Educatememberon 'secureloans'Talkabout ourlow rates Educate mbrthat we offerratematchingEducate mbrVISA CC canbe used forcash back ifpin is setRefer CCfor choicecheckingrequirementReferpersonal lineof credit orHELOCEducatembr theycan applyonline!Talk aboutCC/line ofcredit for ODprotectionReferboatloanLoaninterview#1Loaninterview#2Educatememberon skippaymentsrefer autoloan*REFINANCEfrom other FI*Educatembr on'adventureloans'referautoloanrefervisaincreaserefer debtconsolidationloanreferccEducatembr onMemberGuardEducatembr on'CardManager'QualifiedReferral#2!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)QualifiedReferral#1!Educatembr onCUDLprogramEducatememberon 'secureloans'Talkabout ourlow rates Educate mbrthat we offerratematchingEducate mbrVISA CC canbe used forcash back ifpin is setRefer CCfor choicecheckingrequirementReferpersonal lineof credit orHELOCEducatembr theycan applyonline!Talk aboutCC/line ofcredit for ODprotectionReferboatloanLoaninterview#1Loaninterview#2Educatememberon skippaymentsrefer autoloan*REFINANCEfrom other FI*Educatembr on'adventureloans'referautoloanrefervisaincreaserefer debtconsolidationloanreferccEducatembr onMemberGuardEducatembr on'CardManager'QualifiedReferral#2!Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)QualifiedReferral#1!Educatembr onCUDLprogram

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