nCino Certification Questions& ANSWERS ALL 100% CORRECT SPRING FALL-2023/24 EDITION GUARANTEED GRADE A+

True or False? Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog. True False True What is the Hierarchy of the Product Catalog? Product Line - Product Type - Product Product Line - Product - Product Type Product - Product Line - Product Type Product Actual - Product Type - Product Line Product Line - Product Type - Product The Product Catalog is configured on the back end by using what tool? Copy Loan Plus Tool DM Admin Tool Standard Cloner Tool Document Manager Tab DM Admin Tool What determines the available choices of Product Line, Product Type, and Product picklists? Field Level Security Field Dependencies Clickback protection Workflow + Field update Field Dependencies True or False? A Loan converts to a lead through the "Convert to nCino" button. True False False Which of the following ways can a Loan be created in nCino? (Select Two) Converting a Lead to a Loan New Loan Product button from Relationship Adding from Entity Involvement Related List Collateral Management Manage Collateral Button New Loan Product button from Relationship Collateral Management Manage Collateral Button When converting a lead, what is NOT created? Loan Memo Individual Relationship Business Relationship Memo What is the name of the junction object that typically ties Loans to Relationships and Deposits? Collateral Management Entity Management Connections Plus Entity Involvement Entity Envolvement Which fields must be filled out when converting a Lead to a Loan? Product Information Customer Contact Information Related Entities Relationship and Loan Lookups Product Information Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route? In the Magic Wand It won't render because it doesn't have a Parent Route The Main Navigation The Secondary Navigation The Main Navigation 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 False True ncDataGrid can access field sets from what Objects? The Source Object the UI is on A related Object to the Object the UI is on A related - related Object to the Object the UI is on a visualforce page The Source Object the UI is on When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page? Route Name App Name Screen Name Body Body 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? Route Route Group Group Screen Section Route Group True or False? An approval process can fire email alerts to groups of users. True False True True or False? A Loan that is processed through nCino will typically go through multiple approval processes. True False True What is configured that determines the approval process a record will go through? Original Step Entry Criteria Beginning Process Final approval action Entry Criteria What field on the Loan controls Total Reviewable Loan Facilities? (Pick one) In Review Is Ready Review Loan Number None of the above Is Ready Review Can you add Fees from Product Package? Yes No No What controls where Loans appear in Non-Pending Facilities and Pending Facilities on Product Package? Product State Config Stage Status Custom Settings All of the Above All of the Above How do I Modify/Renew a Loan from Product Package? Credit Actions button Navigate to loan and then modify/renew Manage Loan button Bulk Actions button Credit Actions button Select the options that best summarize what a Product Package is. (Choose all that apply) Aggregation of Loans and ancillary data (Fees, Collateral, etc.) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review) Manage Relationship Statistics Unified Credit Memo and Forms Gen Aggregation of Loans and ancillary data (Fees, Collateral, etc.) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review) Unified Credit Memo and Forms Gen True or False? The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system. True False False The Process Overview provides a visual representation of the number of Loans categorized by which of the following? Loan Status Loan Stage Loan Amount Loan Product Loan Stage Nodes in the Overview Tab can be directed to which of the following? A specific List View or a specific Dashboard A specific List View or a specific Report The Loan Object or the the Report Object The Loan Object or the Dashboard Object A specific List View or a specific Report True or False? List views should be created for each Stage on the Loan Object. True False True Where are the graphics for the nodes used on the Overview tab (Process View Images) housed? Static Resources Desktop Administration Installed Packages Custom Labels Apps Static Resources How Does nCino use Risk Rating? (Choose 2 answers) Customize Rating Worksheets Allows use of an Approval Process to manage requests Automatically updates all Rating Worksheets Customize Rating Worksheets Allows use of an Approval Process to manage requests True or False? The packaged Setup of nCino UI will have Risk Rating already configured. True False True True or False? You don't need a field set in order to Build the Layout for a Screen Section. True False False True or False? When Creating a New Route you should always click the New Button. True False False True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button. True False True Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature? Appraisal Attorney Loan Origination Credit Card Late Payment Charge Credit Card Late Payment Charge Which of the following are true about the LLC_BI__Fee__c object? (Choose 2) It has a Master Detail Relationship up to the Loan object. t has a Lookup Relationship up to the Loan object. One Fee record is used to store all the Fees for a Loan. Every Fee on a loan has a separate unique record to represent that Fee. It has a Master Detail Relationship up to the Loan object. Every Fee on a loan has a separate unique record to represent that Fee. The Fee Loan Aggregate: Requires the user to manually sum and count the fee amounts on a loan Is deleted if all the fees on a loan are deleted Can be customized to automatically sum any custom field Cannot be customized, but does automatically group and sum the basic Fee amount fields Cannot be customized, but does automatically group and sum the basic Fee amount fields True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount. True False False A "Standard Fee" is defined as: (Choose 3) A fee that can be queued up automatically to be added to a specific loan product A fee that can be queued up automatically to be added when a loan hits a specific stage Any fee that a Financial Institution might add to a loan A fee that can be queued up automatically with a preset amount A fee that exists as an option in the "Fee Type" Picklist on the Fee Object CONTINUED...