10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialMeet with HFAto discussInvestmentprocessHFA - InitialUse InstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationShow BMyour abilityto navigateEDR andCheckVisionGet fivereferralsin one daySubmitCreditCardApplicationCompleteCuRECertificationSubmitUnsecuredLoanApplicationCompletea FHQSend aPCLreferralSet aMortgageAppointmentSit in DDAopeningwithBankerSubmita HITScaseSet aBusinessAppointmentSet anInvestmentAppointmentEnrollCustomerin TextAlertsCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferGet a"100" onCustomerServiceNotarizeadocumentSend aMortgagereferralLead aHuddle10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialMeet with HFAto discussInvestmentprocessHFA - InitialUse InstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationShow BMyour abilityto navigateEDR andCheckVisionGet fivereferralsin one daySubmitCreditCardApplicationCompleteCuRECertificationSubmitUnsecuredLoanApplicationCompletea FHQSend aPCLreferralSet aMortgageAppointmentSit in DDAopeningwithBankerSubmita HITScaseSet aBusinessAppointmentSet anInvestmentAppointmentEnrollCustomerin TextAlertsCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferGet a"100" onCustomerServiceNotarizeadocumentSend aMortgagereferralLead 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. 10 Minimum Calls on Call Day
  2. Meet with MLO to discuss Mortgage process MLO - Initial
  3. Meet with HFA to discuss Investment process HFA - Initial
  4. Use Instant Expert to quote a loan rate
  5. Get Insurance quote for customer in office (warm transfer to Banker)
  6. Submit a Auto Loan Application
  7. Show BM your ability to navigate EDR and CheckVision
  8. Get five referrals in one day
  9. Submit Credit Card Application
  10. Complete CuRE Certification
  11. Submit Unsecured Loan Application
  12. Complete a FHQ
  13. Send a PCL referral
  14. Set a Mortgage Appointment
  15. Sit in DDA opening with Banker
  16. Submit a HITS case
  17. Set a Business Appointment
  18. Set an Investment Appointment
  19. Enroll Customer in Text Alerts
  20. Complete ALL 2nd Quarter Pathways Training
  21. Complete a Wire Transfer
  22. Get a "100" on Customer Service
  23. Notarize a document
  24. Send a Mortgage referral
  25. Lead a Huddle