Generated anew referralsource (3closed loans)Achieved aTier 1 listwithout anyblack boxesMetbusinesslendinggoalDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceMet witha newrealtorAttended anevent thatFirstBankwas asponsor forMetTPSgoalWrote athankyou noteAchieved200 TPSpointsMetloangoalDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerMet someoneat an eventand followedup with a callAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMMade a “coldcall” to apotential newcustomerGave apresentation toa group aboutFirstBank’sproducts orservicesMetdepositgoalAsked for areferral orintroductionfrom acustomer orreferral sourceWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callMet someoneat an eventand followedup with a callMet witha newbuilderGenerated anew referralsource (3closed loans)Achieved aTier 1 listwithout anyblack boxesMetbusinesslendinggoalDiscussedFHA or downpaymentassistance ona callWent on acall with anew referralsourceMet witha newrealtorAttended anevent thatFirstBankwas asponsor forMetTPSgoalWrote athankyou noteAchieved200 TPSpointsMetloangoalDroppedoff a gift toacustomerClosed amortgage fora first-timehome buyerMet someoneat an eventand followedup with a callAttendedan eventwith acustomerCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMMade a “coldcall” to apotential newcustomerGave apresentation toa group aboutFirstBank’sproducts orservicesMetdepositgoalAsked for areferral orintroductionfrom acustomer orreferral sourceWent on a callwith someonefrom BusinessLendingWent on a callwith someonefrom TreasuryManagementInvited aseniorofficer ona callMet someoneat an eventand followedup with a callMet witha newbuilder

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