SubmitUnsecuredLoanApplicationSet aMortgageAppointmentSet aBusinessAppointment10MinimumCalls onCall DaySubmit aAuto LoanApplicationSubmita HITScaseCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceMeet with HFAto discussInvestmentprocessHFA - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aPCLreferralGet fivereferralsin one daySit in DDAopeningwithBankerLead aHuddleCompleteCuRECertificationMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentSubmitCreditCardApplicationSend aMortgagereferralCompletea FHQCompletea WireTransferNotarizeadocumentUse InstantExpert toquote a loanrateShow BMyour abilityto navigateEDR andCheckVisionEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplicationSet aMortgageAppointmentSet aBusinessAppointment10MinimumCalls onCall DaySubmit aAuto LoanApplicationSubmita HITScaseCompleteALL 2ndQuarterPathwaysTrainingGet a"100" onCustomerServiceMeet with HFAto discussInvestmentprocessHFA - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aPCLreferralGet fivereferralsin one daySit in DDAopeningwithBankerLead aHuddleCompleteCuRECertificationMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentSubmitCreditCardApplicationSend aMortgagereferralCompletea FHQCompletea WireTransferNotarizeadocumentUse InstantExpert toquote a loanrateShow BMyour abilityto navigateEDR andCheckVisionEnrollCustomerin TextAlerts

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