Get Insurancequote forcustomer inoffice (warmtransfer toBanker)Meet with HFAto discussInvestmentprocessHFA - InitialSet anInvestmentAppointmentShow BMyour abilityto navigateEDR andCheckVisionSubmita HITScaseGet fivereferralsin one dayMeet with MLOto discussMortgageprocessMLO - InitialCompleteCuRECertificationSubmitCreditCardApplicationCompleteALL 2ndQuarterPathwaysTrainingEnrollCustomerin TextAlertsUse InstantExpert toquote a loanrateCompletea FHQ10MinimumCalls onCall DaySubmitUnsecuredLoanApplicationSit in DDAopeningwithBankerSet aBusinessAppointmentCompletea WireTransferSubmit aAuto LoanApplicationNotarizeadocumentGet a"100" onCustomerServiceSet aMortgageAppointmentLead aHuddleSend aMortgagereferralSend aPCLreferralGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Meet with HFAto discussInvestmentprocessHFA - InitialSet anInvestmentAppointmentShow BMyour abilityto navigateEDR andCheckVisionSubmita HITScaseGet fivereferralsin one dayMeet with MLOto discussMortgageprocessMLO - InitialCompleteCuRECertificationSubmitCreditCardApplicationCompleteALL 2ndQuarterPathwaysTrainingEnrollCustomerin TextAlertsUse InstantExpert toquote a loanrateCompletea FHQ10MinimumCalls onCall DaySubmitUnsecuredLoanApplicationSit in DDAopeningwithBankerSet aBusinessAppointmentCompletea WireTransferSubmit aAuto LoanApplicationNotarizeadocumentGet a"100" onCustomerServiceSet aMortgageAppointmentLead aHuddleSend aMortgagereferralSend aPCLreferral

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.


1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
  1. Get Insurance quote for customer in office (warm transfer to Banker)
  2. Meet with HFA to discuss Investment process HFA - Initial
  3. Set an Investment Appointment
  4. Show BM your ability to navigate EDR and CheckVision
  5. Submit a HITS case
  6. Get five referrals in one day
  7. Meet with MLO to discuss Mortgage process MLO - Initial
  8. Complete CuRE Certification
  9. Submit Credit Card Application
  10. Complete ALL 2nd Quarter Pathways Training
  11. Enroll Customer in Text Alerts
  12. Use Instant Expert to quote a loan rate
  13. Complete a FHQ
  14. 10 Minimum Calls on Call Day
  15. Submit Unsecured Loan Application
  16. Sit in DDA opening with Banker
  17. Set a Business Appointment
  18. Complete a Wire Transfer
  19. Submit a Auto Loan Application
  20. Notarize a document
  21. Get a "100" on Customer Service
  22. Set a Mortgage Appointment
  23. Lead a Huddle
  24. Send a Mortgage referral
  25. Send a PCL referral