201-Commercial-Banking-Functional Salesforce nCino 201 Commercial Banking Functional Exam Questions and Answers

Any financial documents for your borrower should be saved in the __________.

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

True or False? A Loan converts to a lead through the "Convert to nCino" button.

Which SOQL Query would return all Loan ID's?

Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

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.

True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

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

True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

nCino Forms Generation can be deployed on which of the following objects?

An Advance Rate override will impact which record?

True or False: Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.

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

When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?

ncDataGrid can access field sets from what Objects?

Which nCino feature is required to be utilized when setting up multi-tiered loan structure?

What icon represents a Relationship record in nCino?

True or False? You can access your dashboards using the Salesforce1 mobile app.

True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.

True of False? Risk rating can include both qualitative and quantitative values.