Educate mbrthat we offerratematchingLoaninterview#2Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)Referpersonal lineof credit orHELOCQualifiedReferral#2!Educate mbrVISA CC canbe used forcash back ifpin is setTalkabout ourlow rates Educatembr on'adventureloans'Educatememberon 'secureloans'Educatembr theycan applyonline!refervisaincreasereferautoloanLoaninterview#1Talk aboutCC/line ofcredit for ODprotectionEducatememberon skippaymentsEducatembr onCUDLprogramReferboatloanrefer debtconsolidationloanreferccrefer autoloan*REFINANCEfrom other FI*QualifiedReferral#1!Educatembr on'CardManager'Educatembr onMemberGuardRefer CCfor choicecheckingrequirementEducate mbrthat we offerratematchingLoaninterview#2Educate mbr onplat visa promo1.9 for 6 months(*also on balancetransfers*)Referpersonal lineof credit orHELOCQualifiedReferral#2!Educate mbrVISA CC canbe used forcash back ifpin is setTalkabout ourlow rates Educatembr on'adventureloans'Educatememberon 'secureloans'Educatembr theycan applyonline!refervisaincreasereferautoloanLoaninterview#1Talk aboutCC/line ofcredit for ODprotectionEducatememberon skippaymentsEducatembr onCUDLprogramReferboatloanrefer debtconsolidationloanreferccrefer autoloan*REFINANCEfrom other FI*QualifiedReferral#1!Educatembr on'CardManager'Educatembr onMemberGuardRefer CCfor choicecheckingrequirement

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.


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