Is thepayeeOn File?Anyerrors inaudit log?RefertobranchIs theclient aminor?Did youcheck formultipleQuestprofiles?Check forrestrictionsDid youcheck theDeliver Bydate?Did youcheck underthe othersigners onthe account?Whatbrowserare theyusing?Transferto TaxGroupRestartWDE andJabberContactTSDYou canoffer anLOIAre you suretheirenrollmentisn't locked?Havethem re-add theexternalWait 3-5 minSoundslike abrowserissueNoRedFlagsWhateman areyouusing?What isthe payeename?They're notusing anyspecialcharacters?Did youcheck theCUACMatrix?Are theyOTPverified?They'll needto wait forthe paymentto postWhat kindof deviceare theyusing?Did you doa mockenrollment?Did theyuninstall/re-install?Whattroubleshootinghas beencompleted?On UsPayeeNolimitAre thereany fraudnotes inQuest?TransfertoMortgage25k perpaymentHavethem trymanualcapture7-10busdaysIs thepayeeOn File?Anyerrors inaudit log?RefertobranchIs theclient aminor?Did youcheck formultipleQuestprofiles?Check forrestrictionsDid youcheck theDeliver Bydate?Did youcheck underthe othersigners onthe account?Whatbrowserare theyusing?Transferto TaxGroupRestartWDE andJabberContactTSDYou canoffer anLOIAre you suretheirenrollmentisn't locked?Havethem re-add theexternalWait 3-5 minSoundslike abrowserissueNoRedFlagsWhateman areyouusing?What isthe payeename?They're notusing anyspecialcharacters?Did youcheck theCUACMatrix?Are theyOTPverified?They'll needto wait forthe paymentto postWhat kindof deviceare theyusing?Did you doa mockenrollment?Did theyuninstall/re-install?Whattroubleshootinghas beencompleted?On UsPayeeNolimitAre thereany fraudnotes inQuest?TransfertoMortgage25k perpaymentHavethem trymanualcapture7-10busdays

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