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