nCino Certification Questions with answers

nCino Certification Questions with |\ |\ |\ |\




answers

True or False? Spelling and punctuation should match
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exactly when configuring back end product catalog and
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front end product catalog.
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True
False - CORRECT ANSWERS ✔✔True
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What is the Hierarchy of the Product Catalog?
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Product Line - Product Type - Product
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Product Line - Product - Product Type
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Product - Product Line - Product Type
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Product Actual - Product Type - Product Line - CORRECT
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ANSWERS ✔✔Product Line - Product Type - Product |\ |\ |\ |\ |\ |\ |\




The Product Catalog is configured on the back end by
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using what tool? |\ |\ |\




Copy Loan Plus Tool
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,DM Admin Tool
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Standard Cloner Tool |\ |\




Document Manager Tab - CORRECT ANSWERS ✔✔DM |\ |\ |\ |\ |\ |\ |\



Admin Tool |\




What determines the available choices of Product Line,
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Product Type, and Product picklists?
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Field Level Security
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Field Dependencies
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Clickback protection |\




Workflow + Field update - CORRECT ANSWERS ✔✔Field
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Dependencies


True or False? A Loan converts to a lead through the
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"Convert to nCino" button.
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True
False - CORRECT ANSWERS ✔✔False
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Which of the following ways can a Loan be created in
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nCino? (Select Two) |\ |\ |\

,Converting a Lead to a Loan |\ |\ |\ |\ |\




New Loan Product button from Relationship
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Adding from Entity Involvement Related List
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Collateral Management Manage Collateral Button -
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CORRECT ANSWERS ✔✔New Loan Product button from
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Relationship
Collateral Management Manage Collateral Button
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When converting a lead, what is NOT created?
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Loan
Memo
Individual Relationship |\




Business Relationship - CORRECT ANSWERS ✔✔Memo
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What is the name of the junction object that typically ties
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Loans to Relationships and Deposits?
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Collateral Management |\




Entity Management
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Connections Plus |\




Entity Involvement - CORRECT ANSWERS ✔✔Entity
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Envolvement

, Which fields must be filled out when converting a Lead to
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a Loan?
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Product Information |\




Customer Contact Information |\ |\




Related Entities |\




Relationship and Loan Lookups - CORRECT ANSWERS |\ |\ |\ |\ |\ |\ |\



✔✔Product Information |\




Where would a Route with the App Name of 'third-party-
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reports' display if you assigned it to a Group via Route
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Group and did NOT give it a Parent Route?
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In the Magic Wand
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It won't render because it doesn't have a Parent Route
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The Main Navigation
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The Secondary Navigation - CORRECT ANSWERS ✔✔The
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Main Navigation |\




True or False? Appending 'tool-' or 'action-' to the
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beginning of an App Name on the Route object will make |\ |\ |\ |\ |\ |\ |\ |\ |\ |\ |\



the Route display in the Magic Wand.
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