Upload aSignedCommitmentLetter onEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedEdit thesubjectpropertydetailsSent anemail toclient viaEvergreenAdd theappraisedvalue(subjectproperty)Logged anote inEvergreenAdd theclient’spreferredmethod ofcommunication Add/removea liability viaEvergreenChange theclient’squalifyingincome onEvergreenCalledclient viaEvergreenAdd theCMLSUnderwriterNameAdd theclient’spreferredtime/daySyncFilogix toEvergreenChange/updatethe advisornameChange/updatethe applicationloan stageManuallyadd andPublish aNew Task(Fulfillment)Upload aSignedCommitmentLetter onEvergreenAdd the CMLSAccount numberin applicationswith CL IssuedEdit thesubjectpropertydetailsSent anemail toclient viaEvergreenAdd theappraisedvalue(subjectproperty)Logged anote inEvergreenAdd theclient’spreferredmethod ofcommunication Add/removea liability viaEvergreenChange theclient’squalifyingincome onEvergreenCalledclient viaEvergreenAdd theCMLSUnderwriterNameAdd theclient’spreferredtime/daySyncFilogix toEvergreenChange/updatethe advisornameChange/updatethe applicationloan stageManuallyadd andPublish aNew Task(Fulfillment)

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