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?
Which of the following are true about the LLC_BI__Fee__c object? (Choose 2)
The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False: You don't need a field set in order to Build the Layout for a Screen Section.
What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?
After you begin Spreading, what is the first step a user must complete before adding income statements?
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?
What field on the Loan controls Total Reviewable Loan Facilities? (Pick one)
To use RLTV, financial institutions need to ensure they currently use which of the following features?
True of False? Risk rating can include both qualitative and quantitative values.
What is the name of the junction object that typically ties Loans and Deposits to Relationships?
When configuring Loan Team Member alerts, what workflow action is utilized?
The navigation items organized vertically across the left side of the nCino User Interface are called:
How do I Modify/Renew a Loan from Product Package?
True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.
The Address is found on which object?
Select the options that best summarize what a Product Package is. (Choose all that apply)
True or False? You can add Fees from Product Package.
Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?
The Financial Indicator Value is determined by:
Which child object of a Covenant Management record can have multiple records? (Select 2).
True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.
Which one of the following is NOT a tab available on your Homepage toolbar?