Set anInvestmentAppointmentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aMortgageAppointmentGet fivereferralsin one dayShow BMyour abilityto navigateEDR andCheckVisionCompleteCuRECertificationSend aMortgagereferralGet a"100" onCustomerServiceSubmitUnsecuredLoanApplicationMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentCompleteALL 2ndQuarterPathwaysTrainingSubmitCreditCardApplicationEnrollCustomerin TextAlerts10MinimumCalls onCall DayUse InstantExpert toquote a loanrateSend aPCLreferralSubmita HITScaseSet aBusinessAppointmentSit in DDAopeningwithBankerCompletea FHQSubmit aAuto LoanApplicationCompletea WireTransferMeet with HFAto discussInvestmentprocessHFA - InitialLead aHuddleSet anInvestmentAppointmentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Set aMortgageAppointmentGet fivereferralsin one dayShow BMyour abilityto navigateEDR andCheckVisionCompleteCuRECertificationSend aMortgagereferralGet a"100" onCustomerServiceSubmitUnsecuredLoanApplicationMeet with MLOto discussMortgageprocessMLO - InitialNotarizeadocumentCompleteALL 2ndQuarterPathwaysTrainingSubmitCreditCardApplicationEnrollCustomerin TextAlerts10MinimumCalls onCall DayUse InstantExpert toquote a loanrateSend aPCLreferralSubmita HITScaseSet aBusinessAppointmentSit in DDAopeningwithBankerCompletea FHQSubmit aAuto LoanApplicationCompletea WireTransferMeet with HFAto discussInvestmentprocessHFA - InitialLead aHuddle

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