NO.18 You can use the Log a Call function on which of the following pages

NO.19 What is configured that determines the approval process a record will go through?

NO.20 True or False? List views should be created for each Stage on the Loan Object.

NO.21 A “Standard Fee” is defined as: (Choose 3)

NO.22 True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

NO.23 True or False: The packaged Setup of nCino UI will have Risk Rating already configured.

NO.24 What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?

NO.25 Which process gives you the most similar view of nCino on your mobile device?

NO.26 Covenant Compliance records are created “X” days prior to the “Next Evaluation Date” based on?

NO.27 What Icon represents a Loan record in nCino?

NO.28 Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

NO.29 True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.

NO.30 Which of the following functions are available with the Schedule an Event feature?

NO.31 Where can a User find “Recent Items”?

NO.32 Connections is used to join what 2 type of records.

NO.33 What icon represents a Relationship record in nCino?

NO.34 True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.

NO.35 True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.