Completea WireTransferSit in DDAopeningwithBankerSend aMortgagereferralSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceGet fivereferralsin one dayCompleteCuRECertificationSet anInvestmentAppointmentSend aPCLreferral10MinimumCalls onCall DayUse InstantExpert toquote a loanrateSubmit aAuto LoanApplicationSubmita HITScaseEnrollCustomerin TextAlertsSubmitCreditCardApplicationMeet with MLOto discussMortgageprocessMLO - InitialSet aBusinessAppointmentSubmitUnsecuredLoanApplicationCompletea FHQMeet with HFAto discussInvestmentprocessHFA - InitialNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Lead aHuddleCompletea WireTransferSit in DDAopeningwithBankerSend aMortgagereferralSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceGet fivereferralsin one dayCompleteCuRECertificationSet anInvestmentAppointmentSend aPCLreferral10MinimumCalls onCall DayUse InstantExpert toquote a loanrateSubmit aAuto LoanApplicationSubmita HITScaseEnrollCustomerin TextAlertsSubmitCreditCardApplicationMeet with MLOto discussMortgageprocessMLO - InitialSet aBusinessAppointmentSubmitUnsecuredLoanApplicationCompletea FHQMeet with HFAto discussInvestmentprocessHFA - InitialNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Lead aHuddle

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