Set aBusinessAppointmentin MAXSend aPCLreferralComplete2 FHQsCompletea WireTransferCompleteCuRECertificationCompleteALL Q2PathwaysTrainingGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddleSend aMortgageReferralSubmit aCreditCardApplication10 minimumcalls on adistrict/officecall dayEnrollCustomerin TextAlertsSet aMortgageAppointmentSubmit anAuto LoanApplicationSet anInvestmentAppointmentSubmit anUnsecuredLoanApplicationSubmita HITScaseMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionFivereferralsin one daySit in DDAOpeningwithBankerUtilizeInstantExpert toquote a loanrateSet aBusinessAppointmentin MAXSend aPCLreferralComplete2 FHQsCompletea WireTransferCompleteCuRECertificationCompleteALL Q2PathwaysTrainingGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddleSend aMortgageReferralSubmit aCreditCardApplication10 minimumcalls on adistrict/officecall dayEnrollCustomerin TextAlertsSet aMortgageAppointmentSubmit anAuto LoanApplicationSet anInvestmentAppointmentSubmit anUnsecuredLoanApplicationSubmita HITScaseMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionFivereferralsin one daySit in DDAOpeningwithBankerUtilizeInstantExpert toquote a loanrate

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 Business Appointment in MAX
  2. Send a PCL referral
  3. Complete 2 FHQs
  4. Complete a Wire Transfer
  5. Complete CuRE Certification
  6. Complete ALL Q2 Pathways Training
  7. Get Insurance quote for customer in office or warm transfer to Banker
  8. Notarize a document
  9. Meet with MLO to discuss Mortgage Appt process MLO- sign off
  10. Lead a huddle
  11. Send a Mortgage Referral
  12. Submit a Credit Card Application
  13. 10 minimum calls on a district/office call day
  14. Enroll Customer in Text Alerts
  15. Set a Mortgage Appointment
  16. Submit an Auto Loan Application
  17. Set an Investment Appointment
  18. Submit an Unsecured Loan Application
  19. Submit a HITS case
  20. Meet with HFA to discuss Investment Appt process HFA - sign off
  21. Show BM ability to navigate EDR & CheckVision
  22. Five referrals in one day
  23. Sit in DDA Opening with Banker
  24. Utilize Instant Expert to quote a loan rate