Set anInvestmentAppointment10 minimumcalls on adistrict/officecall daySend aPCLreferralCompleteALL Q2PathwaysTrainingSit in DDAOpeningwithBankerSubmita HITScaseEnrollCustomerin TextAlertsSubmit anAuto LoanApplicationComplete2 FHQsNotarizeadocumentCompleteCuRECertificationSet aBusinessAppointmentin MAXMeet with MLOto discussMortgage ApptprocessMLO- sign offSubmit anUnsecuredLoanApplicationSet aMortgageAppointmentSend aMortgageReferralUtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationGet Insurancequote forcustomer inoffice or warmtransfer toBankerFivereferralsin one dayMeet with HFAto discussInvestmentAppt processHFA - sign offLead ahuddleShow BMability tonavigateEDR &CheckVisionCompletea WireTransferSet anInvestmentAppointment10 minimumcalls on adistrict/officecall daySend aPCLreferralCompleteALL Q2PathwaysTrainingSit in DDAOpeningwithBankerSubmita HITScaseEnrollCustomerin TextAlertsSubmit anAuto LoanApplicationComplete2 FHQsNotarizeadocumentCompleteCuRECertificationSet aBusinessAppointmentin MAXMeet with MLOto discussMortgage ApptprocessMLO- sign offSubmit anUnsecuredLoanApplicationSet aMortgageAppointmentSend aMortgageReferralUtilizeInstantExpert toquote a loanrateSubmit aCreditCardApplicationGet Insurancequote forcustomer inoffice or warmtransfer toBankerFivereferralsin one dayMeet with HFAto discussInvestmentAppt processHFA - sign offLead ahuddleShow BMability tonavigateEDR &CheckVisionCompletea WireTransfer

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