Submit aCreditCardApplicationNotarizeadocumentComplete2 FHQsCompletea WireTransferSubmita HITScaseSet aMortgageAppointment10 minimumcalls on adistrict/officecall dayShow BMability tonavigateEDR &CheckVisionUtilizeInstantExpert toquote a loanrateMeet with HFAto discussInvestmentAppt processHFA - sign offFivereferralsin one dayGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anUnsecuredLoanApplicationCompleteCuRECertificationSet anInvestmentAppointmentSend aPCLreferralSend aMortgageReferralCompleteALL Q2PathwaysTrainingEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXSit in DDAOpeningwithBankerLead ahuddleSubmit anAuto LoanApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offSubmit aCreditCardApplicationNotarizeadocumentComplete2 FHQsCompletea WireTransferSubmita HITScaseSet aMortgageAppointment10 minimumcalls on adistrict/officecall dayShow BMability tonavigateEDR &CheckVisionUtilizeInstantExpert toquote a loanrateMeet with HFAto discussInvestmentAppt processHFA - sign offFivereferralsin one dayGet Insurancequote forcustomer inoffice or warmtransfer toBankerSubmit anUnsecuredLoanApplicationCompleteCuRECertificationSet anInvestmentAppointmentSend aPCLreferralSend aMortgageReferralCompleteALL Q2PathwaysTrainingEnrollCustomerin TextAlertsSet aBusinessAppointmentin MAXSit in DDAOpeningwithBankerLead ahuddleSubmit anAuto LoanApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign off

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