Send aMortgageReferralSubmit aCreditCardApplicationLead ahuddleSend aPCLreferralSubmit anUnsecuredLoanApplicationShow BMability tonavigateEDR &CheckVisionCompleteCuRECertification10 minimumcalls on adistrict/officecall daySet anInvestmentAppointmentGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentUtilizeInstantExpert toquote a loanrateCompletea WireTransferSet aMortgageAppointmentSit in DDAOpeningwithBankerSubmita HITScaseEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXCompleteALL Q2PathwaysTrainingComplete2 FHQsMeet with HFAto discussInvestmentAppt processHFA - sign offSubmit anAuto LoanApplicationFivereferralsin one dayMeet with MLOto discussMortgage ApptprocessMLO- sign offSend aMortgageReferralSubmit aCreditCardApplicationLead ahuddleSend aPCLreferralSubmit anUnsecuredLoanApplicationShow BMability tonavigateEDR &CheckVisionCompleteCuRECertification10 minimumcalls on adistrict/officecall daySet anInvestmentAppointmentGet Insurancequote forcustomer inoffice or warmtransfer toBankerNotarizeadocumentUtilizeInstantExpert toquote a loanrateCompletea WireTransferSet aMortgageAppointmentSit in DDAOpeningwithBankerSubmita HITScaseEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXCompleteALL Q2PathwaysTrainingComplete2 FHQsMeet with HFAto discussInvestmentAppt processHFA - sign offSubmit anAuto LoanApplicationFivereferralsin one dayMeet with MLOto discussMortgage ApptprocessMLO- sign off

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