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