“But myagentsaid…...”Identified aprocessimprovementideaOver 10creditinquiriesComplete3 ICCcalls“21 days toclose? Iknow a bankthat can do19”“I have 3separategifts”JointWelcomeCallCompletedPusheda loanto 43FloodInsuranceRequired“What is myrelocationcompanypaying for?”Receiveda 10CSATSurvey“I’m goingto wait forrates toget better”Loan in 40over 14 daysbefore SCDChangedjobs aftergoing intocontractReceiveda 10RSATSurveyLoan notclosinguntil 2024(Rate matchcompleted)“Can we geteven lower?”Got DocsOut 3+days priorto SCD“Can I geta lowerrate?”LTV70%RepairsRequired“Can I buya new carnow?”AppraisalOVERvalueSubmitROVVA Loan –under 10clientconditions“If we don’tclose, I’mmoving myassetselsewhere”“Can wewaive theappraisal?”Workeda loanwith PIW“But myagentsaid…...”Identified aprocessimprovementideaOver 10creditinquiriesComplete3 ICCcalls“21 days toclose? Iknow a bankthat can do19”“I have 3separategifts”JointWelcomeCallCompletedPusheda loanto 43FloodInsuranceRequired“What is myrelocationcompanypaying for?”Receiveda 10CSATSurvey“I’m goingto wait forrates toget better”Loan in 40over 14 daysbefore SCDChangedjobs aftergoing intocontractReceiveda 10RSATSurveyLoan notclosinguntil 2024(Rate matchcompleted)“Can we geteven lower?”Got DocsOut 3+days priorto SCD“Can I geta lowerrate?”LTV70%RepairsRequired“Can I buya new carnow?”AppraisalOVERvalueSubmitROVVA Loan –under 10clientconditions“If we don’tclose, I’mmoving myassetselsewhere”“Can wewaive theappraisal?”Workeda loanwith PIW

Employee Appreciation Week - 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. “But my agent said…...”
  2. Identified a process improvement idea
  3. Over 10 credit inquiries
  4. Complete 3 ICC calls
  5. “21 days to close? I know a bank that can do 19”
  6. “I have 3 separate gifts”
  7. Joint Welcome Call Completed
  8. Pushed a loan to 43
  9. Flood Insurance Required
  10. “What is my relocation company paying for?”
  11. Received a 10 CSAT Survey
  12. “I’m going to wait for rates to get better”
  13. Loan in 40 over 14 days before SCD
  14. Changed jobs after going into contract
  15. Received a 10 RSAT Survey
  16. Loan not closing until 2024
  17. (Rate match completed) “Can we get even lower?”
  18. Got Docs Out 3+ days prior to SCD
  19. “Can I get a lower rate?”
  20. LTV 70%
  21. Repairs Required
  22. “Can I buy a new car now?”
  23. Appraisal OVER value
  24. Submit ROV
  25. VA Loan – under 10 client conditions
  26. “If we don’t close, I’m moving my assets elsewhere”
  27. “Can we waive the appraisal?”
  28. Worked a loan with PIW