Send aPCLreferralUse InstantExpert toquote a loanrateMeet with HFAto discussInvestmentprocessHFA - InitialSubmita HITScaseSet aMortgageAppointmentSit in DDAopeningwithBankerMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentSet aBusinessAppointmentShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleSubmitCreditCardApplication10MinimumCalls onCall DaySend aMortgagereferralSubmitUnsecuredLoanApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Completea WireTransferCompletea FHQCompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingGet fivereferralsin one dayEnrollCustomerin TextAlertsSet anInvestmentAppointmentSubmit aAuto LoanApplicationGet a"100" onCustomerServiceSend aPCLreferralUse InstantExpert toquote a loanrateMeet with HFAto discussInvestmentprocessHFA - InitialSubmita HITScaseSet aMortgageAppointmentSit in DDAopeningwithBankerMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentSet aBusinessAppointmentShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleSubmitCreditCardApplication10MinimumCalls onCall DaySend aMortgagereferralSubmitUnsecuredLoanApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Completea WireTransferCompletea FHQCompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingGet fivereferralsin one dayEnrollCustomerin TextAlertsSet anInvestmentAppointmentSubmit aAuto LoanApplicationGet a"100" onCustomerService

CEB 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. Send a PCL referral
  2. Use Instant Expert to quote a loan rate
  3. Meet with HFA to discuss Investment process HFA - Initial
  4. Submit a HITS case
  5. Set a Mortgage Appointment
  6. Sit in DDA opening with Banker
  7. Meet with MLO to discuss Mortgage process MLO - Initial
  8. Notarize a document
  9. Set a Business Appointment
  10. Show BM your ability to navigate EDR and CheckVision
  11. Lead a Huddle
  12. Submit Credit Card Application
  13. 10 Minimum Calls on Call Day
  14. Send a Mortgage referral
  15. Submit Unsecured Loan Application
  16. Get Insurance quote for customer in office (warm transfer to Banker)
  17. Complete a Wire Transfer
  18. Complete a FHQ
  19. Complete CuRE Certification
  20. Complete ALL 2nd Quarter Pathways Training
  21. Get five referrals in one day
  22. Enroll Customer in Text Alerts
  23. Set an Investment Appointment
  24. Submit a Auto Loan Application
  25. Get a "100" on Customer Service