Wait 3-5 minIs theclient aminor?Check forrestrictionsSoundslike abrowserissueWhateman areyouusing?RestartWDE andJabber25k perpaymentIs thepayeeOn File?TransfertoMortgageDid youcheck formultipleQuestprofiles?7-10busdaysOn UsPayeeWhatbrowserare theyusing?Whattroubleshootinghas beencompleted?NoRedFlagsThey'll needto wait forthe paymentto postDid youcheck theDeliver Bydate?ContactTSDYou canoffer anLOIHavethem re-add theexternalDid theyuninstall/re-install?Are you suretheirenrollmentisn't locked?NolimitThey're notusing anyspecialcharacters?What isthe payeename?Did you doa mockenrollment?Anyerrors inaudit log?Did youcheck theCUACMatrix?Are theyOTPverified?Havethem trymanualcaptureWhat kindof deviceare theyusing?Did youcheck underthe othersigners onthe account?Are thereany fraudnotes inQuest?Transferto TaxGroupRefertobranchWait 3-5 minIs theclient aminor?Check forrestrictionsSoundslike abrowserissueWhateman areyouusing?RestartWDE andJabber25k perpaymentIs thepayeeOn File?TransfertoMortgageDid youcheck formultipleQuestprofiles?7-10busdaysOn UsPayeeWhatbrowserare theyusing?Whattroubleshootinghas beencompleted?NoRedFlagsThey'll needto wait forthe paymentto postDid youcheck theDeliver Bydate?ContactTSDYou canoffer anLOIHavethem re-add theexternalDid theyuninstall/re-install?Are you suretheirenrollmentisn't locked?NolimitThey're notusing anyspecialcharacters?What isthe payeename?Did you doa mockenrollment?Anyerrors inaudit log?Did youcheck theCUACMatrix?Are theyOTPverified?Havethem trymanualcaptureWhat kindof deviceare theyusing?Did youcheck underthe othersigners onthe account?Are thereany fraudnotes inQuest?Transferto TaxGroupRefertobranch

Coach Bingo! - 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. Wait 3-5 min
  2. Is the client a minor?
  3. Check for restrictions
  4. Sounds like a browser issue
  5. What eman are you using?
  6. Restart WDE and Jabber
  7. 25k per payment
  8. Is the payee On File?
  9. Transfer to Mortgage
  10. Did you check for multiple Quest profiles?
  11. 7-10 bus days
  12. On Us Payee
  13. What browser are they using?
  14. What troubleshooting has been completed?
  15. No Red Flags
  16. They'll need to wait for the payment to post
  17. Did you check the Deliver By date?
  18. Contact TSD
  19. You can offer an LOI
  20. Have them re-add the external
  21. Did they uninstall/re-install?
  22. Are you sure their enrollment isn't locked?
  23. No limit
  24. They're not using any special characters?
  25. What is the payee name?
  26. Did you do a mock enrollment?
  27. Any errors in audit log?
  28. Did you check the CUAC Matrix?
  29. Are they OTP verified?
  30. Have them try manual capture
  31. What kind of device are they using?
  32. Did you check under the other signers on the account?
  33. Are there any fraud notes in Quest?
  34. Transfer to Tax Group
  35. Refer to branch