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Question # 4

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

A.

True

B.

False

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Question # 5

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

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Question # 6

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

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Question # 7

True or False? List views should be created for each Stage on the Loan Object.

A.

True

B.

False

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Question # 8

Which Selection is NOT a Modification Frequency Value that can be set per index?

A.

Adjusted Yearly

B.

Adjusted as needed

C.

Adjusted Daily

D.

Adjusted Hourly

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Question # 9

True or False? Collateral Placeholders can be imported into Loan Documan.

A.

True

B.

False

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Question # 10

The nCino solution is compatible with Salesforce Lightning user experience.

A.

True

B.

False

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Question # 11

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

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Question # 12

Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)

A.

Field Sets

B.

All options listed are correct

C.

Permission sets

D.

Custom Settings

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Question # 13

True or False? Collateral Type is optional.

A.

True

B.

False

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Question # 14

When using nCino Forms Generation, where are the templates stored so that a user can access to edit?

A.

Forms Manager

B.

Templates can't be edited once saved

C.

nCino Administration

D.

Forms Templates

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Question # 15

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

A.

SObjectScreenResource

B.

ConfiguredSObjectScreenResource

C.

MappedSObjectHierarchyScreenResource

D.

MappedSObjectScreenResource

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Question # 16

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

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Question # 17

When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?

A.

nCino Administration

B.

Custom Settings

C.

CFG_ConfigKeys

D.

CFG_ConfigValues

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Question # 18

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.

A.

True

B.

False

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Question # 19

True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.

A.

True

B.

False

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Question # 20

True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.

A.

True

B.

False

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Question # 21

Which one of the following is NOT a tab available on your Homepage toolbar?

A.

Loans

B.

Summary

C.

Overview

D.

Reports

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Question # 22

What icon represents a Relationship record in nCino?

A.

Money Bag

B.

Small Green Man

C.

Coin

D.

Folder

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Question # 23

When are notifications sent out after a loan is approved or rejected?

A.

Weekly

B.

Daily

C.

Monthly

D.

Automatically

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Question # 24

Which section of your homepage can be configured to show the reports you choose to have displayed?

A.

Dashboard

B.

Contacts

C.

Calendar

D.

My Tasks

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Question # 25

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

A.

True

B.

False

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