Any financial documents for your borrower should be saved in the __________.
A. Relationship Document Manager
B. Connections
C. Loan Document Manager
D. Overview
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
To use RLTV, financial institutions need to ensure they currently use which of the following features?
A. Both Enhanced Collateral Management and Total Exposure
B. Enhanced Collateral Management
C. Total Exposure
D. None ofthe above
What icon represents a Relationship record in nCino?
A. Money Bag
B. Small Green Man
C. Coin
D. Folder
What objects are standard supported for Document Manager?
A. Loan
B. Relationship
C. Deposits
D. Collateral
E. Treasury Services
F. Product Package
G. All of the Above
True or False: During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
A. True
B. False
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?
A. Relatives_To_Clone
B. Renewal_Fields_To_Clone
C. Relative_Fields_To_Clone
D. Renewal_Feature_Enabled
Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A. Credit Memo
B. Rate Structure
C. Product Package
D. Spreads
True or False: A loan converts to a lead through the "Convert to nCino" button.
A. True
B. False
When converting a lead, what is NOT created?
A. Loan
B. Memo
C. Individual Relationship
D. Business Relationship
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