Show BMability tonavigateEDR &CheckVisionSit in DDAOpeningwithBankerMeet with HFAto discussInvestmentAppt processHFA - sign off10 minimumcalls on adistrict/officecall daySubmit anAuto LoanApplicationCompleteALL Q2PathwaysTrainingNotarizeadocumentSet aMortgageAppointmentSubmita HITScaseEnrollCustomerin TextAlertsCompleteCuRECertificationCompletea WireTransferSet anInvestmentAppointmentFivereferralsin one daySubmit aCreditCardApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offGet Insurancequote forcustomer inoffice or warmtransfer toBankerComplete2 FHQsLead ahuddleSet aBusinessAppointmentin MAXUtilizeInstantExpert toquote a loanrateSubmit anUnsecuredLoanApplicationSend aPCLreferralSend aMortgageReferralShow BMability tonavigateEDR &CheckVisionSit in DDAOpeningwithBankerMeet with HFAto discussInvestmentAppt processHFA - sign off10 minimumcalls on adistrict/officecall daySubmit anAuto LoanApplicationCompleteALL Q2PathwaysTrainingNotarizeadocumentSet aMortgageAppointmentSubmita HITScaseEnrollCustomerin TextAlertsCompleteCuRECertificationCompletea WireTransferSet anInvestmentAppointmentFivereferralsin one daySubmit aCreditCardApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offGet Insurancequote forcustomer inoffice or warmtransfer toBankerComplete2 FHQsLead ahuddleSet aBusinessAppointmentin MAXUtilizeInstantExpert toquote a loanrateSubmit anUnsecuredLoanApplicationSend aPCLreferralSend aMortgageReferral

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