NEW QUESTION 48
Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

NEW QUESTION 49
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?

NEW QUESTION 50
What field on relationship is recommended to be used when starting Relationship Docman Smart Checklists?

NEW QUESTION 51
True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.

NEW QUESTION 52
The Address is found on which object?

NEW QUESTION 53
True or False? Workbench can be used to query salesforce records that are otherwise difficult to report on.

NEW QUESTION 54
True or False: A Loan that is processed through nCino will typically go through multiple approval processes.

NEW QUESTION 55
The ‘Decline Loan’ button is at the top of the ______ page.

NEW QUESTION 56
True or False: An approval process can fire email alerts to a group of users.

NEW QUESTION 57
Which SOQL Query would return all Loan ID’s?

NEW QUESTION 58
True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.

NEW QUESTION 59
The nCino solution is compatible with Salesforce Lightning user experience.

NEW QUESTION 60
True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.

NEW QUESTION 61
What method of organization should be used to create the Loan Document Manager Smart Checklists?

NEW QUESTION 62
nCino Forms Generation can be deployed on which of the following objects?

NEW QUESTION 63
How do I Modify/Renew a Loan from Product Package?

NEW QUESTION 64
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?

NEW QUESTION 65
In order to configure the “Generate Forms” action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?

NEW QUESTION 66
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

NEW QUESTION 67
True or False? Collateral Management records should be created for each loan they are associated with.

NEW QUESTION 68
True or False: A Limit or Sub Limit adds additional exposure to the overall hierarchy.

NEW QUESTION 69
Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?