EnrollCustomerin TextAlertsLead aHuddleUse InstantExpert toquote a loanrateGet a"100" onCustomerServiceSubmitCreditCardApplicationSubmit aAuto LoanApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteCuRECertificationMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferralSubmitUnsecuredLoanApplicationShow BMyour abilityto navigateEDR andCheckVisionNotarizeadocumentCompletea FHQGet fivereferralsin one dayCompletea WireTransferSet anInvestmentAppointmentSet aMortgageAppointmentCompleteALL 2ndQuarterPathwaysTrainingSend aMortgagereferralMeet with HFAto discussInvestmentprocessHFA - InitialSubmita HITScaseSit in DDAopeningwithBankerSet aBusinessAppointment10MinimumCalls onCall DayEnrollCustomerin TextAlertsLead aHuddleUse InstantExpert toquote a loanrateGet a"100" onCustomerServiceSubmitCreditCardApplicationSubmit aAuto LoanApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)CompleteCuRECertificationMeet with MLOto discussMortgageprocessMLO - InitialSend aPCLreferralSubmitUnsecuredLoanApplicationShow BMyour abilityto navigateEDR andCheckVisionNotarizeadocumentCompletea FHQGet fivereferralsin one dayCompletea WireTransferSet anInvestmentAppointmentSet aMortgageAppointmentCompleteALL 2ndQuarterPathwaysTrainingSend aMortgagereferralMeet with HFAto discussInvestmentprocessHFA - InitialSubmita HITScaseSit in DDAopeningwithBankerSet aBusinessAppointment10MinimumCalls onCall Day

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