(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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Complete a Wire Transfer
Notarize a document
Get Insurance quote for customer in office or warm transfer to Banker
Complete 2 FHQs
Utilize Instant Expert to quote a loan rate
Submit a Credit Card Application
Complete ALL Q2 Pathways Training
10 minimum calls on a district/office call day
Send a Mortgage Referral
Submit a HITS case
Sit in DDA Opening with Banker
Show BM ability to navigate EDR & CheckVision
Lead a huddle
Submit an Unsecured Loan Application
Set a Mortgage Appointment
Set an Investment Appointment
Submit an Auto Loan Application
Five referrals in one day
Meet with HFA to discuss Investment Appt process
HFA - sign off
Send a PCL referral
Set a Business Appointment in MAX
Enroll Customer in Text Alerts
Meet with MLO to discuss Mortgage Appt process
MLO- sign off
