RefertobranchWhat kindof deviceare theyusing?Did youcheck theCUACMatrix?Soundslike abrowserissueIs thepayeeOn File?Havethem re-add theexternalAnyerrors inaudit log?What isthe payeename?Are thereany fraudnotes inQuest?Wait 3-5 minTransferto TaxGroupAre theyOTPverified?Did theyuninstall/re-install?Whatbrowserare theyusing?They're notusing anyspecialcharacters?Check forrestrictionsAre you suretheirenrollmentisn't locked?Did youcheck formultipleQuestprofiles?Did you doa mockenrollment?You canoffer anLOIRestartWDE andJabberDid youcheck underthe othersigners onthe account?Whattroubleshootinghas beencompleted?7-10busdays25k perpaymentHavethem trymanualcaptureIs theclient aminor?Whateman areyouusing?ContactTSDOn UsPayeeDid youcheck theDeliver Bydate?TransfertoMortgageNolimitNoRedFlagsThey'll needto wait forthe paymentto postRefertobranchWhat kindof deviceare theyusing?Did youcheck theCUACMatrix?Soundslike abrowserissueIs thepayeeOn File?Havethem re-add theexternalAnyerrors inaudit log?What isthe payeename?Are thereany fraudnotes inQuest?Wait 3-5 minTransferto TaxGroupAre theyOTPverified?Did theyuninstall/re-install?Whatbrowserare theyusing?They're notusing anyspecialcharacters?Check forrestrictionsAre you suretheirenrollmentisn't locked?Did youcheck formultipleQuestprofiles?Did you doa mockenrollment?You canoffer anLOIRestartWDE andJabberDid youcheck underthe othersigners onthe account?Whattroubleshootinghas beencompleted?7-10busdays25k perpaymentHavethem trymanualcaptureIs theclient aminor?Whateman areyouusing?ContactTSDOn UsPayeeDid youcheck theDeliver Bydate?TransfertoMortgageNolimitNoRedFlagsThey'll needto wait forthe paymentto post

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