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Which one of the following is NOT a tab available on your Homepage toolbar?

A.

Loans

B.

Summary

C.

Overview

D.

Reports

Which items must be created in order to configure a team key? (Select Two)

A.

Role

B.

Email alert

C.

Email template

D.

Loan field

E.

Role

F.

Email template

What needs to be configured in order to have access to the 'Edit Field set' button in the UI.

A.

Create a fieldset on whatever object the UI is on

B.

Custom Settings > System Properties. Change a value to true

C.

None of these options are correct

D.

Create Remote Site Settings for your current salesforce instance

True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.

A.

True

B.

False

Connections is used to join what 2 type of records.

A.

Relationships with other Relationships

B.

Reports to Dashboards

C.

Relationships to Loans

D.

Loans with other Loans

True or False? List views should be created for each Stage on the Loan Object.

A.

True

B.

False

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

A.

Converting a Lead to a Loan

B.

New Loan Product button from Relationship

C.

Adding from Entity Involvement Related List

D.

Collateral Management Manage Collateral Button

Which fields must be filled out when converting a Lead to a Loan?

A.

Product Information

B.

Customer Contact Information

C.

Related Entities

D.

Relationship and Loan Lookups

The Financial Indicator Value is determined by:

A.

The value specified by the user

B.

The Covenant Type

C.

The Loan Covenant

D.

The Covenant Compliance

When are notifications sent out after a loan is approved or rejected?

A.

Weekly

B.

Daily

C.

Monthly

D.

Automatically