The Process Overview provides a visual representation of the number of Loans categorized by which of the following?
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
True of False? By default, the total exposure includes any proposed direct or indirect exposure.
True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.
True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.
You can use the Log a Call function on which of the following pages
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
When configuring Loan Team Member alerts, what workflow action is utilized?
When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "call-out" to that other object?
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)