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.

1. 10 minimum calls on a district/office call day
2. Meet with HFA to discuss Investment Appt process HFA - sign off
3. Sit in DDA Opening with Banker
4. Submit a Credit Card Application
5. Submit a HITS case
6. Get Insurance quote for customer in office or warm transfer to Banker
7. Five referrals in one day
8. Meet with MLO to discuss Mortgage Appt process MLO- sign off
9. Complete ALL Q2 Pathways Training
10. Utilize Instant Expert to quote a loan rate
11. Set an Investment Appointment
12. Send a PCL referral
13. Complete CuRE Certification
14. Complete a Wire Transfer
15. Show BM ability to navigate EDR & CheckVision
16. Submit an Auto Loan Application
17. Set a Mortgage Appointment
18. Set a Business Appointment in MAX
19. Enroll Customer in Text Alerts
20. Complete 2 FHQs
21. Send a Mortgage Referral
22. Lead a huddle
23. Notarize a document
24. Submit an Unsecured Loan Application