Went on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingWrote athankyou noteClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementMetloangoalMetdepositgoalCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMMet witha newrealtorMetTPSgoalMet witha newbuilderMet someoneat an eventand followedup with a callAttended anevent thatFirstBankwas asponsor forInvited aseniorofficer ona callAchieved200 TPSpointsDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesMade a “coldcall” to apotential newcustomerMetbusinesslendinggoalGave apresentation toa group aboutFirstBank’sproducts orservicesWent on acall with anew referralsourceWent on a callwith someonefrom BusinessLendingWrote athankyou noteClosed amortgage fora first-timehome buyerAsked for areferral orintroductionfrom acustomer orreferral sourceAttendedan eventwith acustomerDroppedoff a gift toacustomerGenerated anew referralsource (3closed loans)Went on a callwith someonefrom TreasuryManagementMetloangoalMetdepositgoalCalled onsomeoneaboutmerchantservicesClosed a loanfrom a referralprovided byan ABM or BMMet witha newrealtorMetTPSgoalMet witha newbuilderMet someoneat an eventand followedup with a callAttended anevent thatFirstBankwas asponsor forInvited aseniorofficer ona callAchieved200 TPSpointsDiscussedFHA or downpaymentassistance ona callMet someoneat an eventand followedup with a callAchieved aTier 1 listwithout anyblack boxesMade a “coldcall” to apotential newcustomerMetbusinesslendinggoalGave apresentation toa group aboutFirstBank’sproducts orservices

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