked acustomer ifthey havechildrenInformedcustomer of theimportance of agood creditscoreAsked home-owner howlong theyhave ownedtheir homeDirected acustomer toour homeloan tableReferreda wealthclient toAndyAsked acustomer if theyhave thoughtabout theirretirement yetHas 1businesslending appreferred toMadiAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer howthey plan tosave for theirchildren'seducationHandedout acreditscore flyerAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolutionTalked aboutcredit scoreswith acustomerReferreda Refi toDanReferred aHELOC toour lendingdepartmentAsked acustomer howlong they havebeen rentingtheir apartmentHas 1BusinessBankingSolutionReferreda firstmortgageto DanTalked to aCD customerabout wealthHandedout ahomeloan flyerHelped a customerwith a largewithdrawal andasked what theywill use the moneyforAsked acustomer ifthey owntheir homeHas 1qualitywealthreferralTalked tocustomerabout debtconsolidationHas 1wealthsolution inCRMAsked acustomer ifthey havereviewed theirIRA recentlyHas 1businesslendingsolutionAskedcustomerabout theirdebt toincome rationHas 1qualityhome loanreferralReferred abusinesslendingcustomerAskedbusinesscustomerhow they dotheir invoicingAskedcustomer if theyhaverefinanced theirhome recentlyAskedcustomerwhat kind ofbusinessthey haveAsked a highbalancecustomerabout theirinvestmentsAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked a renterif they haveconsideredowning a homeAsked acustomerabout theircredit needsAsked acustomer ifthey havechildrenInformedcustomer of theimportance of agood creditscoreAsked home-owner howlong theyhave ownedtheir homeDirected acustomer toour homeloan tableReferreda wealthclient toAndyAsked acustomer if theyhave thoughtabout theirretirement yetHas 1businesslending appreferred toMadiAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer howthey plan tosave for theirchildren'seducationHandedout acreditscore flyerAsked acustomer ifthey're makingany homeimprovementsthis summerHas 1home loanofferedsolutionTalked aboutcredit scoreswith acustomerReferreda Refi toDanReferred aHELOC toour lendingdepartmentAsked acustomer howlong they havebeen rentingtheir apartmentHas 1BusinessBankingSolutionReferreda firstmortgageto DanTalked to aCD customerabout wealthHandedout ahomeloan flyerHelped 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. Asked a customer if they own their home
  2. Has 1 quality wealth referral
  3. Talked to customer about debt consolidation
  4. Has 1 wealth solution in CRM
  5. Asked a customer if they have reviewed their IRA recently
  6. Has 1 business lending solution
  7. Asked customer about their debt to income ration
  8. Has 1 quality home loan referral
  9. Referred a business lending customer
  10. Asked business customer how they do their invoicing
  11. Asked customer if they have refinanced their home recently
  12. Asked customer what kind of business they have
  13. Asked a high balance customer about their investments
  14. Asked customer about their hobbies to lead into a conversation about purchasing habits
  15. Asked a renter if they have considered owning a home
  16. Asked a customer about their credit needs
  17. Asked a customer if they have children
  18. Informed customer of the importance of a good credit score
  19. Asked home-owner how long they have owned their home
  20. Directed a customer to our home loan table
  21. Referred a wealth client to Andy
  22. Asked a customer if they have thought about their retirement yet
  23. Has 1 business lending app referred to Madi
  24. Asked business customer if they have any big purchases coming up
  25. Asked a customer how they plan to save for their children's education
  26. Handed out a credit score flyer
  27. Asked a customer if they're making any home improvements this summer
  28. Has 1 home loan offered solution
  29. Talked about credit scores with a customer
  30. Referred a Refi to Dan
  31. Referred a HELOC to our lending department
  32. Asked a customer how long they have been renting their apartment
  33. Has 1 Business Banking Solution
  34. Referred a first mortgage to Dan
  35. Talked to a CD customer about wealth
  36. Handed out a home loan flyer
  37. Helped a customer with a large withdrawal and asked what they will use the money for