Sit in DDAopeningwithBankerSet aBusinessAppointmentGet a"100" onCustomerServiceCompletea FHQSubmit aAuto LoanApplicationSubmitCreditCardApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingUse InstantExpert toquote a loanrateSend aMortgagereferralGet fivereferralsin one daySet aMortgageAppointmentSubmita HITScaseSet anInvestmentAppointmentSubmitUnsecuredLoanApplicationMeet with HFAto discussInvestmentprocessHFA - InitialEnrollCustomerin TextAlertsShow BMyour abilityto navigateEDR andCheckVision10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialCompletea WireTransferSend aPCLreferralLead aHuddleNotarizeadocumentSit in DDAopeningwithBankerSet aBusinessAppointmentGet a"100" onCustomerServiceCompletea FHQSubmit aAuto LoanApplicationSubmitCreditCardApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingUse InstantExpert toquote a loanrateSend aMortgagereferralGet fivereferralsin one daySet aMortgageAppointmentSubmita HITScaseSet anInvestmentAppointmentSubmitUnsecuredLoanApplicationMeet with HFAto discussInvestmentprocessHFA - InitialEnrollCustomerin TextAlertsShow BMyour abilityto navigateEDR andCheckVision10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialCompletea WireTransferSend aPCLreferralLead aHuddleNotarizeadocument

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