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True || or || False? || Spelling || and || punctuation || should || match || exactly || when || configuring || back || end || product || catalog || and || front || end || product || catalog. || True False || - || ✔✔True What || is || the || Hierarchy || of || the || Product || Catalog? || Product || Line || - || Product || Type || - || Product Product || Line || - || Product || - || Product || Type Product || - || Product || Line || - || Product || Type Product || Actual || - || Product || Type || - || Product || Line || - || ✔✔Product || Line || - || Product || Type || - || Product The || Product || Catalog || is || configured || on || the || back || end || by || using || what || tool? || Copy || Loan || Plus || Tool DM || Admin || Tool Standard || Cloner || Tool Document || Manager || Tab || - || ✔✔DM || Admin || Tool What || determines || the || available || choices || of || Product || Line, || Product || Type, || and || Product || picklists? || Field || Level || Security
Field || Dependencies Clickback || protection Workflow || + || Field || update || - || ✔✔Field || Dependencies True || or || False? || A || Loan || converts || to || a || lead || through || the || "Convert || to || nCino" || button. || True False || - || ✔✔False Which || of || the || following || ways || can || a || Loan || be || created || in || nCino? || (Select || Two) || Converting || a || Lead || to || a || Loan New || Loan || Product || button || from || Relationship Adding || from || Entity || Involvement || Related || List Collateral || Management || Manage || Collateral || Button || - || ✔✔New || Loan || Product || button || from || Relationship Collateral || Management || Manage || Collateral || Button When || converting || a || lead, || what || is || NOT || created? || Loan Memo Individual || Relationship Business || Relationship || - || ✔✔Memo What || is || the || name || of || the || junction || object || that || typically || ties || Loans || to || Relationships || and || Deposits? ||
The || Source || Object || the || UI || is || on A || related || Object || to || the || Object || the || UI || is || on A || related || - || related || Object || to || the || Object || the || UI || is || on a || visualforce || page || - || ✔✔The || Source || Object || the || UI || is || on When || setting || a || Route || to || look || at || a || VisualForce || Page || what || field || holds || the || API || name || of || the || VisualForce || Page? || Route || Name App || Name Screen || Name Body || - || ✔✔Body The || 'Loan || Details' || Main || Navigation || has || Sub || Navigation || called || Questionnaire || that || should || be || the || first || Route || that || is || seen || when || clicking || the || 'Loan || Details'. || Where || is || the || 'Default || Context' || checkbox || checked || to || make || the || Questionnaire || show || up || first? || Route Route || Group Group Screen || Section || - || ✔✔Route || Group True || or || False? || An || approval || process || can || fire || email || alerts || to || groups || of || users. || True False || - || ✔✔True
True || or || False? || A || Loan || that || is || processed || through || nCino || will || typically || go || through || multiple || approval || processes. || True False || - || ✔✔True What || is || configured || that || determines || the || approval || process || a || record || will || go || through? || Original || Step Entry || Criteria Beginning || Process Final || approval || action || - || ✔✔Entry || Criteria What || field || on || the || Loan || controls || Total || Reviewable || Loan || Facilities? || (Pick || one) || In || Review Is || Ready || Review Loan || Number None || of || the || above || - || ✔✔Is || Ready || Review Can || you || add || Fees || from || Product || Package? || Yes No || - || ✔✔No
True || or || False? || The || Process || Overview || enables || nCino || users || to || have || a || comprehensive || view || of || all || Relationships || in || the || system. || True False || - || ✔✔False The || Process || Overview || provides || a || visual || representation || of || the || number || of || Loans || categorized || by || which || of || the || following? || Loan || Status Loan || Stage Loan || Amount Loan || Product || - || ✔✔Loan || Stage Nodes || in || the || Overview || Tab || can || be || directed || to || which || of || the || following? || A || specific || List || View || or || a || specific || Dashboard A || specific || List || View || or || a || specific || Report The || Loan || Object || or || the || the || Report || Object The || Loan || Object || or || the || Dashboard || Object || - || ✔✔A || specific || List || View || or || a || specific || Report True || or || False? || List || views || should || be || created || for || each || Stage || on || the || Loan || Object. || True False || - || ✔✔True Where || are || the || graphics || for || the || nodes || used || on || the || Overview || tab || (Process || View || Images) || housed? ||
Static || Resources Desktop || Administration Installed || Packages Custom || Labels Apps || - || ✔✔Static || Resources How || Does || nCino || use || Risk || Rating? || (Choose || 2 || answers) || Customize || Rating || Worksheets Allows || use || of || an || Approval || Process || to || manage || requests Automatically || updates || all || Rating || Worksheets || - || ✔✔Customize || Rating || Worksheets Allows || use || of || an || Approval || Process || to || manage || requests True || or || False? || The || packaged || Setup || of || nCino || UI || will || have || Risk || Rating || already || configured. || True False || - || ✔✔True True || or || False? || You || don't || need || a || field || set || in || order || to || Build || the || Layout || for || a || Screen || Section. || True False || - || ✔✔False True || or || False? || When || Creating || a || New || Route || you || should || always || click || the || New || Button. ||
Requires || the || user || to || manually || sum || and || count || the || fee || amounts || on || a || loan Is || deleted || if || all || the || fees || on || a || loan || are || deleted Can || be || customized || to || automatically || sum || any || custom || field Cannot || be || customized, || but || does || automatically || group || and || sum || the || basic || Fee || amount || fields || - || ✔✔Cannot || be || customized, || but || does || automatically || group || and || sum || the || basic || Fee || amount || fields True || or || False? || The || nCino || Fees || Feature || can || automatically || calculate || a || fee || as || a || fixed || amount || or || a || percentage || of || some || other || amount. || True False || - || ✔✔False A || "Standard || Fee" || is || defined || as: || (Choose || 3) || A || fee || that || can || be || queued || up || automatically || to || be || added || to || a || specific || loan || product A || fee || that || can || be || queued || up || automatically || to || be || added || when || a || loan || hits || a || specific || stage Any || fee || that || a || Financial || Institution || might || add || to || a || loan A || fee || that || can || be || queued || up || automatically || with || a || preset || amount A || fee || that || exists || as || an || option || in || the || "Fee || Type" || Picklist || on || the || Fee || Object || - || ✔✔A || fee || that || can || be || queued || up || automatically || to || be || added || to || a || specific || loan || product A || fee || that || can || be || queued || up || automatically || to || be || added || when || a || loan || hits || a || specific || stage A || fee || that || can || be || queued || up || automatically || with || a || preset || amount What || tab || should || be || navigated || to || for || Docman || Configuration? || nCino || Administration
DM || Administration Docman || Configuration || Tool || Suite Home Reports || - || ✔✔nCino || Administration What || field || on || relationship || is || recommended || to || be || used || when || starting || Relationship || Docman || Smart || Checklists? || Type Name Industry LookupKey || - || ✔✔Type What || data || points || related || to || Collateral || MGMT || is || recommended || to || be || used || when || starting || Collateral || Docman || Smart || Checklists? || Collateral || Type-> || Type/Subtype Loan || to || Value Collateral || Pledge Address Collateral || History || - || ✔✔Collateral || Type-> || Type/Subtype What || Collateral || MGMT || Placeholders || are || generated || in || Loan || Docman || when || Collateral || is || pledged? || Those || flagged || with || "Import || Me" || checkbox All || Placeholders 5 || Oldest || Placeholders
Notification || Alert || - || ✔✔Team || Alerts When || configuring || Loan || Team || Member || alerts, || what || workflow || action || is || utilized? || Outbound || message Email || alert Field || update Create || task || - || ✔✔Field || update True || or || False? || The || roles || used || in || loan || team || member || alerts || configuration || are || the || standard || Salesforce || roles. || True False || - || ✔✔False Where || can || the || Interest || Accrual || Method || be || changed? || Product || Line Manage || Rates || Tab Product || Type Index || - || ✔✔Product || Line To || access || the || Default || Rate || Indices || one || would || navigate || via || Setup>Develop>Custom || Settings>Manage || records || next || to || Index True || False || - || ✔✔False
Which || Selection || is || NOT || a || Modification || Frequency || Value || that || can || be || set || per || index? Adjusted || Yearly Adjusted || as || needed Adjusted || Daily Adjusted || Hourly || - || ✔✔Adjusted || Hourly Which || loan || field || is || Not || required || to || be || filled || out || to || initially || create || a || Rate || and || Payment || Stream? Loan || Amount First || Payment || Date Amortized || Terms || (Months) Index Loan || Term || (Months) || - || ✔✔Index True || or || False? || Once || the || entire || Loan || term || is || defined, || the || payment || structure || data || from || the || first || payment || stream || is || pushed || back || to || the || loan || object || and || saved. || This || overwrites || existing || data || on || the || loan || object. True False || - || ✔✔True Which || nCino || feature || is || required || to || be || utilized || when || setting || up || multi-tiered || loan || structure? Credit || Memo Rate || Structure
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? || Credit || Memo Sharing Manage || Customer || Portal New || Limit/Sub/Takedown || - || ✔✔New || Limit/Sub/Takedown 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? Relatives_To_Clone Renewal_Fields_To_Clone Relative_Fields_To_Clone Renewal_Feature_Enabled || - || ✔✔Relatives_To_Clone When || renewing/modifying || a || loan, || an || appendage || is || added || to || the || loan || number. || This || is || configured || where? nCino || Administration Custom || Settings CFG_ConfigKeys CFG_ConfigValues || - || ✔✔CFG_ConfigValues A || loan || with || loan || number || 12345 || is || renewed. || This || creates || a || new || Loan || record || with || Loan || number || 12345R-1. || When || Loan || 12345R-1 || books || the || stage || is || updated || to || the || 'booked' || stage. ||
What || happens || to || the || original || loan's || loan || number || when || the || 12345R-1 || books? R-2 || is || appended || to || the || original || loan's || loan || number _ORG || is || appended || to || the || original || loan's || loan || number All || appendages || are || removed || from || the || original || loan's || loan || number The || original || loan || is || deleted NEXT || QUESTION || - || ✔✔_ORG || is || appended || to || the || original || loan's || loan || number A || loan || with || loan || number || 12345 || is || renewed. || This || creates || a || new || Loan || record || with || Loan || number || 12345R-1. || When || Loan || 12345R-1 || books || the || stage || is || updated || to || the || 'booked' || stage. || What || happens || to || the || 12345R-1 || loan's || loan || number || when || the || 12345R-1 || loan || books? The || loan || is || deleted Loan || 12345R-1 || updates || to || 12345R- The || R-1 || appendage || on || loan || 12345R-1 || is || removed The || loan || number || for || loan || 12345R-1 || is || updated || to || 12345_ORG || - || ✔✔The || R-1 || appendage || on || loan || 12345R-1 || is || removed True || or || False? || When || curating || data || in || an || excel || sheet, || Leading || zeros || are || sometimes || hidden. True False || - || ✔✔True True || or || False? || It || is || NOT || important || to || have || a || corresponding || customer || request/permission || before || attempting || to || data || load. ||
When || creating || new || screen || sections || for || a || credit || memo, || which || field || determines || the || order || in || which || screen || sections || appear? || Render || Order Widget || Order Display || Order Section || Order || - || ✔✔Display || Order When || configuring || Credit || Memo, || which || section || resource || should || be || used || to || display || information || from || a || child || object || to || the || Loan? || SObjectScreenResource ConfiguredSObjectScreenResource MappedSObjectHierarchyScreenResource MappedSObjectScreenResource || - || ✔✔MappedSObjectHierarchyScreenResource Where || should || an || end || user || begin || spreading || from? || Loan Relationship Primary || Contact Credit || Memo || Summary || Page || - || ✔✔Loan
When || using || Spreads, || what || is || the || most || likely || reason || an || end || user || is || unable || to || select || the || Show || operations || checkbox? || Spreads || was || configured || incorrectly Missing || Underwriting || Permission || Set Field || level || security || is || too || high They || are || not || an || administrator || - || ✔✔Missing || Underwriting || Permission || Set After || you || begin || Spreading, || what || is || the || first || step || a || user || must || complete || before || adding || income || statements? || Export || the || bundle Set || Fiscal || Year || End Check || the || Common || Sizing || box Select || number || of || months || in || a || period || - || ✔✔Set || Fiscal || Year || End Which || child || object || of || a || Covenant || Management || record || can || have || multiple || records? || (Select || 2). || Covenant || Type Covenant || Compliance Account || Covenant Loan || Covenant || - || ✔✔Covenant || Compliance Loan || Covenant True || or || False? || New || Covenant || Management || records || are || created || when || the || "Next || Evaluation || Date" || is || met. ||