Wait 3-5 minWhateman areyouusing?7-10busdaysWhatbrowserare theyusing?On UsPayeeWhat isthe payeename?Are you suretheirenrollmentisn't locked?Did youcheck underthe othersigners onthe account?Soundslike abrowserissueThey're notusing anyspecialcharacters?Whattroubleshootinghas beencompleted?Anyerrors inaudit log?What kindof deviceare theyusing?RestartWDE andJabberTransferto TaxGroupDid youcheck formultipleQuestprofiles?Did youcheck theDeliver Bydate?Are theyOTPverified?Havethem re-add theexternalIs theclient aminor?25k perpaymentAre thereany fraudnotes inQuest?TransfertoMortgageHavethem trymanualcaptureNoRedFlagsCheck forrestrictionsRefertobranchIs thepayeeOn File?Did youcheck theCUACMatrix?They'll needto wait forthe paymentto postContactTSDYou canoffer anLOIDid theyuninstall/re-install?Did you doa mockenrollment?NolimitWait 3-5 minWhateman areyouusing?7-10busdaysWhatbrowserare theyusing?On UsPayeeWhat isthe payeename?Are you suretheirenrollmentisn't locked?Did youcheck underthe othersigners onthe account?Soundslike abrowserissueThey're notusing anyspecialcharacters?Whattroubleshootinghas beencompleted?Anyerrors inaudit log?What kindof deviceare theyusing?RestartWDE andJabberTransferto TaxGroupDid youcheck formultipleQuestprofiles?Did youcheck theDeliver Bydate?Are theyOTPverified?Havethem re-add theexternalIs theclient aminor?25k perpaymentAre thereany fraudnotes inQuest?TransfertoMortgageHavethem trymanualcaptureNoRedFlagsCheck forrestrictionsRefertobranchIs thepayeeOn File?Did youcheck theCUACMatrix?They'll needto wait forthe paymentto postContactTSDYou canoffer anLOIDid theyuninstall/re-install?Did you doa mockenrollment?Nolimit

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