Educate mbrthat we offerratematchingLoaninterview#1referautoloanQualifiedReferral#1!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)referccEducate mbrVISA CC canbe used forcash back ifpin is setEducatembr onMemberGuardRefer CCfor choicecheckingrequirementrefervisaincreaseReferboatloanReferpersonal lineof credit orHELOCEducatembr theycan applyonline!Talk aboutCC/line ofcredit for ODprotectionEducatememberon 'secureloans'Educatembr onCUDLprogramTalkabout ourlow rates Educatembr on'adventureloans'QualifiedReferral#2!Educatememberon skippaymentsrefer autoloan*REFINANCEfrom other FI*refer debtconsolidationloanLoaninterview#2Educatembr on'CardManager'Educate mbrthat we offerratematchingLoaninterview#1referautoloanQualifiedReferral#1!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)referccEducate mbrVISA CC canbe used forcash back ifpin is setEducatembr onMemberGuardRefer CCfor choicecheckingrequirementrefervisaincreaseReferboatloanReferpersonal lineof credit orHELOCEducatembr theycan applyonline!Talk aboutCC/line ofcredit for ODprotectionEducatememberon 'secureloans'Educatembr onCUDLprogramTalkabout ourlow rates Educatembr on'adventureloans'QualifiedReferral#2!Educatememberon skippaymentsrefer autoloan*REFINANCEfrom other FI*refer debtconsolidationloanLoaninterview#2Educatembr on'CardManager'

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