Introclient to Vicfor LBinterventionCREDITCARDAPPINPUTFindsomeonegoing onVacationFIND ACLIENTWITH ALOAN NEEDOFFER ASAVINGSPROMOSET AF@WEVENT"WHEREELSE DOYOUBANK?"Introclientto BMBIN BUSTYOURWORKGet amortgagereferral forSteveHAVE AladderingCONVOFIND ACLIENT W/ONLBNEEDPrint 3profilesand reviewwith BMAsk ifEmployeroffers DirectDeposit?Ask clientabout theirmortgagerateSETan I &IAPPTASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSOpen asavingsaccountDISCOVERAH.E. NEEDCompleteandinterventionAsk clientfor areferral fora friendOpen acheckingaccountTalk to clientin the driveup aboutproductIntroclient to Vicfor LBinterventionCREDITCARDAPPINPUTFindsomeonegoing onVacationFIND ACLIENTWITH ALOAN NEEDOFFER ASAVINGSPROMOSET AF@WEVENT"WHEREELSE DOYOUBANK?"Introclientto BMBIN BUSTYOURWORKGet amortgagereferral forSteveHAVE AladderingCONVOFIND ACLIENT W/ONLBNEEDPrint 3profilesand reviewwith BMAsk ifEmployeroffers DirectDeposit?Ask clientabout theirmortgagerateSETan I &IAPPTASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSOpen asavingsaccountDISCOVERAH.E. NEEDCompleteandinterventionAsk clientfor areferral fora friendOpen acheckingaccountTalk to clientin the driveup aboutproduct

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