Anyerrors inaudit log?You canoffer anLOIContactTSDHavethem trymanualcaptureNolimitDid theyuninstall/re-install?Is theclient aminor?Soundslike abrowserissue7-10busdaysDid youcheck underthe othersigners onthe account?TransfertoMortgageCheck forrestrictionsHavethem re-add theexternalAre theyOTPverified?They're notusing anyspecialcharacters?Whattroubleshootinghas beencompleted?RefertobranchIs thepayeeOn File?25k perpaymentWait 3-5 minWhateman areyouusing?Did youcheck theCUACMatrix?Are thereany fraudnotes inQuest?They'll needto wait forthe paymentto postWhat kindof deviceare theyusing?What isthe payeename?On UsPayeeDid youcheck formultipleQuestprofiles?RestartWDE andJabberDid youcheck theDeliver Bydate?Are you suretheirenrollmentisn't locked?Did you doa mockenrollment?NoRedFlagsWhatbrowserare theyusing?Transferto TaxGroupAnyerrors inaudit log?You canoffer anLOIContactTSDHavethem trymanualcaptureNolimitDid theyuninstall/re-install?Is theclient aminor?Soundslike abrowserissue7-10busdaysDid youcheck underthe othersigners onthe account?TransfertoMortgageCheck forrestrictionsHavethem re-add theexternalAre theyOTPverified?They're notusing anyspecialcharacters?Whattroubleshootinghas beencompleted?RefertobranchIs thepayeeOn File?25k perpaymentWait 3-5 minWhateman areyouusing?Did youcheck theCUACMatrix?Are thereany fraudnotes inQuest?They'll needto wait forthe paymentto postWhat kindof deviceare theyusing?What isthe payeename?On UsPayeeDid youcheck formultipleQuestprofiles?RestartWDE andJabberDid youcheck theDeliver Bydate?Are you suretheirenrollmentisn't locked?Did you doa mockenrollment?NoRedFlagsWhatbrowserare theyusing?Transferto TaxGroup

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