The nCino solution is compatible with Salesforce Lightning user experience.
A. True
B. False
True or False: You can access your dashboards using the Salesforce1 mobile app.
A. False
B. True
What method of organization should be used to create the Loan Document Manager Smart Checklists?
A. Start with least common documents with broad criteria, work your way down to smaller groups
B. Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
C. Start with random documents, no one way is easier
D. Use Loan Amount and Product Line only
Where can the Interest Accrual Method be changed?
A. Product Line
B. Manage Rates Tab
C. Product Type
D. Index
True or False: When Creating a New Route you should always click the New Button.
A. True
B. False
Which of the following ways can a Loan be created in nCino (Select 2)
A. Converting a Lead to a Loan
B. Adding from Entity involvement related list
C. New Loan Product button from Relationship
D. New Loan Product button from Relationship
True of False: Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.
A. True
B. False
True of False: In order to override a risk grade computed value, you must add comments in order for it to be saved.
A. True
B. False
How Does nCino use Risk Rating? (Choose 2 answers)
A. Customize Rating Worksheets
B. Allows use of an Approval Process to manage requests
C. Automatically updates all Rating Worksheets
D. Customize Rating Worksheets
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"}}
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