Set aMortgageAppointmentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)SubmitCreditCardApplicationCompletea WireTransferCompletea FHQSet aBusinessAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompleteALL 2ndQuarterPathwaysTrainingSend aMortgagereferralSubmitUnsecuredLoanApplicationGet fivereferralsin one day10MinimumCalls onCall DaySit in DDAopeningwithBankerSend aPCLreferralCompleteCuRECertificationSet anInvestmentAppointmentNotarizeadocumentEnrollCustomerin TextAlertsSubmit aAuto LoanApplicationLead aHuddleGet a"100" onCustomerServiceUse InstantExpert toquote a loanrateSubmita HITScaseMeet with MLOto discussMortgageprocessMLO - InitialMeet with HFAto discussInvestmentprocessHFA - InitialSet aMortgageAppointmentGet Insurancequote forcustomer inoffice (warmtransfer toBanker)SubmitCreditCardApplicationCompletea WireTransferCompletea FHQSet aBusinessAppointmentShow BMyour abilityto navigateEDR andCheckVisionCompleteALL 2ndQuarterPathwaysTrainingSend aMortgagereferralSubmitUnsecuredLoanApplicationGet fivereferralsin one day10MinimumCalls onCall DaySit in DDAopeningwithBankerSend aPCLreferralCompleteCuRECertificationSet anInvestmentAppointmentNotarizeadocumentEnrollCustomerin TextAlertsSubmit aAuto LoanApplicationLead aHuddleGet a"100" onCustomerServiceUse InstantExpert toquote a loanrateSubmita HITScaseMeet with MLOto discussMortgageprocessMLO - InitialMeet with HFAto discussInvestmentprocessHFA - Initial

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