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

A.

Loan Status

B.

Loan Stage

C.

Loan Amount

D.

Loan Product

When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?

A.

Loan Alerts

B.

Team Alerts

C.

Team Member Alerts

D.

Notification Alert

True of False? By default, the total exposure includes any proposed direct or indirect exposure.

A.

True

B.

False

True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.

A.

True

B.

False

True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.

A.

True

B.

False

You can use the Log a Call function on which of the following pages

A.

Contact

B.

Lead

C.

Loan

D.

Relationship

E.

All of the above

Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?

A.

The number of days specified by the user

B.

The Covenant type

C.

The frequency

D.

The status

When configuring Loan Team Member alerts, what workflow action is utilized?

A.

Outbound message

B.

Email alert

C.

Field update

D.

Create task

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?

A.

{{"API_Name"}}

B.

{{FIELD="API_Name"}}

C.

{{LIST="Field_API_Name"}}

D.

{{LIST="Object_API_Name"}}

From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)

A.

Sub Limit

B.

Current Takedown

C.

Main

D.

Limit