CompleteALL 2ndQuarterPathwaysTrainingGet fivereferralsin one daySit in DDAopeningwithBankerNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVision10MinimumCalls onCall DaySet anInvestmentAppointmentSet aBusinessAppointmentLead aHuddleSubmitCreditCardApplicationSend aMortgagereferralGet a"100" onCustomerServiceCompleteCuRECertificationMeet with HFAto discussInvestmentprocessHFA - InitialUse InstantExpert toquote a loanrateMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferralEnrollCustomerin TextAlertsCompletea FHQSubmitUnsecuredLoanApplicationCompletea WireTransferSubmita HITScaseCompleteALL 2ndQuarterPathwaysTrainingGet fivereferralsin one daySit in DDAopeningwithBankerNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVision10MinimumCalls onCall DaySet anInvestmentAppointmentSet aBusinessAppointmentLead aHuddleSubmitCreditCardApplicationSend aMortgagereferralGet a"100" onCustomerServiceCompleteCuRECertificationMeet with HFAto discussInvestmentprocessHFA - InitialUse InstantExpert toquote a loanrateMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferralEnrollCustomerin TextAlertsCompletea FHQSubmitUnsecuredLoanApplicationCompletea WireTransferSubmita HITScase

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