Ask clientabout theirmortgagerateOpen asavingsaccountAsk clientfor areferral fora friendCompleteandintervention"WHEREELSE DOYOUBANK?"BIN BUSTYOURWORKHAVE AladderingCONVOCREDITCARDAPPINPUTIntroclientto BMSETan I &IAPPTDISCOVERAH.E. NEEDOpen acheckingaccountFIND ACLIENT W/ONLBNEEDSET AF@WEVENTGet amortgagereferral forSteveASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSFIND ACLIENTWITH ALOAN NEEDPrint 3profilesand reviewwith BMAsk ifEmployeroffers DirectDeposit?Introclient to Vicfor LBinterventionTalk to clientin the driveup aboutproductFindsomeonegoing onVacationOFFER ASAVINGSPROMOAsk clientabout theirmortgagerateOpen asavingsaccountAsk clientfor areferral fora friendCompleteandintervention"WHEREELSE DOYOUBANK?"BIN BUSTYOURWORKHAVE AladderingCONVOCREDITCARDAPPINPUTIntroclientto BMSETan I &IAPPTDISCOVERAH.E. NEEDOpen acheckingaccountFIND ACLIENT W/ONLBNEEDSET AF@WEVENTGet amortgagereferral forSteveASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSFIND ACLIENTWITH ALOAN NEEDPrint 3profilesand reviewwith BMAsk ifEmployeroffers DirectDeposit?Introclient to Vicfor LBinterventionTalk to clientin the driveup aboutproductFindsomeonegoing onVacationOFFER ASAVINGSPROMO

WHITE LAKE 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. Ask client about their mortgage rate
  2. Open a savings account
  3. Ask client for a referral for a friend
  4. Complete and intervention
  5. "WHERE ELSE DO YOU BANK?"
  6. BIN BUST YOUR WORK
  7. HAVE A laddering CONVO
  8. CREDIT CARD APP INPUT
  9. Intro client to BM
  10. SET an I &I APPT
  11. DISCOVER A H.E. NEED
  12. Open a checking account
  13. FIND A CLIENT W/ ONLB NEED
  14. SET A F@W EVENT
  15. Get a mortgage referral for Steve
  16. ASK CLIENT IF THEY CARRY CC BAL?
  17. DISCOVER OUTSIDE FUNDS
  18. FIND A CLIENT WITH A LOAN NEED
  19. Print 3 profiles and review with BM
  20. Ask if Employer offers Direct Deposit?
  21. Intro client to Vic for LB intervention
  22. Talk to client in the drive up about product
  23. Find someone going on Vacation
  24. OFFER A SAVINGS PROMO