You canoffer anLOIHavethem re-add theexternalDid theyuninstall/re-install?Anyerrors inaudit log?25k perpaymentWait 3-5 minHavethem trymanualcaptureAre theyOTPverified?Whatbrowserare theyusing?Whattroubleshootinghas beencompleted?Is theclient aminor?Transferto TaxGroupRestartWDE andJabberContactTSDThey're notusing anyspecialcharacters?Did youcheck formultipleQuestprofiles?Are thereany fraudnotes inQuest?Is thepayeeOn File?Did you doa mockenrollment?What isthe payeename?On UsPayeeSoundslike abrowserissueDid youcheck theDeliver Bydate?Did youcheck underthe othersigners onthe account?Check forrestrictionsDid youcheck theCUACMatrix?They'll needto wait forthe paymentto postAre you suretheirenrollmentisn't locked?What kindof deviceare theyusing?7-10busdaysNolimitRefertobranchTransfertoMortgageYou canoffer anLOIHavethem re-add theexternalDid theyuninstall/re-install?Anyerrors inaudit log?25k perpaymentWait 3-5 minHavethem trymanualcaptureAre theyOTPverified?Whatbrowserare theyusing?Whattroubleshootinghas beencompleted?Is theclient aminor?Transferto TaxGroupRestartWDE andJabberContactTSDThey're notusing anyspecialcharacters?Did youcheck formultipleQuestprofiles?Are thereany fraudnotes inQuest?Is thepayeeOn File?Did you doa mockenrollment?What isthe payeename?On UsPayeeSoundslike abrowserissueDid youcheck theDeliver Bydate?Did youcheck underthe othersigners onthe account?Check forrestrictionsDid youcheck theCUACMatrix?They'll needto wait forthe paymentto postAre you suretheirenrollmentisn't locked?What kindof deviceare theyusing?7-10busdaysNolimitRefertobranchTransfertoMortgage

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