Submit aAuto LoanApplication10MinimumCalls onCall DaySet anInvestmentAppointmentNotarizeadocumentSubmita HITScaseShow BMyour abilityto navigateEDR andCheckVisionSit in DDAopeningwithBankerLead aHuddleSubmitUnsecuredLoanApplicationCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceMeet with MLOto discussMortgageprocessMLO - InitialCompletea WireTransferSet aMortgageAppointmentUse InstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aBusinessAppointmentSubmitCreditCardApplicationSend aMortgagereferralGet fivereferralsin one dayEnrollCustomerin TextAlertsCompleteCuRECertificationCompletea FHQSend aPCLreferralMeet with HFAto discussInvestmentprocessHFA - InitialSubmit aAuto LoanApplication10MinimumCalls onCall DaySet anInvestmentAppointmentNotarizeadocumentSubmita HITScaseShow BMyour abilityto navigateEDR andCheckVisionSit in DDAopeningwithBankerLead aHuddleSubmitUnsecuredLoanApplicationCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceMeet with MLOto discussMortgageprocessMLO - InitialCompletea WireTransferSet aMortgageAppointmentUse InstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aBusinessAppointmentSubmitCreditCardApplicationSend aMortgagereferralGet fivereferralsin one dayEnrollCustomerin TextAlertsCompleteCuRECertificationCompletea FHQSend aPCLreferralMeet 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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. Submit a Auto Loan Application
  2. 10 Minimum Calls on Call Day
  3. Set an Investment Appointment
  4. Notarize a document
  5. Submit a HITS case
  6. Show BM your ability to navigate EDR and CheckVision
  7. Sit in DDA opening with Banker
  8. Lead a Huddle
  9. Submit Unsecured Loan Application
  10. Complete ALL 2nd Quarter Pathways Training
  11. Get a "100" on Customer Service
  12. Meet with MLO to discuss Mortgage process MLO - Initial
  13. Complete a Wire Transfer
  14. Set a Mortgage Appointment
  15. Use Instant Expert to quote a loan rate
  16. Get Insurance quote for customer in office (warm transfer to Banker)
  17. Set a Business Appointment
  18. Submit Credit Card Application
  19. Send a Mortgage referral
  20. Get five referrals in one day
  21. Enroll Customer in Text Alerts
  22. Complete CuRE Certification
  23. Complete a FHQ
  24. Send a PCL referral
  25. Meet with HFA to discuss Investment process HFA - Initial