Submit anUnsecuredLoanApplicationCompleteCuRECertificationMeet with MLOto discussMortgage ApptprocessMLO- sign offSend aMortgageReferralSet aMortgageAppointmentSend aPCLreferral10 minimumcalls on adistrict/officecall dayFivereferralsin one daySubmita HITScaseNotarizeadocumentEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXCompletea WireTransferGet Insurancequote forcustomer inoffice or warmtransfer toBankerUtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationComplete2 FHQsSit in DDAOpeningwithBankerLead ahuddleMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionSet anInvestmentAppointmentSubmit anAuto LoanApplicationCompleteALL Q2PathwaysTrainingSubmit anUnsecuredLoanApplicationCompleteCuRECertificationMeet with MLOto discussMortgage ApptprocessMLO- sign offSend aMortgageReferralSet aMortgageAppointmentSend aPCLreferral10 minimumcalls on adistrict/officecall dayFivereferralsin one daySubmita HITScaseNotarizeadocumentEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXCompletea WireTransferGet Insurancequote forcustomer inoffice or warmtransfer toBankerUtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationComplete2 FHQsSit in DDAOpeningwithBankerLead ahuddleMeet with HFAto discussInvestmentAppt processHFA - sign offShow BMability tonavigateEDR &CheckVisionSet anInvestmentAppointmentSubmit anAuto LoanApplicationCompleteALL Q2PathwaysTraining

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