RefertobranchDid youcheck theDeliver Bydate?Havethem re-add theexternalWhat isthe payeename?Are you suretheirenrollmentisn't locked?25k perpaymentIs theclient aminor?Is thepayeeOn File?On UsPayeeNolimitThey're notusing anyspecialcharacters?Anyerrors inaudit log?Soundslike abrowserissueDid youcheck theCUACMatrix?Wait 3-5 minYou canoffer anLOITransferto TaxGroupWhat kindof deviceare theyusing?Did youcheck formultipleQuestprofiles?Are thereany fraudnotes inQuest?Whateman areyouusing?They'll needto wait forthe paymentto postNoRedFlagsCheck forrestrictionsWhatbrowserare theyusing?TransfertoMortgageDid you doa mockenrollment?Did youcheck underthe othersigners onthe account?Whattroubleshootinghas beencompleted?7-10busdaysContactTSDAre theyOTPverified?Havethem trymanualcaptureDid theyuninstall/re-install?RestartWDE andJabberRefertobranchDid youcheck theDeliver Bydate?Havethem re-add theexternalWhat isthe payeename?Are you suretheirenrollmentisn't locked?25k perpaymentIs theclient aminor?Is thepayeeOn File?On UsPayeeNolimitThey're notusing anyspecialcharacters?Anyerrors inaudit log?Soundslike abrowserissueDid youcheck theCUACMatrix?Wait 3-5 minYou canoffer anLOITransferto TaxGroupWhat kindof deviceare theyusing?Did youcheck formultipleQuestprofiles?Are thereany fraudnotes inQuest?Whateman areyouusing?They'll needto wait forthe paymentto postNoRedFlagsCheck forrestrictionsWhatbrowserare theyusing?TransfertoMortgageDid you doa mockenrollment?Did youcheck underthe othersigners onthe account?Whattroubleshootinghas beencompleted?7-10busdaysContactTSDAre theyOTPverified?Havethem trymanualcaptureDid theyuninstall/re-install?RestartWDE andJabber

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