Activedumpsnet Logo
Covenants are automatically marked active when:
True or False? A Loan that is processed through nCino will typically go through multiple approval processes.
Which Collateral Management feature enables the functionality of comparing the value of a piece of collateral to the value of all loans pledged to that particular piece of collateral?
True or False: Appending 'tool-' OR 'action-' to the beginning of an App Name on the Route object will make the Route display in the Magic Wand.
True or False? When you log a call, you are also given the ability to create a follow-up task on the same page, if needed.
___________ 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.
What objects are standard supported for Document Manager?
True or False? You don't need a field set in order to Build the Layout for a Screen Section.
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
True or False? Once a loan has been put into the approval process, the record will be locked until an action is taken.
Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?
The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to
make the Questionnaire show up first?
True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
True or False? Collateral Management records should be created for each loan they are associated with.
True or False? A Loan converts to a lead through the "Convert to nCino" button.
True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
Nodes in the Overview Tab can be directed to which of the following?
True or False? New Covenant Management records are created when the "Next Evaluation Date" is met.
True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.
True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.
True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.
True or False? List views should be created for each Stage on the Loan Object.
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.
What tab should be navigated to for Docman Configuration?
Which section of your homepage can be configured to show the reports you choose to have displayed?