201 Commercial Banking Functional

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

True or False? A Loan converts to a lead through the "Convert to nCino" button.A . True B. FalseView AnswerAnswer: B

True or False? List views should be created for each Stage on the Loan Object.A . True B. FalseView AnswerAnswer: A

True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.A . True B. FalseView AnswerAnswer: B

Which of the following functions are available with the Schedule an Event feature?A . Create an All Day Event B. Create a Recurring Event C. Create a time block on your calendar for the event D. All of the aboveView AnswerAnswer: D

True or False? Document Manager requires permission sets in order for users to upload documents.A . True B. FalseView AnswerAnswer: A

True or False: The packaged Setup of nCino UI will have Risk Rating already configured.A . True B. FalseView AnswerAnswer: A

True or False: When Creating a New Route you should always click the New Button.A . True B. FalseView AnswerAnswer: B

True or False? The Loan Exception file catches loan duplicates from coming into the system.A . True B. FalseView AnswerAnswer: A

True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.A . True B. FalseView AnswerAnswer: A