Question 1

True or False? Updating the Status of the Covenant Management record will generate a Covenant Compliance record.

Options :

A : True

B : False

Answer: A

Question 2

___________ 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.

Options :

A : Decline Loan Reasons

B : Reasons for Denial

C : Covenant Compliance

D : Adverse Action

Answer: D

Question 3

When configuring the form template, which of the following items are nCino's recommended best practices?

Options :

A : Copy field API Values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry.

B : Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks.

C : When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox.

D : Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how objects are connected.

Answer: A,B,C,D

Question 4

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

Options :

A : Loans

B : Summary

C : Overview

D : Reports

Answer: B

Question 5

True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.

Options :

A : True

B : False

Answer: B