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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? Collateral Management Entity Management Connections Plus Entity Involvement - Entity Envolvement Which fields must be filled out when converting a Lead to a Loan? Product Information Customer Contact Information Related Entities Relationship and Loan Lookups - Product Information Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route? In the Magic Wand
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 What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package? Product State Config Stage Status Custom Settings All of the Above - All of the Above
How do I Modify/Renew a Loan from Product Package? Credit Actions button Navigate to loan and then modify/renew Manage Loan button Bulk Actions button - Credit Actions button Select the options that best summarize what a Product Package is. (Choose all that apply) Aggregation of Loans and ancillary data (Fees, Collateral, etc.) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review) Manage Relationship Statistics Unified Credit Memo and Forms Gen - Aggregation of Loans and ancillary data (Fees, Collateral, etc.) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review) Unified Credit Memo and Forms Gen 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
True False - False True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button. True False - True Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature? Appraisal Attorney Loan Origination Credit Card Late Payment Charge - Credit Card Late Payment Charge Which of the following are true about the LLC_BI__Fee__c object? (Choose 2) It has a Master Detail Relationship up to the Loan object. t has a Lookup Relationship up to the Loan object. One Fee record is used to store all the Fees for a Loan. Every Fee on a loan has a separate unique record to represent that Fee. - It has a Master Detail Relationship up to the Loan object. Every Fee on a loan has a separate unique record to represent that Fee. The Fee Loan Aggregate: 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?
Loan Alerts Team Alerts Team Member Alerts 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 Product Package Spreads - Product Package In nCino, which designation in the default structure hierarchy captures the record of principal advance? Limit Current Takedown Main Sub Limit - Current Takedown From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three) Sub Limit
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- 2 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. True False - False
Which of the following is a Data Loader option? Side Slide Update Check and Return Secondary Delete - Update When using reports to assist in a data load, which file type should that report be saved as? Excel Workbook PDF CSV MS-DOC CSV (Comma Delimited) - CSV (Comma Delimited) Which SOQL Query would return the fields: Name, Billing address (street,city,state,zip) and phone number of all Relationships (Account) with the billing state of North Carolina with no syntax errors? SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE = 'NC' SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE = 'NC' SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC' - SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE = 'NC' 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
Loan Covenant - Covenant Compliance Loan Covenant True or False? New Covenant Management records are created when the "Next Evaluation Date" is met. True False - False Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on? The number of days specified by the user The Covenant type The frequency The status - The frequency The Financial Indicator Value is determined by: The value specified by the user The Covenant Type The Loan Covenant The Covenant Compliance - The value specified by the user Which of the following object are commonly referred to as "Ticklers": Loan Covenants Events Covenant Compliance Covenant Management - Covenant Compliance True or False? Collateral Type is optional. True False - False Collateral Management records must have what child record?
Collateral Pledged Lien Collateral Ownership All of the Above - Collateral Ownership An Advance Rate override will impact which record? Collateral Type Collateral Pledged Collateral Management All of the Above - Collateral Pledged Collateral pledged impacts which calculation? Available lendable value Loan to value Debt Service coverage ratio None of the above - Loan to value The Address is found on which object? Loan Collateral Pledged Lien Collateral Management - Collateral Management In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required? Record Type Product Line Default App Principal Balance - Default App
Calendar My Tasks - Dashboard What Icon represents a Loan record in nCino? Money Bag Small Green Man Coin Folder - Money Bag Where can a User find "Recent Items"? Side Pane Center Pane - Side Pane Which one of the following is NOT a tab available on your Homepage toolbar? Loans Summary Overview Reports - Summary Which of the following functions are available with the Schedule an Event feature? Create an All Day Event Create a Recurring Event Create a time block on your calendar for the event All of the above - All of the above True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed. True False - True
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks. True False - True You can create a new task off of which of the following objects? Change Memo Loan Modification Risk Rating Covenant All of the above - All of the above You can use the Log a Call function on which of the following pages Contact Lead Loan Relationship All of the above - All of the above True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task. True False - True ___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference. Decline Loan Reasons Reasons for Denial Covenant Compliance Adverse Action - Adverse Action
