Did you doa mockenrollment?You canoffer anLOIDid youcheck formultipleQuestprofiles?Whattroubleshootinghas beencompleted?Are theyOTPverified?Did theyuninstall/re-install?Did youcheck theDeliver Bydate?Transferto TaxGroupIs theclient aminor?Is thepayeeOn File?What isthe payeename?RestartWDE andJabberAre you suretheirenrollmentisn't locked?25k perpaymentContactTSDNolimitAnyerrors inaudit log?What kindof deviceare theyusing?On UsPayeeWhatbrowserare theyusing?Havethem trymanualcaptureWait 3-5 minTransfertoMortgageThey're notusing anyspecialcharacters?7-10busdaysCheck forrestrictionsHavethem re-add theexternalRefertobranchSoundslike abrowserissueAre thereany fraudnotes inQuest?Did youcheck theCUACMatrix?They'll needto wait forthe paymentto postDid youcheck underthe othersigners onthe account?Did you doa mockenrollment?You canoffer anLOIDid youcheck formultipleQuestprofiles?Whattroubleshootinghas beencompleted?Are theyOTPverified?Did theyuninstall/re-install?Did youcheck theDeliver Bydate?Transferto TaxGroupIs theclient aminor?Is thepayeeOn File?What isthe payeename?RestartWDE andJabberAre you suretheirenrollmentisn't locked?25k perpaymentContactTSDNolimitAnyerrors inaudit log?What kindof deviceare theyusing?On UsPayeeWhatbrowserare theyusing?Havethem trymanualcaptureWait 3-5 minTransfertoMortgageThey're notusing anyspecialcharacters?7-10busdaysCheck forrestrictionsHavethem re-add theexternalRefertobranchSoundslike abrowserissueAre thereany fraudnotes inQuest?Did youcheck theCUACMatrix?They'll needto wait forthe paymentto postDid youcheck underthe othersigners onthe account?

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