Closed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementMetTPSgoalAchieved aTier 1 listwithout anyblack boxesMetbusinesslendinggoalMetloangoalMetdepositgoalAttended anevent thatFirstBankwas asponsor forWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callMet witha newbuilderMet someoneat an eventand followedup with a callGenerated anew referralsource (3closed loans)Wrote athankyou noteMet someoneat an eventand followedup with a callCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMet witha newrealtorDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerAchieved200 TPSpointsInvited aseniorofficer ona callWent on a callwith someonefrom BusinessLendingMade a “coldcall” to apotential newcustomerClosed a loanfrom a referralprovided byan ABM or BMWent on a callwith someonefrom TreasuryManagementMetTPSgoalAchieved aTier 1 listwithout anyblack boxesMetbusinesslendinggoalMetloangoalMetdepositgoalAttended anevent thatFirstBankwas asponsor forWent on acall with anew referralsourceDiscussedFHA or downpaymentassistance ona callMet witha newbuilderMet someoneat an eventand followedup with a callGenerated anew referralsource (3closed loans)Wrote athankyou noteMet someoneat an eventand followedup with a callCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesMet witha newrealtorDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerAchieved200 TPSpointsInvited aseniorofficer ona callWent on a callwith someonefrom BusinessLendingMade a “coldcall” to apotential newcustomer

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