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

• A.Name
• B.Type
• C.LookupKey
• D.Industry

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An Advance Rate override will impact which record?

• A.Collateral Pledged
• B.Collateral Type
• C.All of the Above
• D.Collateral Management

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True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

• A.False
• B.True

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Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

• A.Credit Card Late Payment Charge
• B.Attorney
• C.Appraisal
• D.Loan Origination

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Which items must be created in order to configure a team key? (Select Two)

• A.Loan field
• B.Email template
• C.Role
• D.Email template
• E.Email alert
• F.Role

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