Add theCMLSUnderwriterNameChange/updatethe advisornameCalledclient viaEvergreenSent anemail toclient viaEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedSyncFilogix toEvergreenChange theclient’squalifyingincome onEvergreenManuallyadd andPublish aNew Task(Fulfillment)Edit thesubjectpropertydetailsAdd/removea liability viaEvergreenAdd theappraisedvalue(subjectproperty)Add theclient’spreferredtime/dayChange/updatethe applicationloan stageAdd theclient’spreferredmethod ofcommunication Logged anote inEvergreenUpload aSignedCommitmentLetter onEvergreenAdd theCMLSUnderwriterNameChange/updatethe advisornameCalledclient viaEvergreenSent anemail toclient viaEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedSyncFilogix toEvergreenChange theclient’squalifyingincome onEvergreenManuallyadd andPublish aNew Task(Fulfillment)Edit thesubjectpropertydetailsAdd/removea liability viaEvergreenAdd theappraisedvalue(subjectproperty)Add theclient’spreferredtime/dayChange/updatethe applicationloan stageAdd theclient’spreferredmethod ofcommunication Logged anote inEvergreenUpload 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.


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