When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
In nCino, which designation in the default structure hierarchy captures the record of principal advance?
True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
True or False: A loan converts to a lead through the "Convert to nCino" button.
True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False? It is NOT important to have a corresponding customer request/permission before attempting to data load.
What is the proper way to enter in a weight value of 50 percent for Risk Grade?
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)
The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?
Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
In Custom Settings, what is the name of the System Property that when configured will impact how exposure is calculated in nCino?
TESTED 04 May 2024
