Send aPCLreferralSet aBusinessAppointmentSet aMortgageAppointmentCompletea FHQCompleteALL 2ndQuarterPathwaysTrainingGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set anInvestmentAppointment10MinimumCalls onCall DaySubmitCreditCardApplicationGet a"100" onCustomerServiceShow BMyour abilityto navigateEDR andCheckVisionMeet with MLOto discussMortgageprocessMLO - InitialLead aHuddleUse InstantExpert toquote a loanrateSubmit aAuto LoanApplicationGet fivereferralsin one dayNotarizeadocumentSend aMortgagereferralEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplicationCompleteCuRECertificationCompletea WireTransferSit in DDAopeningwithBankerSubmita HITScaseMeet with HFAto discussInvestmentprocessHFA - InitialSend aPCLreferralSet aBusinessAppointmentSet aMortgageAppointmentCompletea FHQCompleteALL 2ndQuarterPathwaysTrainingGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set anInvestmentAppointment10MinimumCalls onCall DaySubmitCreditCardApplicationGet a"100" onCustomerServiceShow BMyour abilityto navigateEDR andCheckVisionMeet with MLOto discussMortgageprocessMLO - InitialLead aHuddleUse InstantExpert toquote a loanrateSubmit aAuto LoanApplicationGet fivereferralsin one dayNotarizeadocumentSend aMortgagereferralEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplicationCompleteCuRECertificationCompletea WireTransferSit in DDAopeningwithBankerSubmita HITScaseMeet with HFAto discussInvestmentprocessHFA - Initial

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