DiscussedFHA or downpaymentassistance ona callMet witha newrealtorWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesWent on a callwith someonefrom TreasuryManagementMade a “coldcall” to apotential newcustomerAchieved200 TPSpointsClosed amortgage fora first-timehome buyerMet witha newbuilderWent on a callwith someonefrom BusinessLendingWrote athankyou noteAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalInvited aseniorofficer ona callAchieved aTier 1 listwithout anyblack boxesMetTPSgoalMetloangoalGenerated anew referralsource (3closed loans)Asked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerMet someoneat an eventand followedup with a callMetbusinesslendinggoalDiscussedFHA or downpaymentassistance ona callMet witha newrealtorWent on acall with anew referralsourceCalled onsomeoneaboutmerchantservicesWent on a callwith someonefrom TreasuryManagementMade a “coldcall” to apotential newcustomerAchieved200 TPSpointsClosed amortgage fora first-timehome buyerMet witha newbuilderWent on a callwith someonefrom BusinessLendingWrote athankyou noteAttendedan eventwith acustomerAttended anevent thatFirstBankwas asponsor forGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMMetdepositgoalInvited aseniorofficer ona callAchieved aTier 1 listwithout anyblack boxesMetTPSgoalMetloangoalGenerated anew referralsource (3closed loans)Asked for areferral orintroductionfrom acustomer orreferral sourceDroppedoff a gift toacustomerMet someoneat an eventand followedup with a callMetbusinesslendinggoal

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