MORTGAGEREFERRALTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARDRESEARCH ANDPRESENT TOTHE TEAM ONEPRODUCT YOUWERE NOTFAMILIAR WITHTREASURYSERVICESREFERRALCALL 3CLIENTS ONTHE SAMEBUSINESSDAYTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARDNEWMONEY CDUNDER$100,000.00APPROVEDCREDITCARD5 RBQ'S ONTHE SAMEBUSINESSDAYHELOCREFERRALGET A NON-CUSTOMERTO OPENANACCOUNT3 RBQ'S ONTHE SAMEBUSINESSDAYCALL 3CLIENTS ONTHE SAMEBUSINESSDAYCD RENEWL(DON'T LETTHATMONEYLEAVE)RESEARCH ANDPRESENT TO THETEAM ONEPROCEDURE YOUWERE NOTFAMILIAR WITHNEWBUSINESSCHECKINGPCMREFERRALMORTGAGEREFERRALTREASURYSERVICESREFERRALMERCHANTSERVICESREFERRALGET A NONCUSTOMERTO GET AN(APPROVED)CREDIT CARDCALL 5CLIENTS ONTHE SAMEBUSINESSDAYAPPROVEDCREDITCARDAPPROVEDCREDITCARDNEWMONEY CDOVER$100,000.00RESEARCH ANDPRESENT TOTHE TEAM ONEPRODUCT YOUWERE NOTFAMILIAR WITHMERCHANTSERVICESREFERRALHELOCREFERRALTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARDMORTGAGEREFERRALTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARDRESEARCH ANDPRESENT TOTHE TEAM ONEPRODUCT YOUWERE NOTFAMILIAR WITHTREASURYSERVICESREFERRALCALL 3CLIENTS ONTHE SAMEBUSINESSDAYTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARDNEWMONEY CDUNDER$100,000.00APPROVEDCREDITCARD5 RBQ'S ONTHE SAMEBUSINESSDAYHELOCREFERRALGET A NON-CUSTOMERTO OPENANACCOUNT3 RBQ'S ONTHE SAMEBUSINESSDAYCALL 3CLIENTS ONTHE SAMEBUSINESSDAYCD RENEWL(DON'T LETTHATMONEYLEAVE)RESEARCH ANDPRESENT TO THETEAM ONEPROCEDURE YOUWERE NOTFAMILIAR WITHNEWBUSINESSCHECKINGPCMREFERRALMORTGAGEREFERRALTREASURYSERVICESREFERRALMERCHANTSERVICESREFERRALGET A NONCUSTOMERTO GET AN(APPROVED)CREDIT CARDCALL 5CLIENTS ONTHE SAMEBUSINESSDAYAPPROVEDCREDITCARDAPPROVEDCREDITCARDNEWMONEY CDOVER$100,000.00RESEARCH ANDPRESENT TOTHE TEAM ONEPRODUCT YOUWERE NOTFAMILIAR WITHMERCHANTSERVICESREFERRALHELOCREFERRALTALK ABOUTHIL, HRL ORHEL -COVERSATIONMUST BEOVERHEARD

INDEPENDENT FINANCIAL - 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. MORTGAGE REFERRAL
  2. TALK ABOUT HIL, HRL OR HEL - COVERSATION MUST BE OVERHEARD
  3. RESEARCH AND PRESENT TO THE TEAM ONE PRODUCT YOU WERE NOT FAMILIAR WITH
  4. TREASURY SERVICES REFERRAL
  5. CALL 3 CLIENTS ON THE SAME BUSINESS DAY
  6. TALK ABOUT HIL, HRL OR HEL - COVERSATION MUST BE OVERHEARD
  7. NEW MONEY CD UNDER $100,000.00
  8. APPROVED CREDIT CARD
  9. 5 RBQ'S ON THE SAME BUSINESS DAY
  10. HELOC REFERRAL
  11. GET A NON-CUSTOMER TO OPEN AN ACCOUNT
  12. 3 RBQ'S ON THE SAME BUSINESS DAY
  13. CALL 3 CLIENTS ON THE SAME BUSINESS DAY
  14. CD RENEWL (DON'T LET THAT MONEY LEAVE)
  15. RESEARCH AND PRESENT TO THE TEAM ONE PROCEDURE YOU WERE NOT FAMILIAR WITH
  16. NEW BUSINESS CHECKING
  17. PCM REFERRAL
  18. MORTGAGE REFERRAL
  19. TREASURY SERVICES REFERRAL
  20. MERCHANT SERVICES REFERRAL
  21. GET A NON CUSTOMER TO GET AN (APPROVED) CREDIT CARD
  22. CALL 5 CLIENTS ON THE SAME BUSINESS DAY
  23. APPROVED CREDIT CARD
  24. APPROVED CREDIT CARD
  25. NEW MONEY CD OVER $100,000.00
  26. RESEARCH AND PRESENT TO THE TEAM ONE PRODUCT YOU WERE NOT FAMILIAR WITH
  27. MERCHANT SERVICES REFERRAL
  28. HELOC REFERRAL
  29. TALK ABOUT HIL, HRL OR HEL - COVERSATION MUST BE OVERHEARD