Completea WireTransferGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplication10MinimumCalls onCall DaySend aPCLreferralCompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingSet aMortgageAppointmentNotarizeadocumentSubmitCreditCardApplicationSet aBusinessAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleGet fivereferralsin one daySubmitUnsecuredLoanApplicationUse InstantExpert toquote a loanrateSubmita HITScaseCompletea FHQMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentGet a"100" onCustomerServiceEnrollCustomerin TextAlertsSend aMortgagereferralSit in DDAopeningwithBankerCompletea WireTransferGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplication10MinimumCalls onCall DaySend aPCLreferralCompleteCuRECertificationCompleteALL 2ndQuarterPathwaysTrainingSet aMortgageAppointmentNotarizeadocumentSubmitCreditCardApplicationSet aBusinessAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleGet fivereferralsin one daySubmitUnsecuredLoanApplicationUse InstantExpert toquote a loanrateSubmita HITScaseCompletea FHQMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentGet a"100" onCustomerServiceEnrollCustomerin TextAlertsSend aMortgagereferralSit in DDAopeningwithBanker

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