Meet with HFAto discussInvestmentAppt processHFA - sign offSet anInvestmentAppointmentSubmit aCreditCardApplicationFivereferralsin one daySubmita HITScaseUtilizeInstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anUnsecuredLoanApplicationCompleteCuRECertificationSubmit anAuto LoanApplicationSit in DDAOpeningwithBankerEnrollCustomerin TextAlertsSet aMortgageAppointmentSend aPCLreferralCompleteALL Q2PathwaysTrainingNotarizeadocumentSet aBusinessAppointmentin MAXComplete2 FHQsShow BMability tonavigateEDR &CheckVisionSend aMortgageReferralCompletea WireTransferMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddle10 minimumcalls on adistrict/officecall dayMeet with HFAto discussInvestmentAppt processHFA - sign offSet anInvestmentAppointmentSubmit aCreditCardApplicationFivereferralsin one daySubmita HITScaseUtilizeInstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anUnsecuredLoanApplicationCompleteCuRECertificationSubmit anAuto LoanApplicationSit in DDAOpeningwithBankerEnrollCustomerin TextAlertsSet aMortgageAppointmentSend aPCLreferralCompleteALL Q2PathwaysTrainingNotarizeadocumentSet aBusinessAppointmentin MAXComplete2 FHQsShow BMability tonavigateEDR &CheckVisionSend aMortgageReferralCompletea WireTransferMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddle10 minimumcalls on adistrict/officecall day

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