CompleteCuRECertificationSubmit anUnsecuredLoanApplicationSubmit aCreditCardApplicationNotarizeadocumentSubmit anAuto LoanApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddleSend aPCLreferralMeet with HFAto discussInvestmentAppt processHFA - sign offSet anInvestmentAppointmentSet aBusinessAppointmentin MAXSubmita HITScaseFivereferralsin one dayCompletea WireTransferComplete2 FHQsEnrollCustomerin TextAlertsShow BMability tonavigateEDR &CheckVisionSet aMortgageAppointmentSend aMortgageReferralCompleteALL Q2PathwaysTraining10 minimumcalls on adistrict/officecall daySit in DDAOpeningwithBankerUtilizeInstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice or warmtransfer toBankerCompleteCuRECertificationSubmit anUnsecuredLoanApplicationSubmit aCreditCardApplicationNotarizeadocumentSubmit anAuto LoanApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offLead ahuddleSend aPCLreferralMeet with HFAto discussInvestmentAppt processHFA - sign offSet anInvestmentAppointmentSet aBusinessAppointmentin MAXSubmita HITScaseFivereferralsin one dayCompletea WireTransferComplete2 FHQsEnrollCustomerin TextAlertsShow BMability tonavigateEDR &CheckVisionSet aMortgageAppointmentSend aMortgageReferralCompleteALL Q2PathwaysTraining10 minimumcalls on adistrict/officecall daySit in DDAOpeningwithBankerUtilizeInstantExpert toquote a loanrateGet Insurancequote forcustomer inoffice or warmtransfer toBanker

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