NotarizeadocumentSend aMortgageReferralCompleteALL Q2PathwaysTrainingUtilizeInstantExpert toquote a loanrateSubmit anUnsecuredLoanApplicationSet aMortgageAppointmentCompleteCuRECertificationMeet with HFAto discussInvestmentAppt processHFA - sign offLead ahuddleSet anInvestmentAppointmentSend aPCLreferralSit in DDAOpeningwithBankerSubmit anAuto LoanApplicationComplete2 FHQsEnrollCustomerin TextAlertsMeet with MLOto discussMortgage ApptprocessMLO- sign offGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmita HITScaseCompletea WireTransferFivereferralsin one day10 minimumcalls on adistrict/officecall daySubmit aCreditCardApplicationShow BMability tonavigateEDR &CheckVisionSet aBusinessAppointmentin MAXNotarizeadocumentSend aMortgageReferralCompleteALL Q2PathwaysTrainingUtilizeInstantExpert toquote a loanrateSubmit anUnsecuredLoanApplicationSet aMortgageAppointmentCompleteCuRECertificationMeet with HFAto discussInvestmentAppt processHFA - sign offLead ahuddleSet anInvestmentAppointmentSend aPCLreferralSit in DDAOpeningwithBankerSubmit anAuto LoanApplicationComplete2 FHQsEnrollCustomerin TextAlertsMeet with MLOto discussMortgage ApptprocessMLO- sign offGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmita HITScaseCompletea WireTransferFivereferralsin one day10 minimumcalls on adistrict/officecall daySubmit aCreditCardApplicationShow BMability tonavigateEDR &CheckVisionSet aBusinessAppointmentin MAX

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