Send aPCLreferralEnrollCustomerin TextAlertsUtilizeInstantExpert toquote a loanrateMeet with MLOto discussMortgage ApptprocessMLO- sign offFivereferralsin one daySet aBusinessAppointmentin MAXMeet with HFAto discussInvestmentAppt processHFA - sign offSend aMortgageReferralCompletea WireTransferSet aMortgageAppointment10 minimumcalls on adistrict/officecall dayComplete2 FHQsShow BMability tonavigateEDR &CheckVisionCompleteALL Q2PathwaysTrainingNotarizeadocumentSit in DDAOpeningwithBankerLead ahuddleGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anAuto LoanApplicationSubmita HITScaseCompleteCuRECertificationSubmit anUnsecuredLoanApplicationSet anInvestmentAppointmentSubmit aCreditCardApplicationSend aPCLreferralEnrollCustomerin TextAlertsUtilizeInstantExpert toquote a loanrateMeet with MLOto discussMortgage ApptprocessMLO- sign offFivereferralsin one daySet aBusinessAppointmentin MAXMeet with HFAto discussInvestmentAppt processHFA - sign offSend aMortgageReferralCompletea WireTransferSet aMortgageAppointment10 minimumcalls on adistrict/officecall dayComplete2 FHQsShow BMability tonavigateEDR &CheckVisionCompleteALL Q2PathwaysTrainingNotarizeadocumentSit in DDAOpeningwithBankerLead ahuddleGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anAuto LoanApplicationSubmita HITScaseCompleteCuRECertificationSubmit anUnsecuredLoanApplicationSet anInvestmentAppointmentSubmit aCreditCardApplication

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