Set aBusinessAppointment10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)SubmitUnsecuredLoanApplicationCompletea FHQMeet with HFAto discussInvestmentprocessHFA - InitialSet aMortgageAppointmentLead aHuddleNotarizeadocumentSubmitCreditCardApplicationShow BMyour abilityto navigateEDR andCheckVisionCompletea WireTransferGet fivereferralsin one daySubmita HITScaseSit in DDAopeningwithBankerUse InstantExpert toquote a loanrateCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceSubmit aAuto LoanApplicationCompleteCuRECertificationSend aMortgagereferralSet anInvestmentAppointmentSend aPCLreferralEnrollCustomerin TextAlertsSet aBusinessAppointment10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)SubmitUnsecuredLoanApplicationCompletea FHQMeet with HFAto discussInvestmentprocessHFA - InitialSet aMortgageAppointmentLead aHuddleNotarizeadocumentSubmitCreditCardApplicationShow BMyour abilityto navigateEDR andCheckVisionCompletea WireTransferGet fivereferralsin one daySubmita HITScaseSit in DDAopeningwithBankerUse InstantExpert toquote a loanrateCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceSubmit aAuto LoanApplicationCompleteCuRECertificationSend aMortgagereferralSet anInvestmentAppointmentSend aPCLreferralEnrollCustomerin TextAlerts

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