Generated anew referralsource (3closed loans)Attended anevent thatFirstBankwas asponsor forAchieved aTier 1 listwithout anyblack boxesDiscussedFHA or downpaymentassistance ona callMade a “coldcall” to apotential newcustomerMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callInvited aseniorofficer ona callMetTPSgoalMet witha newrealtorDroppedoff a gift toacustomerWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerWent on a callwith someonefrom TreasuryManagementMetdepositgoalAchieved200 TPSpointsCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesClosed amortgage fora first-timehome buyerMetbusinesslendinggoalWrote athankyou noteMet witha newbuilderMetloangoalGenerated anew referralsource (3closed loans)Attended anevent thatFirstBankwas asponsor forAchieved aTier 1 listwithout anyblack boxesDiscussedFHA or downpaymentassistance ona callMade a “coldcall” to apotential newcustomerMet someoneat an eventand followedup with a callClosed a loanfrom a referralprovided byan ABM or BMAsked for areferral orintroductionfrom acustomer orreferral sourceMet someoneat an eventand followedup with a callInvited aseniorofficer ona callMetTPSgoalMet witha newrealtorDroppedoff a gift toacustomerWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingAttendedan eventwith acustomerWent on a callwith someonefrom TreasuryManagementMetdepositgoalAchieved200 TPSpointsCalled onsomeoneaboutmerchantservicesGave apresentation toa group aboutFirstBank’sproducts orservicesClosed amortgage fora first-timehome buyerMetbusinesslendinggoalWrote athankyou noteMet witha newbuilderMetloangoal

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