To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
Covenants are automatically marked active when:
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
The Financial Indicator Value is determined by:
True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False: When Creating a New Route you should always click the New Button.
Which of the following functions are available with the Schedule an Event feature?
Where can a User find "Recent Items"?
The Product Catalog is configured on the back end by using what tool?
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
In the nCino UI, bold contents contained within a field denotes data:
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
True or False? A Loan that is processed through nCino will typically go through multiple approval processes.
True or False? An approval process can fire email alerts to groups of users.
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
What is the name of the junction object that typically ties Loans to Relationships and Deposits?
True or False: List views should be created for each Stage on the Loan Object.
True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
Which of the following ways can a Loan be created in nCino (Select 2)
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
True or False: An approval process can fire email alerts to a group of users.
When configuring the form template, which of the following items are nCino's recommended best practices?
True or False? Collateral Management records should be created for each loan they are associated with.
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