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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. When using reports to assist in a data load, which file type should that report be saved as?

A) CSV (Comma Delimited)
B) PDF
C) CSV MS-DOC
D) Excel Workbook

2. Which items must be created in order to configure a team key? (Select Two)

A) Email template
B) Loan field
C) Email alert
D) Email template
E) Role
F) Role

3. In the nCino UI, bold contents contained within a field denotes data:

A) That is incorrect value for the field type it is entered in
B) That has been entered but not yet saved
C) That has recently been saved
D) That is used in a formula field elsewhere in the system

4. How do I Modify/Renew a Loan from Product Package?

A) Bulk Actions button
B) Navigate to loan and then modify/renew
C) Credit Actions button
D) Manage Loan button

5. A "Standard Fee" is defined as: (Choose 3)

A) A fee that can be queued up automatically with a preset amount
B) A fee that can be queued up automatically to be added when a loan hits a specific stage
C) A fee that can be queued up automatically to be added to a specific loan product
D) A fee that exists as an option in the "Fee Type" Picklist on the Fee Object
E) Any fee that a Financial Institution might add to a loan

Solutions: