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When configuring the form template, which of the following items are nCino's recommended best practices?
A. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
B. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
C. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected
After you begin Spreading, what is the first step a user must complete before adding income statements?
A. Export the bundle
B. Set Fiscal Year End
C. Check the Common Sizing box
D. Select number of months in a period
How do I Modify/Renew a Loan from Product Package?
A. Credit Actions button
B. Navigate to loan and then modify/renew
C. Manage Loan button
D. Bulk Actions button
True or False: The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?
A. Loan Amount
B. First Payment Date
C. Amortized Terms (Months)
E. Loan Term (Months)
True or False? You can add Fees from Product Package.
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?
A. Click edit page layout and search for the missing field
B. Create the field
C. Check with the knowledge team to make sure the article is up to date
D. Chatter your team lead
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
E. All of the above
Collateral Management records must have what child record?
A. Collateral Pledged
C. Collateral Ownership
D. All of the Above
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
A. Those flagged with "Import Me" checkbox
B. All Placeholders
C. 5 Oldest Placeholders
D. Only Approved Documents
E. Those marked as in file
What objects are standard supported for Document Manager?
E. -Treasury Services
F. -Product Package
When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?
A. Spreads was configured incorrectly
B. Missing Underwriting Permission Set
C. Field level security is too high
D. They are not an administrator
When using nCino Forms Generation, where are the templates stored so that a user can access to edit?
A. Forms Manager
B. Templates can't be edited once saved
C. nCino Administration
D. Forms Templates
True or False? Fields can be made Editable in the Pending Facilities section in Product Package.
Which items must be created in order to configure a team key? (Select Two)
B. Email alert
C. Email template
D. Loan field
F. Email template
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
C. Manage Customer Portal
D. New Limit/Sub/Takedown
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