(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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Five referrals in one day
Meet with MLO to discuss Mortgage Appt process
MLO- sign off
Submit an Auto Loan Application
Notarize a document
Enroll Customer in Text Alerts
10 minimum calls on a district/office call day
Submit an Unsecured Loan Application
Send a Mortgage Referral
Set a Business Appointment in MAX
Complete CuRE Certification
Complete a Wire Transfer
Utilize Instant Expert to quote a loan rate
Meet with HFA to discuss Investment Appt process
HFA - sign off
Lead a huddle
Submit a HITS case
Send a PCL referral
Set a Mortgage Appointment
Complete ALL Q2 Pathways Training
Show BM ability to navigate EDR & CheckVision
Get Insurance quote for customer in office or warm transfer to Banker
