201-Commercial-Banking-Functional Questions and Answers

What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)

When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?

When configuring Credit Memo, which section resource should be used to display information from a child object to the Loan?

What controls where Loan appears in Non-Pending Facilities and Pending Facilities on Product Package?

Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

What objects are standard supported for Document Manager?

True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

For a user to add a 'Non-Standard' Fee to a loan:

True or False? The Loan Exception file catches loan duplicates from coming into the system.

Any financial documents for your borrower should be saved in the __________.

Which items must be created in order to configure a team key? (Select Two)

True or False: Collateral Type is optional.

True or False: An approval process can fire email alerts to a group of users.

True or False: When curating data in an excel sheet, leading zeros are sometimes hidden.

Covenants are automatically marked active when:

True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.

True or False: A loan converts to a lead through the "Convert to nCino" button.

True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.

True or False? The packaged Setup of nCino UI will have Risk Rating already configured.