Ask clientfor areferral fora friendHAVE AladderingCONVOAsk clientabout theirmortgagerateIntroclient to Vicfor LBinterventionPrint 3profilesand reviewwith BMOFFER ASAVINGSPROMO"WHEREELSE DOYOUBANK?"SETan I &IAPPTTalk to clientin the driveup aboutproductAsk ifEmployeroffers DirectDeposit?DISCOVEROUTSIDEFUNDSGet amortgagereferral forSteveASK CLIENTIF THEYCARRY CCBAL?Findsomeonegoing onVacationCREDITCARDAPPINPUTOpen acheckingaccountDISCOVERAH.E. NEEDFIND ACLIENT W/ONLBNEEDSET AF@WEVENTFIND ACLIENTWITH ALOAN NEEDIntroclientto BMOpen asavingsaccountCompleteandinterventionBIN BUSTYOURWORKAsk clientfor areferral fora friendHAVE AladderingCONVOAsk clientabout theirmortgagerateIntroclient to Vicfor LBinterventionPrint 3profilesand reviewwith BMOFFER ASAVINGSPROMO"WHEREELSE DOYOUBANK?"SETan I &IAPPTTalk to clientin the driveup aboutproductAsk ifEmployeroffers DirectDeposit?DISCOVEROUTSIDEFUNDSGet amortgagereferral forSteveASK CLIENTIF THEYCARRY CCBAL?Findsomeonegoing onVacationCREDITCARDAPPINPUTOpen acheckingaccountDISCOVERAH.E. NEEDFIND ACLIENT W/ONLBNEEDSET AF@WEVENTFIND ACLIENTWITH ALOAN NEEDIntroclientto BMOpen asavingsaccountCompleteandinterventionBIN BUSTYOURWORK

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