Logged anote inEvergreenChange/updatethe advisornameChange/updatethe applicationloan stageSent anemail toclient viaEvergreenEdit thesubjectpropertydetailsAdd theappraisedvalue(subjectproperty)Manuallyadd andPublish aNew Task(Fulfillment)Add the CMLSAccount numberin applicationswith CL IssuedCalledclient viaEvergreenAdd theCMLSUnderwriterNameUpload aSignedCommitmentLetter onEvergreenAdd theclient’spreferredtime/daySyncFilogix toEvergreenAdd/removea liability viaEvergreenAdd theclient’spreferredmethod ofcommunication Change theclient’squalifyingincome onEvergreenLogged anote inEvergreenChange/updatethe advisornameChange/updatethe applicationloan stageSent anemail toclient viaEvergreenEdit thesubjectpropertydetailsAdd theappraisedvalue(subjectproperty)Manuallyadd andPublish aNew Task(Fulfillment)Add the CMLSAccount numberin applicationswith CL IssuedCalledclient viaEvergreenAdd theCMLSUnderwriterNameUpload aSignedCommitmentLetter onEvergreenAdd theclient’spreferredtime/daySyncFilogix toEvergreenAdd/removea liability viaEvergreenAdd theclient’spreferredmethod ofcommunication Change theclient’squalifyingincome 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. Logged a note in Evergreen
  2. Change/update the advisor name
  3. Change/update the application loan stage
  4. Sent an email to client via Evergreen
  5. Edit the subject property details
  6. Add the appraised value (subject property)
  7. Manually add and Publish a New Task (Fulfillment)
  8. Add the CMLS Account number in applications with CL Issued
  9. Called client via Evergreen
  10. Add the CMLS Underwriter Name
  11. Upload a Signed Commitment Letter on Evergreen
  12. Add the client’s preferred time/day
  13. Sync Filogix to Evergreen
  14. Add/remove a liability via Evergreen
  15. Add the client’s preferred method of communication
  16. Change the client’s qualifying income on Evergreen