Send aMortgagereferral10MinimumCalls onCall DayCompletea FHQSubmitCreditCardApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationCompletea WireTransferSet aMortgageAppointmentGet fivereferralsin one daySend aPCLreferralSit in DDAopeningwithBankerMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentUse InstantExpert toquote a loanrateShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleCompleteCuRECertificationSet aBusinessAppointmentNotarizeadocumentEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplicationMeet with HFAto discussInvestmentprocessHFA - InitialGet a"100" onCustomerServiceCompleteALL 2ndQuarterPathwaysTrainingSubmita HITScaseSend aMortgagereferral10MinimumCalls onCall DayCompletea FHQSubmitCreditCardApplicationGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Submit aAuto LoanApplicationCompletea WireTransferSet aMortgageAppointmentGet fivereferralsin one daySend aPCLreferralSit in DDAopeningwithBankerMeet with MLOto discussMortgageprocessMLO - InitialSet anInvestmentAppointmentUse InstantExpert toquote a loanrateShow BMyour abilityto navigateEDR andCheckVisionLead aHuddleCompleteCuRECertificationSet aBusinessAppointmentNotarizeadocumentEnrollCustomerin TextAlertsSubmitUnsecuredLoanApplicationMeet with HFAto discussInvestmentprocessHFA - InitialGet a"100" onCustomerServiceCompleteALL 2ndQuarterPathwaysTrainingSubmita HITScase

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