Completea FHQGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aBusinessAppointmentSet anInvestmentAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialCompleteALL 2ndQuarterPathwaysTrainingUse InstantExpert toquote a loanrateSubmitUnsecuredLoanApplicationEnrollCustomerin TextAlertsShow BMyour abilityto navigateEDR andCheckVisionSend aMortgagereferralSubmitCreditCardApplicationMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferral10MinimumCalls onCall DaySubmit aAuto LoanApplicationCompleteCuRECertificationSubmita HITScaseGet fivereferralsin one dayLead aHuddleCompletea WireTransferNotarizeadocumentSit in DDAopeningwithBankerGet a"100" onCustomerServiceSet aMortgageAppointmentCompletea FHQGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aBusinessAppointmentSet anInvestmentAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialCompleteALL 2ndQuarterPathwaysTrainingUse InstantExpert toquote a loanrateSubmitUnsecuredLoanApplicationEnrollCustomerin TextAlertsShow BMyour abilityto navigateEDR andCheckVisionSend aMortgagereferralSubmitCreditCardApplicationMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferral10MinimumCalls onCall DaySubmit aAuto LoanApplicationCompleteCuRECertificationSubmita HITScaseGet fivereferralsin one dayLead aHuddleCompletea WireTransferNotarizeadocumentSit in DDAopeningwithBankerGet a"100" onCustomerServiceSet aMortgageAppointment

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