Which of the following ways can a Loan be created in nCino? (Select Two)

• A.Converting a Lead to a Loan
• B.Collateral Management Manage Collateral Button
• C.New Loan Product button from Relationship
• D.Adding from Entity Involvement Related List

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

• A.False
• B.True

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What tab should an admin navigate to for configuring Document Manager?

• A.Home
• B.Docman Configuration Tool Suite
• C.DM Admin
• D.nCino Administration
• E.Reports

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Select the options that best summarize what a Product Package is. (Choose all that apply)

• A.Unified Credit Memo and Forms Gen
• B.Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
• C.Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)
• D.Manage Relationship Statistics

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You can create a new task off of which of the following objects?

• A.Risk Rating
• B.Covenant
• C.Loan Modification
• D.Change Memo
• E.All of the above

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