Change theclient’squalifyingincome onEvergreenAdd/removea liability viaEvergreenAdd theappraisedvalue(subjectproperty)Logged anote inEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedCalledclient viaEvergreenChange/updatethe advisornameEdit thesubjectpropertydetailsSyncFilogix toEvergreenAdd theclient’spreferredtime/daySent anemail toclient viaEvergreenAdd theCMLSUnderwriterNameManuallyadd andPublish aNew Task(Fulfillment)Add theclient’spreferredmethod ofcommunication Change/updatethe applicationloan stageUpload aSignedCommitmentLetter onEvergreenChange theclient’squalifyingincome onEvergreenAdd/removea liability viaEvergreenAdd theappraisedvalue(subjectproperty)Logged anote inEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedCalledclient viaEvergreenChange/updatethe advisornameEdit thesubjectpropertydetailsSyncFilogix toEvergreenAdd theclient’spreferredtime/daySent anemail toclient viaEvergreenAdd theCMLSUnderwriterNameManuallyadd andPublish aNew Task(Fulfillment)Add theclient’spreferredmethod ofcommunication Change/updatethe applicationloan stageUpload aSignedCommitmentLetter onEvergreen

Evergreen Full House 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
  1. Change the client’s qualifying income on Evergreen
  2. Add/remove a liability via Evergreen
  3. Add the appraised value (subject property)
  4. Logged a note in Evergreen
  5. Add the CMLS Account number in applications with CL Issued
  6. Called client via Evergreen
  7. Change/update the advisor name
  8. Edit the subject property details
  9. Sync Filogix to Evergreen
  10. Add the client’s preferred time/day
  11. Sent an email to client via Evergreen
  12. Add the CMLS Underwriter Name
  13. Manually add and Publish a New Task (Fulfillment)
  14. Add the client’s preferred method of communication
  15. Change/update the application loan stage
  16. Upload a Signed Commitment Letter on Evergreen