What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
True or False? The packaged Setup of nCino UI will have Risk Rating already configured.
True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.
When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?
True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False: A loan converts to a lead through the "Convert to nCino" button.
True or False? List views should be created for each Stage on the Loan Object.
Any financial documents for your borrower should be saved in the __________.
True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?
True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
True or False: When creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
True or False? Collateral Type is optional.
Which of the following object are commonly referred to as "Ticklers":
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.
True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.
The Financial Indicator Value is determined by:
What icon represents a Relationship record in nCino?
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
True or False? You can add Fees from Product Package.
Which process gives you the most similar view of nCino on your mobile device?