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True or False: You don't need a field set in order to Build the Layout for a Screen Section.
A. True
B. False
True or False: A loan converts to a lead through the "Convert to nCino" button.
A. True
B. False
When converting a lead, what is NOT created?
A. Loan
B. Memo
C. Individual Relationship
D. Business Relationship
The Financial Indicator Value is determined by:
A. The value specified by the user
B. The Covenant Type
C. The Loan Covenant
D. The Covenant Compliance
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
A. In Review
B. Is Ready Review
C. Loan Number
D. None of the above
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
A. Contacts
B. Activity History
C. Connections
D. Open Activities
What icon represents a Relationship record in nCino?
A. Money Bag
B. Small Green Man
C. Coin
D. Folder
What objects are standard supported for Document Manager?
A. Loan
B. Relationship
C. Deposits
D. Collateral
E. Treasury Services
F. Product Package
G. All of the Above
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.
A. True
B. False
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?
A. Relatives_To_Clone
B. Renewal_Fields_To_Clone
C. Relative_Fields_To_Clone
D. Renewal_Feature_Enabled
Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
A. Credit Memo
B. Rate Structure
C. Product Package
D. Spreads
Any financial documents for your borrower should be saved in the __________.
A. Relationship Document Manager
B. Connections
C. Loan Document Manager
D. Overview
From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
A. Sub Limit
B. Current Takedown
C. Main
D. Limit
To use RLTV, financial institutions need to ensure they currently use which of the following features?
A. Both Enhanced Collateral Management and Total Exposure
B. Enhanced Collateral Management
C. Total Exposure
D. None ofthe above
The navigation items organized vertically across the left side of the nCino User Interface are called:
A. Alternate routes
B. Parent routes
C. Sub-routes
D. Tertiary routes
What needs to be configured in order to have access to the 'Edit Field set' button in the UI.
A. Create a fieldset on whatever object the UI is on
B. Custom Settings > System Properties. Change a value to true
C. None of these options are correct
D. Create Remote Site Settings for your current salesforce instance
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?
A. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
B. SELECT NAME, BILLING ADDRESS PHONE FROM ACCOUNT WHERE BILLINGSTATE = NC
C. SELECT NAME, BILLING ADDRESS, PHONE FROM ACCOUNT HAVING BILLINGSTATE = 'NC'
D. SELECT NAME, BILLING ADDRESS, FROM ACCOUNT WHERE BILLINGSTATE = 'NC'
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?
A. Record Type
B. Product Line
C. Default App
D. Principal Balance
What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package?
A. Product State Config
B. Stage
C. Status
D. Custom Settings
E. All of the Above
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
A. True
B. False
Which fields must be filled out when converting a Lead to a Loan?
A. Product Information
B. Customer Contact Information
C. Related Entities
D. Relationship and Loan Lookups
True of False? By default, the total exposure includes any proposed direct or indirect exposure.
A. True
B. False
The nCino UI provides the users with all of the following, except:
A. An intuitive layout that reduces learning curve in adapting to and using the layout effectively
B. A Streamlined navigation and presentation of data by keeping all relevant information in one view pane (you are only presented with the information you need to know)
C. A 1-to-1 replacement of native Salesforce Ul functionality
D. Consistent experience across devices
ncDataGrid can access field sets from what Objects?
A. The Source Object the UI is on
B. A related Object to the Object the UI is on
C. A related - related Object to the Object the UI is on
D. a visualforce page
True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.
A. True
B. False
Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
A. Collateral Coverage Ratio
B. Collateral Pledged
C. Complex Collateral
D. Loan Ratio
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?
A. Route
B. Route Group
C. Group
D. Screen Section
___________ 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.
A. Decline Loan Reasons
B. Reasons for Denial
C. Covenant Compliance
D. Adverse Action
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?
A. A match on the Relationship Social Security Number or Tax ID
B. A match on the lookupKey value for the record
C. A match on the name of the record
D. A Salesforce ID match
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?
A. Collateral Type-> Type/Subtype
B. Loan to Value
C. Collateral Pledge
D. Address
E. Collateral History
True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.
A. True
B. False
Nodes in the Overview Tab can be directed to which of the following?
A. A specific List View or a specific Dashboard
B. A specific List View or a specific Report
C. The Loan Object or the the Report Object
D. The Loan Object or the Dashboard Object
When configuring a form template from the Loan object and attempting to capture the values for fields on a related object, how must the start of the query be configured to "callout" to that other object?
A. {{"API_Name"}}
B. {{FIELD="API_Name"}}
C. {{LIST="Field_API_Name"}}
D. {{LIST="Object_API_Name"}}
The Product Catalog is configured on the back end by using what tool?
A. Copy Loan Plus Tool
B. DM Admin Tool
C. Standard Cloner Tool
D. Document Manager Tab
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