Which Selection is NOT a Modification Frequency Value that can be set per 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 or False: The packaged Setup of nCino UI will have Risk Rating already configured.
True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.
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.
After you begin Spreading, what is the first step a user must complete before adding income statements?
True or False? Document Manager requires permission sets in order for users to upload documents.
In Custom Settings, what is the name of the System Property that when configured will impact how exposure is calculated in nCino?
The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.
The Process Overview provides a visual representation of the number of Loans categorized by which of the following?
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?
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
What is the proper way to enter in a weight value of 50 percent for Risk Grade?
When using nCino Forms Generation, where are the templates stored so that a user can access to edit?
True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?
Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?
True or False? The Loan Exception file catches loan duplicates from coming into the system.
Which section of your homepage can be configured to show the reports you choose to have displayed?
True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.
True or False? A Loan converts to a lead through the "Convert to nCino" button.
In nCino, which designation in the default structure hierarchy captures the record of principal advance?
To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
Which of the following functions are available with the Schedule an Event feature?
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
True of False? The relationship statistics section comes with a default collection of exposure calculations.
What is the name of the junction object that typically ties Loans and Deposits to Relationships?
True of False? In order to override a risk grade computed value, you must add comments in order for it to be saved.
True or False? The roles used in loan team member alerts configuration are the standard Salesforce roles.
True or False? A Loan that is processed through nCino will typically go through multiple approval processes.
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
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?
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.