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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Covenant Compliance records are generated until:

A) the Status is changed
B) All associated Loans are in the Booked Stage
C) A user deactivates the Covenant Management record
D) All Associated Loans are in the Complete Stage

2. When copying/cloning Collateral Management records in nCino, which field allows an end-user to include associated sub collateral records?

A) Quantity
B) Include Collateral Hierarchy
C) Advance Rate
D) Bulk Update
E) Include Collateral Children

3. 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) Relative_Fields_To_Clone
C) Renewal_Feature_Enabled
D) Renewal_Fields_To_Clone

4. True or False? The Product Catalog can dictate the type of placeholders that render in Document Manager.

A) True
B) False

5. When using reports to assist in a data load, which file type should that report be saved as?

A) Excel Workbook
B) PDF
C) CSV MS-DOC
D) CSV (Comma Delimited)

Solutions: