Asked acustomer ifthey havereviewed theirIRA recentlyAsked acustomer howlong they havebeen rentingtheir apartmentReferreda Refi toDanHas 1qualitywealthreferralAskedcustomerwhat kind ofbusinessthey haveAskedcustomer if theyhaverefinanced theirhome recentlyInformedcustomer of theimportance of agood creditscoreHelped a customerwith a largewithdrawal andasked what theywill use the moneyforReferreda firstmortgageto DanHas 1businesslendingsolutionAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked acustomer if theyhave thoughtabout theirretirement yetHas 1businesslending appreferred toMadiAsked home-owner howlong theyhave ownedtheir homeHas 1qualityhome loanreferralHas 1BusinessBankingSolutionAsked acustomerabout theircredit needsAskedbusinesscustomerhow they dotheir invoicingTalked tocustomerabout debtconsolidationAsked acustomer ifthey owntheir homeAskedcustomerabout theirdebt toincome rationHandedout ahomeloan flyerAsked acustomer ifthey're makingany homeimprovementsthis summerAsked a highbalancecustomerabout theirinvestmentsDirected acustomer toour homeloan tableAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer howthey plan tosave for theirchildren'seducationTalked aboutcredit scoreswith acustomerAsked acustomer ifthey havechildrenAsked a renterif they haveconsideredowning a homeTalked to aCD customerabout wealthHas 1wealthsolution inCRMHas 1home loanofferedsolutionReferred aHELOC toour lendingdepartmentReferreda wealthclient toAndyReferred abusinesslendingcustomerHandedout acreditscore flyerAsked acustomer ifthey havereviewed theirIRA recentlyAsked acustomer howlong they havebeen rentingtheir apartmentReferreda Refi toDanHas 1qualitywealthreferralAskedcustomerwhat kind ofbusinessthey haveAskedcustomer if theyhaverefinanced theirhome recentlyInformedcustomer of theimportance of agood creditscoreHelped a customerwith a largewithdrawal andasked what theywill use the moneyforReferreda firstmortgageto DanHas 1businesslendingsolutionAsked customerabout their hobbiesto lead into aconversation aboutpurchasing habitsAsked acustomer if theyhave thoughtabout theirretirement yetHas 1businesslending appreferred toMadiAsked home-owner howlong theyhave ownedtheir homeHas 1qualityhome loanreferralHas 1BusinessBankingSolutionAsked acustomerabout theircredit needsAskedbusinesscustomerhow they dotheir invoicingTalked tocustomerabout debtconsolidationAsked acustomer ifthey owntheir homeAskedcustomerabout theirdebt toincome rationHandedout ahomeloan flyerAsked acustomer ifthey're makingany homeimprovementsthis summerAsked a highbalancecustomerabout theirinvestmentsDirected acustomer toour homeloan tableAsked businesscustomer if theyhave any bigpurchasescoming upAsked acustomer howthey plan tosave for theirchildren'seducationTalked aboutcredit scoreswith acustomerAsked acustomer ifthey havechildrenAsked a renterif they haveconsideredowning a homeTalked to aCD customerabout wealthHas 1wealthsolution inCRMHas 1home loanofferedsolutionReferred aHELOC toour lendingdepartmentReferreda wealthclient toAndyReferred abusinesslendingcustomerHandedout acreditscore flyer

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