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