Submit aCreditCardApplicationLead ahuddleShow BMability tonavigateEDR &CheckVisionMeet with MLOto discussMortgage ApptprocessMLO- sign offCompleteCuRECertificationUtilizeInstantExpert toquote a loanrateSubmit anAuto LoanApplicationEnrollCustomerin TextAlertsGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentCompleteALL Q2PathwaysTrainingCompletea WireTransferSubmita HITScaseSet aBusinessAppointmentin MAXComplete2 FHQsSit in DDAOpeningwithBankerSet aMortgageAppointmentFivereferralsin one daySend aPCLreferralSend aMortgageReferral10 minimumcalls on adistrict/officecall daySubmit anUnsecuredLoanApplicationSet anInvestmentAppointmentMeet with HFAto discussInvestmentAppt processHFA - sign offSubmit aCreditCardApplicationLead ahuddleShow BMability tonavigateEDR &CheckVisionMeet with MLOto discussMortgage ApptprocessMLO- sign offCompleteCuRECertificationUtilizeInstantExpert toquote a loanrateSubmit anAuto LoanApplicationEnrollCustomerin TextAlertsGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentCompleteALL Q2PathwaysTrainingCompletea WireTransferSubmita HITScaseSet aBusinessAppointmentin MAXComplete2 FHQsSit in DDAOpeningwithBankerSet aMortgageAppointmentFivereferralsin one daySend aPCLreferralSend aMortgageReferral10 minimumcalls on adistrict/officecall daySubmit anUnsecuredLoanApplicationSet anInvestmentAppointmentMeet with HFAto discussInvestmentAppt processHFA - sign off

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