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1. Which of the following ways can a Loan be created in nCino? (Select Two)
A) Adding from Entity Involvement Related List
B) Collateral Management Manage Collateral Button
C) Converting a Lead to a Loan
D) New Loan Product button from Relationship
2. True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
A) False
B) True
3. What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
A) Stage
B) Custom Settings
C) Product State Config
D) Status
E) All of the Above
4. What objects are standard supported for Document Manager?
A) Loan
B) Product Package
C) Collateral
D) Relationship
E) Treasury Services
F) All of the Above
G) Deposits
5. How do I Modify/Renew a Loan from Product Package?
A) Credit Actions button
B) Manage Loan button
C) Bulk Actions button
D) Navigate to loan and then modify/renew
Solutions:
| Question # 1 Answer: B,D | Question # 2 Answer: B | Question # 3 Answer: E | Question # 4 Answer: F | Question # 5 Answer: A |
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