Lead aHuddleSit in DDAopeningwithBankerSet anInvestmentAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompletea FHQCompletea WireTransferMeet with HFAto discussInvestmentprocessHFA - InitialCompleteCuRECertificationSubmita HITScaseSubmitUnsecuredLoanApplicationSend aMortgagereferralSubmit aAuto LoanApplicationGet a"100" onCustomerServiceGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteALL 2ndQuarterPathwaysTrainingSet aMortgageAppointmentEnrollCustomerin TextAlertsNotarizeadocument10MinimumCalls onCall DaySubmitCreditCardApplicationSet aBusinessAppointmentUse InstantExpert toquote a loanrateGet fivereferralsin one dayMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferralLead aHuddleSit in DDAopeningwithBankerSet anInvestmentAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompletea FHQCompletea WireTransferMeet with HFAto discussInvestmentprocessHFA - InitialCompleteCuRECertificationSubmita HITScaseSubmitUnsecuredLoanApplicationSend aMortgagereferralSubmit aAuto LoanApplicationGet a"100" onCustomerServiceGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteALL 2ndQuarterPathwaysTrainingSet aMortgageAppointmentEnrollCustomerin TextAlertsNotarizeadocument10MinimumCalls onCall DaySubmitCreditCardApplicationSet aBusinessAppointmentUse InstantExpert toquote a loanrateGet fivereferralsin one dayMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferral

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