Ask clientfor areferral fora friendFIND ACLIENT W/ONLBNEEDAsk ifEmployeroffers DirectDeposit?SET AF@WEVENTOFFER ASAVINGSPROMOFIND ACLIENTWITH ALOAN NEEDBIN BUSTYOURWORKOpen acheckingaccountASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSSETan I &IAPPTHAVE AladderingCONVOFindsomeonegoing onVacationAsk clientabout theirmortgageratePrint 3profilesand reviewwith BMIntroclient to Vicfor LBinterventionIntroclientto BMDISCOVERAH.E. NEEDOpen asavingsaccount"WHEREELSE DOYOUBANK?"Get amortgagereferral forSteveCREDITCARDAPPINPUTTalk to clientin the driveup aboutproductCompleteandinterventionAsk clientfor areferral fora friendFIND ACLIENT W/ONLBNEEDAsk ifEmployeroffers DirectDeposit?SET AF@WEVENTOFFER ASAVINGSPROMOFIND ACLIENTWITH ALOAN NEEDBIN BUSTYOURWORKOpen acheckingaccountASK CLIENTIF THEYCARRY CCBAL?DISCOVEROUTSIDEFUNDSSETan I &IAPPTHAVE AladderingCONVOFindsomeonegoing onVacationAsk clientabout theirmortgageratePrint 3profilesand reviewwith BMIntroclient to Vicfor LBinterventionIntroclientto BMDISCOVERAH.E. NEEDOpen asavingsaccount"WHEREELSE DOYOUBANK?"Get amortgagereferral forSteveCREDITCARDAPPINPUTTalk to clientin the driveup aboutproductCompleteandintervention

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