Closed a loanfrom a referralprovided byan ABM or BMMetloangoalAttended anevent thatFirstBankwas asponsor forMet witha newbuilderGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWrote athankyou noteMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callMetdepositgoalMade a “coldcall” to apotential newcustomerWent on acall with anew referralsourceAchieved200 TPSpointsClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMetTPSgoalCalled onsomeoneaboutmerchantservicesMetbusinesslendinggoalDroppedoff a gift toacustomerWent on a callwith someonefrom BusinessLendingInvited aseniorofficer ona callAchieved aTier 1 listwithout anyblack boxesClosed a loanfrom a referralprovided byan ABM or BMMetloangoalAttended anevent thatFirstBankwas asponsor forMet witha newbuilderGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementAsked for areferral orintroductionfrom acustomer orreferral sourceDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callWrote athankyou noteMet witha newrealtorGave apresentation toa group aboutFirstBank’sproducts orservicesMet someoneat an eventand followedup with a callMetdepositgoalMade a “coldcall” to apotential newcustomerWent on acall with anew referralsourceAchieved200 TPSpointsClosed amortgage fora first-timehome buyerAttendedan eventwith acustomerMetTPSgoalCalled onsomeoneaboutmerchantservicesMetbusinesslendinggoalDroppedoff a gift toacustomerWent on a callwith someonefrom BusinessLendingInvited aseniorofficer ona callAchieved aTier 1 listwithout anyblack boxes

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