Show BMability tonavigateEDR &CheckVisionSend aMortgageReferralMeet with HFAto discussInvestmentAppt processHFA - sign offSubmita HITScaseSubmit anUnsecuredLoanApplicationSubmit anAuto LoanApplicationCompleteALL Q2PathwaysTrainingUtilizeInstantExpert toquote a loanrateComplete2 FHQsCompleteCuRECertificationSit in DDAOpeningwithBankerGet Insurancequote forcustomer inoffice or warmtransfer toBankerSet aMortgageAppointmentLead ahuddleSubmit aCreditCardApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offSet aBusinessAppointmentin MAXEnrollCustomerin TextAlertsSend aPCLreferralCompletea WireTransferSet anInvestmentAppointment10 minimumcalls on adistrict/officecall dayNotarizeadocumentFivereferralsin one dayShow BMability tonavigateEDR &CheckVisionSend aMortgageReferralMeet with HFAto discussInvestmentAppt processHFA - sign offSubmita HITScaseSubmit anUnsecuredLoanApplicationSubmit anAuto LoanApplicationCompleteALL Q2PathwaysTrainingUtilizeInstantExpert toquote a loanrateComplete2 FHQsCompleteCuRECertificationSit in DDAOpeningwithBankerGet Insurancequote forcustomer inoffice or warmtransfer toBankerSet aMortgageAppointmentLead ahuddleSubmit aCreditCardApplicationMeet with MLOto discussMortgage ApptprocessMLO- sign offSet aBusinessAppointmentin MAXEnrollCustomerin TextAlertsSend aPCLreferralCompletea WireTransferSet anInvestmentAppointment10 minimumcalls on adistrict/officecall dayNotarizeadocumentFivereferralsin one day

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