Loaninterview#1ReferboatloanQualifiedReferral#1!Talk aboutCC/line ofcredit for ODprotectionEducate mbrthat we offerratematchingrefer debtconsolidationloanReferpersonal lineof credit orHELOCEducatembr on'adventureloans'Educatembr onMemberGuardrefer autoloan*REFINANCEfrom other FI*Educatememberon skippaymentsEducatembr onCUDLprogramEducatembr theycan applyonline!Loaninterview#2Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)referccEducatememberon 'secureloans'QualifiedReferral#2!Educate mbrVISA CC canbe used forcash back ifpin is setrefervisaincreasereferautoloanRefer CCfor choicecheckingrequirementEducatembr on'CardManager'Talkabout ourlow rates Loaninterview#1ReferboatloanQualifiedReferral#1!Talk aboutCC/line ofcredit for ODprotectionEducate mbrthat we offerratematchingrefer debtconsolidationloanReferpersonal lineof credit orHELOCEducatembr on'adventureloans'Educatembr onMemberGuardrefer autoloan*REFINANCEfrom other FI*Educatememberon skippaymentsEducatembr onCUDLprogramEducatembr theycan applyonline!Loaninterview#2Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)referccEducatememberon 'secureloans'QualifiedReferral#2!Educate mbrVISA CC canbe used forcash back ifpin is setrefervisaincreasereferautoloanRefer CCfor choicecheckingrequirementEducatembr on'CardManager'Talkabout ourlow rates 

Loan Conversations!!! - 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. Loan interview #1
  2. Refer boat loan
  3. Qualified Referral #1!
  4. Talk about CC/line of credit for OD protection
  5. Educate mbr that we offer rate matching
  6. refer debt consolidation loan
  7. Refer personal line of credit or HELOC
  8. Educate mbr on 'adventure loans'
  9. Educate mbr on Member Guard
  10. refer auto loan *REFINANCE from other FI*
  11. Educate member on skip payments
  12. Educate mbr on CUDL program
  13. Educate mbr they can apply online!
  14. Loan interview #2
  15. Educate mbr on plat visa promo 1.9 for 6 months (*also on balance transfers*)
  16. refer cc
  17. Educate member on 'secure loans'
  18. Qualified Referral #2!
  19. Educate mbr VISA CC can be used for cash back if pin is set
  20. refer visa increase
  21. refer auto loan
  22. Refer CC for choice checking requirement
  23. Educate mbr on 'Card Manager'
  24. Talk about our low rates