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NEW QUESTION # 20
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?

  • A. Team Member Alerts
  • B. Team Alerts
  • C. Loan Alerts
  • D. Notification Alert

Answer: B


NEW QUESTION # 21
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

  • A. False
  • B. True

Answer: B


NEW QUESTION # 22
Which Salesforce features are commonly used to support flexible configuration in nCino features? 9Select all that apply)

  • A. All options listed are correct
  • B. Custom Settings
  • C. Field Sets
  • D. Permission sets

Answer: A


NEW QUESTION # 23
___________ is used to notate the reasons for denial of the Loan - and after approval, this record is stored on the Loan page for future reference.

  • A. Covenant Compliance
  • B. Adverse Action
  • C. Reasons for Denial
  • D. Decline Loan Reasons

Answer: B


NEW QUESTION # 24
After you begin Spreading, what is the first step a user must complete before adding income statements?

  • A. Export the bundle
  • B. Check the Common Sizing box
  • C. Set Fiscal Year End
  • D. Select number of months in a period

Answer: C


NEW QUESTION # 25
......

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