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