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SalesforcenCino 201 Commercial Banking Functional Exam
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When configuring nCino feature from a knowledge base article and a necessary field is not available on the page layout what is the best FIRST step to take to locate the field?
True or False? On a Change Memo, you have to manually go back into the Loan record to update any new changes to fields like terms, rate, amount, etc.
True or False: New Covenant Management records are created when the "Next Evaluation Date" is met.
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
True or False? The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
You can use the Log a Call function on which of the following pages
Collateral Management records must have what child record?
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
What objects are standard supported for Document Manager?
When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?