Closed a loanfrom a referralprovided byan ABM or BMMetTPSgoalMet witha newrealtorMetloangoalAttendedan eventwith acustomerAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesWent on a callwith someonefrom BusinessLendingGenerated anew referralsource (3closed loans)Went on acall with anew referralsourceMet someoneat an eventand followedup with a callMet witha newbuilderWent on a callwith someonefrom TreasuryManagementAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callDiscussedFHA or downpaymentassistance ona callGave apresentation toa group aboutFirstBank’sproducts orservicesMetbusinesslendinggoalClosed amortgage fora first-timehome buyerMetdepositgoalAchieved200 TPSpointsDroppedoff a gift toacustomerClosed a loanfrom a referralprovided byan ABM or BMMetTPSgoalMet witha newrealtorMetloangoalAttendedan eventwith acustomerAsked for areferral orintroductionfrom acustomer orreferral sourceWrote athankyou noteCalled onsomeoneaboutmerchantservicesMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesWent on a callwith someonefrom BusinessLendingGenerated anew referralsource (3closed loans)Went on acall with anew referralsourceMet someoneat an eventand followedup with a callMet witha newbuilderWent on a callwith someonefrom TreasuryManagementAttended anevent thatFirstBankwas asponsor forMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callDiscussedFHA or downpaymentassistance ona callGave apresentation toa group aboutFirstBank’sproducts orservicesMetbusinesslendinggoalClosed amortgage fora first-timehome buyerMetdepositgoalAchieved200 TPSpointsDroppedoff a gift toacustomer

LITT Customer Development 2017 - 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. Closed a loan from a referral provided by an ABM or BM
  2. Met TPS goal
  3. Met with a new realtor
  4. Met loan goal
  5. Attended an event with a customer
  6. Asked for a referral or introduction from a customer or referral source
  7. Wrote a thank you note
  8. Called on someone about merchant services
  9. Met someone at an event and followed up with a call
  10. Achieved a Tier 1 list without any black boxes
  11. Went on a call with someone from Business Lending
  12. Generated a new referral source (3 closed loans)
  13. Went on a call with a new referral source
  14. Met someone at an event and followed up with a call
  15. Met with a new builder
  16. Went on a call with someone from Treasury Management
  17. Attended an event that FirstBank was a sponsor for
  18. Made a “cold call” to a potential new customer
  19. Invited a senior officer on a call
  20. Discussed FHA or down payment assistance on a call
  21. Gave a presentation to a group about FirstBank’s products or services
  22. Met business lending goal
  23. Closed a mortgage for a first-time home buyer
  24. Met deposit goal
  25. Achieved 200 TPS points
  26. Dropped off a gift to a customer