ContactTSDHavethem re-add theexternalTransferto TaxGroupAnyerrors inaudit log?On UsPayeeDid you doa mockenrollment?Check forrestrictionsDid youcheck theDeliver Bydate?Did youcheck formultipleQuestprofiles?Did theyuninstall/re-install?Are theyOTPverified?Whatbrowserare theyusing?Whattroubleshootinghas beencompleted?TransfertoMortgageIs thepayeeOn File?NolimitIs theclient aminor?Are you suretheirenrollmentisn't locked?Did youcheck theCUACMatrix?They're notusing anyspecialcharacters?7-10busdays25k perpaymentWhat isthe payeename?Did youcheck underthe othersigners onthe account?Soundslike abrowserissueThey'll needto wait forthe paymentto postWhat kindof deviceare theyusing?Are thereany fraudnotes inQuest?Havethem trymanualcaptureYou canoffer anLOIRestartWDE andJabberWait 3-5 minRefertobranchContactTSDHavethem re-add theexternalTransferto TaxGroupAnyerrors inaudit log?On UsPayeeDid you doa mockenrollment?Check forrestrictionsDid youcheck theDeliver Bydate?Did youcheck formultipleQuestprofiles?Did theyuninstall/re-install?Are theyOTPverified?Whatbrowserare theyusing?Whattroubleshootinghas beencompleted?TransfertoMortgageIs thepayeeOn File?NolimitIs theclient aminor?Are you suretheirenrollmentisn't locked?Did youcheck theCUACMatrix?They're notusing anyspecialcharacters?7-10busdays25k perpaymentWhat isthe payeename?Did youcheck underthe othersigners onthe account?Soundslike abrowserissueThey'll needto wait forthe paymentto postWhat kindof deviceare theyusing?Are thereany fraudnotes inQuest?Havethem trymanualcaptureYou canoffer anLOIRestartWDE andJabberWait 3-5 minRefertobranch

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