Educatembr onMemberGuardEducatememberon 'secureloans'Referpersonal lineof credit orHELOCrefer debtconsolidationloanEducatembr onCUDLprogramRefer CCfor choicecheckingrequirementEducatembr on'CardManager'Educatememberon skippaymentsEducate mbrVISA CC canbe used forcash back ifpin is setEducatembr theycan applyonline!Educatembr on'adventureloans'QualifiedReferral#2!Loaninterview#2Loaninterview#1refervisaincreaseEducate mbrthat we offerratematchingQualifiedReferral#1!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)Talk aboutCC/line ofcredit for ODprotectionReferboatloanrefer autoloan*REFINANCEfrom other FI*referccTalkabout ourlow rates referautoloanEducatembr onMemberGuardEducatememberon 'secureloans'Referpersonal lineof credit orHELOCrefer debtconsolidationloanEducatembr onCUDLprogramRefer CCfor choicecheckingrequirementEducatembr on'CardManager'Educatememberon skippaymentsEducate mbrVISA CC canbe used forcash back ifpin is setEducatembr theycan applyonline!Educatembr on'adventureloans'QualifiedReferral#2!Loaninterview#2Loaninterview#1refervisaincreaseEducate mbrthat we offerratematchingQualifiedReferral#1!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)Talk aboutCC/line ofcredit for ODprotectionReferboatloanrefer autoloan*REFINANCEfrom other FI*referccTalkabout ourlow rates referautoloan

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