Generated anew referralsource (3closed loans)Asked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callAchieved200 TPSpointsAchieved aTier 1 listwithout anyblack boxesAttendedan eventwith acustomerMet witha newrealtorWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementWent on acall with anew referralsourceWrote athankyou noteMetdepositgoalClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forMet witha newbuilderClosed amortgage fora first-timehome buyerMet someoneat an eventand followedup with a callMetbusinesslendinggoalDiscussedFHA or downpaymentassistance ona callMetloangoalMet someoneat an eventand followedup with a callMetTPSgoalGenerated anew referralsource (3closed loans)Asked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerGave apresentation toa group aboutFirstBank’sproducts orservicesCalled onsomeoneaboutmerchantservicesMade a “coldcall” to apotential newcustomerInvited aseniorofficer ona callAchieved200 TPSpointsAchieved aTier 1 listwithout anyblack boxesAttendedan eventwith acustomerMet witha newrealtorWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementWent on acall with anew referralsourceWrote athankyou noteMetdepositgoalClosed a loanfrom a referralprovided byan ABM or BMAttended anevent thatFirstBankwas asponsor forMet witha newbuilderClosed amortgage fora first-timehome buyerMet someoneat an eventand followedup with a callMetbusinesslendinggoalDiscussedFHA or downpaymentassistance ona callMetloangoalMet someoneat an eventand followedup with a callMetTPSgoal

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