You canoffer anLOIAre theyOTPverified?Whattroubleshootinghas beencompleted?Wait 3-5 minRestartWDE andJabberRefertobranchWhateman areyouusing?Check forrestrictionsHavethem trymanualcaptureContactTSDIs theclient aminor?25k perpaymentWhat kindof deviceare theyusing?On UsPayeeTransferto TaxGroup7-10busdaysDid youcheck theDeliver Bydate?Anyerrors inaudit log?Is thepayeeOn File?NoRedFlagsHavethem re-add theexternalNolimitSoundslike abrowserissueAre you suretheirenrollmentisn't locked?They'll needto wait forthe paymentto postDid theyuninstall/re-install?Are thereany fraudnotes inQuest?TransfertoMortgageDid youcheck theCUACMatrix?Whatbrowserare theyusing?Did youcheck formultipleQuestprofiles?What isthe payeename?They're notusing anyspecialcharacters?Did youcheck underthe othersigners onthe account?Did you doa mockenrollment?You canoffer anLOIAre theyOTPverified?Whattroubleshootinghas beencompleted?Wait 3-5 minRestartWDE andJabberRefertobranchWhateman areyouusing?Check forrestrictionsHavethem trymanualcaptureContactTSDIs theclient aminor?25k perpaymentWhat kindof deviceare theyusing?On UsPayeeTransferto TaxGroup7-10busdaysDid youcheck theDeliver Bydate?Anyerrors inaudit log?Is thepayeeOn File?NoRedFlagsHavethem re-add theexternalNolimitSoundslike abrowserissueAre you suretheirenrollmentisn't locked?They'll needto wait forthe paymentto postDid theyuninstall/re-install?Are thereany fraudnotes inQuest?TransfertoMortgageDid youcheck theCUACMatrix?Whatbrowserare theyusing?Did youcheck formultipleQuestprofiles?What isthe payeename?They're notusing anyspecialcharacters?Did youcheck underthe othersigners onthe account?Did you doa mockenrollment?

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