NEW QUESTION 12
Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

NEW QUESTION 13
True or False: Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.

NEW QUESTION 14
Which of the following ways can a Loan be created in nCino? (Select Two)

NEW QUESTION 15
True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved – but BEFORE the Loan has been closed/booked.

NEW QUESTION 16
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

NEW QUESTION 17
Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors?

NEW QUESTION 18
True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.

NEW QUESTION 19
How can you calculate a risk rating (Select 2)?

NEW QUESTION 20
Which of the following ways can a Loan be created in nCino (Select 2)

NEW QUESTION 21
When configuring the form template, which of the following items are nCino’s recommended best practices?

NEW QUESTION 22
What is the name of the junction object that typically ties Loans and Deposits to Relationships?

NEW QUESTION 23
When using reports to assist in a data load, which file type should that report be saved as?

NEW QUESTION 24
Which of the following are true about the LLC_BI__Fee__c object? (Choose 2)

NEW QUESTION 25
___________ is used to notate the reasons for denial of the Loan – and after approval, this record is stored on the Loan page for future reference.

NEW QUESTION 26
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)

NEW QUESTION 27
What is the proper way to enter in a weight value of 50 percent for Risk Grade?

NEW QUESTION 28
True or False? A Loan converts to a lead through the “Convert to nCino” button.

NEW QUESTION 29
True or False? You don’t need a field set in order to Build the Layout for a Screen Section.

NEW QUESTION 30
Where should an end user begin spreading from?

NEW QUESTION 31
True or False? You can add Fees from Product Package.

NEW QUESTION 32
When converting a lead, what is NOT created?

NEW QUESTION 33
True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.

NEW QUESTION 34
The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

NEW QUESTION 35
True of False? Individual Relationship records also have Contact records linked to them – and on the Contact record is where the customer’s CIP information is stored.