Introclient to Vicfor LBinterventionFIND ACLIENTWITH ALOAN NEEDAsk clientfor areferral fora friendASK CLIENTIF THEYCARRY CCBAL?FIND ACLIENT W/ONLBNEEDSET AF@WEVENTHAVE AladderingCONVOFindsomeonegoing onVacationTalk to clientin the driveup aboutproductAsk ifEmployeroffers DirectDeposit?Get amortgagereferral forSteveOpen asavingsaccountBIN BUSTYOURWORKDISCOVEROUTSIDEFUNDSAsk clientabout theirmortgagerateOFFER ASAVINGSPROMOIntroclientto BMCREDITCARDAPPINPUT"WHEREELSE DOYOUBANK?"Open acheckingaccountCompleteandinterventionDISCOVERAH.E. NEEDPrint 3profilesand reviewwith BMSETan I &IAPPTIntroclient to Vicfor LBinterventionFIND ACLIENTWITH ALOAN NEEDAsk clientfor areferral fora friendASK CLIENTIF THEYCARRY CCBAL?FIND ACLIENT W/ONLBNEEDSET AF@WEVENTHAVE AladderingCONVOFindsomeonegoing onVacationTalk to clientin the driveup aboutproductAsk ifEmployeroffers DirectDeposit?Get amortgagereferral forSteveOpen asavingsaccountBIN BUSTYOURWORKDISCOVEROUTSIDEFUNDSAsk clientabout theirmortgagerateOFFER ASAVINGSPROMOIntroclientto BMCREDITCARDAPPINPUT"WHEREELSE DOYOUBANK?"Open acheckingaccountCompleteandinterventionDISCOVERAH.E. NEEDPrint 3profilesand reviewwith BMSETan I &IAPPT

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