True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
A. True
B. False
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
A. Type
B. Name
C. Industry
D. LookupKey
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
A. True
B. False
Which Selection is NOT a Modification Frequency Value that can be set per index?
A. Adjusted Yearly
B. Adjusted as needed
C. Adjusted Daily
D. Adjusted Hourly
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the original loan's loan number when the 12345R-1 books?
A. R-2 is appended to the original loan's loan number
B. _ORG is appended to the original loan's loan number
C. All appendages are removed from the original loan's loan number
D. The original loan is deleted
When creating new screen sections for a credit memo, which field determines the order in which screen sections appear?
A. Render Order
B. Widget Order
C. Display Order
D. Section Order
For a user to generate a record below the Main on the loan record in nCino, which button are you required to add to the page layout?
A. Credit Memo
B. Sharing
C. Manage Customer Portal
D. New Limit/Sub/Takedown
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
True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.
A. True
B. False
True or False: Collateral Type is optional.
A. True
B. False
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