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201 Commercial Banking Functional

Share and discuss the opinions about the dumps with all 201 Commercial Banking Functional Q&As.
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True of False? Risk rating can include both qualitative and quantitative values.
Theo, 3 weeks ago
11
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A "Standard Fee" is defined as: (Choose 3)
Randolph, 4 weeks ago
6
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What is configured that determines the approval process a record will go through?
Gonzalo, 4 weeks ago
9
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True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.
Rueben, 4 weeks ago
6
1
No replies
True of False? By default, the total exposure includes any proposed direct or indirect exposure.
Marshall, 4 weeks ago
10
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No replies
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
Antwan, 4 weeks ago
8
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True of False? The relationship statistics section comes with a default collection of exposure calculations.
Isaiah, 3 months ago
33
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True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.
Manual, 3 months ago
41
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True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.
Coy, 3 months ago
41
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Which nCino feature is required to be utilized when setting up multi-tiered loan structure?
Chuck, 3 months ago
35
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The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
Dante, 3 months ago
31
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The Financial Indicator Value is determined by:
Brain, 3 months ago
146
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True or False: List views should be created for each Stage on the Loan Object.
Harris, 3 months ago
59
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When using reports to assist in a data load, which file type should that report be saved as?
Rayford, 4 months ago
53
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True or False? Document Manager requires permission sets in order for users to upload documents.
Rashad, 4 months ago
52
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When configuring the form template, which of the following items are nCino's recommended best practices?
Rueben, 4 months ago
17
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True or False? You don't need a field set in order to Build the Layout for a Screen Section.
Eldridge, 4 months ago
71
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From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)
Rocky, 4 months ago
13
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True or False: A loan converts to a lead through the "Convert to nCino" button.
Dante, 4 months ago
50
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