Get a"100" onCustomerServiceMeet with MLOto discussMortgageprocessMLO - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aMortgagereferralSit in DDAopeningwithBankerCompleteALL 2ndQuarterPathwaysTrainingCompletea FHQSend aPCLreferralSet anInvestmentAppointmentNotarizeadocumentSubmita HITScaseShow BMyour abilityto navigateEDR andCheckVisionSubmitCreditCardApplicationEnrollCustomerin TextAlertsUse InstantExpert toquote a loanrateMeet with HFAto discussInvestmentprocessHFA - InitialCompletea WireTransferLead aHuddleSubmit aAuto LoanApplication10MinimumCalls onCall DaySet aBusinessAppointmentCompleteCuRECertificationGet fivereferralsin one daySubmitUnsecuredLoanApplicationSet aMortgageAppointmentGet a"100" onCustomerServiceMeet with MLOto discussMortgageprocessMLO - InitialGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aMortgagereferralSit in DDAopeningwithBankerCompleteALL 2ndQuarterPathwaysTrainingCompletea FHQSend aPCLreferralSet anInvestmentAppointmentNotarizeadocumentSubmita HITScaseShow BMyour abilityto navigateEDR andCheckVisionSubmitCreditCardApplicationEnrollCustomerin TextAlertsUse InstantExpert toquote a loanrateMeet with HFAto discussInvestmentprocessHFA - InitialCompletea WireTransferLead aHuddleSubmit aAuto LoanApplication10MinimumCalls onCall DaySet aBusinessAppointmentCompleteCuRECertificationGet fivereferralsin one daySubmitUnsecuredLoanApplicationSet aMortgageAppointment

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