Set aMortgageAppointmentSet anInvestmentAppointmentSubmit aAuto LoanApplicationGet a"100" onCustomerServiceSit in DDAopeningwithBankerCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferSend aMortgagereferralCompletea FHQSubmitCreditCardApplicationMeet with HFAto discussInvestmentprocessHFA - InitialCompleteCuRECertificationSend aPCLreferralUse InstantExpert toquote a loanrateGet fivereferralsin one dayEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplication10MinimumCalls onCall DaySubmita HITScaseSet aBusinessAppointmentLead aHuddleMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Show BMyour abilityto navigateEDR andCheckVisionSet aMortgageAppointmentSet anInvestmentAppointmentSubmit aAuto LoanApplicationGet a"100" onCustomerServiceSit in DDAopeningwithBankerCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferSend aMortgagereferralCompletea FHQSubmitCreditCardApplicationMeet with HFAto discussInvestmentprocessHFA - InitialCompleteCuRECertificationSend aPCLreferralUse InstantExpert toquote a loanrateGet fivereferralsin one dayEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplication10MinimumCalls onCall DaySubmita HITScaseSet aBusinessAppointmentLead aHuddleMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Show BMyour abilityto navigateEDR andCheckVision

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