What is the name of the junction object that typically ties Loans to Relationships and Deposits?
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
True or False? The Loan Exception file catches loan duplicates from coming into the system.
When configuring the form template, which of the following items are nCino's recommended best practices?
What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?
The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
True or False? You don't need a field set in order to Build the Layout for a Screen Section.