UtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationCompleteALL Q2PathwaysTrainingMeet with MLOto discussMortgage ApptprocessMLO- sign offSend aMortgageReferralSubmit anUnsecuredLoanApplicationShow BMability tonavigateEDR &CheckVisionNotarizeadocumentGet Insurancequote forcustomer inoffice or warmtransfer toBankerEnrollCustomerin TextAlertsSend aPCLreferralSubmit anAuto LoanApplicationComplete2 FHQsSet aBusinessAppointmentin MAXSet aMortgageAppointmentCompleteCuRECertificationFivereferralsin one dayCompletea WireTransfer10 minimumcalls on adistrict/officecall daySit in DDAOpeningwithBankerSubmita HITScaseLead ahuddleSet anInvestmentAppointmentMeet with HFAto discussInvestmentAppt processHFA - sign offUtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationCompleteALL Q2PathwaysTrainingMeet with MLOto discussMortgage ApptprocessMLO- sign offSend aMortgageReferralSubmit anUnsecuredLoanApplicationShow BMability tonavigateEDR &CheckVisionNotarizeadocumentGet Insurancequote forcustomer inoffice or warmtransfer toBankerEnrollCustomerin TextAlertsSend aPCLreferralSubmit anAuto LoanApplicationComplete2 FHQsSet aBusinessAppointmentin MAXSet aMortgageAppointmentCompleteCuRECertificationFivereferralsin one dayCompletea WireTransfer10 minimumcalls on adistrict/officecall daySit in DDAOpeningwithBankerSubmita HITScaseLead ahuddleSet 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. Utilize Instant Expert to quote a loan rate
  2. Submit a Credit Card Application
  3. Complete ALL Q2 Pathways Training
  4. Meet with MLO to discuss Mortgage Appt process MLO- sign off
  5. Send a Mortgage Referral
  6. Submit an Unsecured Loan Application
  7. Show BM ability to navigate EDR & CheckVision
  8. Notarize a document
  9. Get Insurance quote for customer in office or warm transfer to Banker
  10. Enroll Customer in Text Alerts
  11. Send a PCL referral
  12. Submit an Auto Loan Application
  13. Complete 2 FHQs
  14. Set a Business Appointment in MAX
  15. Set a Mortgage Appointment
  16. Complete CuRE Certification
  17. Five referrals in one day
  18. Complete a Wire Transfer
  19. 10 minimum calls on a district/office call day
  20. Sit in DDA Opening with Banker
  21. Submit a HITS case
  22. Lead a huddle
  23. Set an Investment Appointment
  24. Meet with HFA to discuss Investment Appt process HFA - sign off