Fivereferralsin one dayCompleteCuRECertificationMeet with MLOto discussMortgage ApptprocessMLO- sign offSubmit anUnsecuredLoanApplicationLead ahuddleComplete2 FHQs10 minimumcalls on adistrict/officecall daySet aMortgageAppointmentSend aMortgageReferralSet aBusinessAppointmentin MAXGet Insurancequote forcustomer inoffice or warmtransfer toBankerCompletea WireTransferSit in DDAOpeningwithBankerSet anInvestmentAppointmentSubmita HITScaseSubmit anAuto LoanApplicationUtilizeInstantExpert toquote a loanrateMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionSend aPCLreferralEnrollCustomerin TextAlertsCompleteALL Q2PathwaysTrainingSubmit aCreditCardApplicationNotarizeadocumentFivereferralsin one dayCompleteCuRECertificationMeet with MLOto discussMortgage ApptprocessMLO- sign offSubmit anUnsecuredLoanApplicationLead ahuddleComplete2 FHQs10 minimumcalls on adistrict/officecall daySet aMortgageAppointmentSend aMortgageReferralSet aBusinessAppointmentin MAXGet Insurancequote forcustomer inoffice or warmtransfer toBankerCompletea WireTransferSit in DDAOpeningwithBankerSet anInvestmentAppointmentSubmita HITScaseSubmit anAuto LoanApplicationUtilizeInstantExpert toquote a loanrateMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionSend aPCLreferralEnrollCustomerin TextAlertsCompleteALL Q2PathwaysTrainingSubmit aCreditCardApplicationNotarizeadocument

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