Lead aHuddleSubmitUnsecuredLoanApplicationSit in DDAopeningwithBankerSet anInvestmentAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialEnrollCustomerin TextAlertsSend aMortgagereferralSubmit aAuto LoanApplicationCompleteCuRECertificationGet a"100" onCustomerServiceUse InstantExpert toquote a loanrateNotarizeadocument10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialCompletea FHQSubmita HITScaseSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVisionGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aPCLreferralCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferSet aBusinessAppointmentSubmitCreditCardApplicationGet fivereferralsin one dayLead aHuddleSubmitUnsecuredLoanApplicationSit in DDAopeningwithBankerSet anInvestmentAppointmentMeet with HFAto discussInvestmentprocessHFA - InitialEnrollCustomerin TextAlertsSend aMortgagereferralSubmit aAuto LoanApplicationCompleteCuRECertificationGet a"100" onCustomerServiceUse InstantExpert toquote a loanrateNotarizeadocument10MinimumCalls onCall DayMeet with MLOto discussMortgageprocessMLO - InitialCompletea FHQSubmita HITScaseSet aMortgageAppointmentShow BMyour abilityto navigateEDR andCheckVisionGet Insurancequote forcustomer inoffice (warmtransfer toBanker)Send aPCLreferralCompleteALL 2ndQuarterPathwaysTrainingCompletea WireTransferSet aBusinessAppointmentSubmitCreditCardApplicationGet fivereferralsin one day

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