Free Salesforce 201-Commercial-Banking-Functional Practice Exam with Questions & Answers | Set: 3

True or False: When Creating a New Route you should always click the New Button.

True of False? The relationship statistics section comes with a default collection of exposure calculations.

True or False? A Change Memo is used to request an approval to change terms, rate, amount, etc. AFTER the Loan has already been approved - but BEFORE the Loan has been closed/booked.

Which of the following is NOT an example of a Fee that should be tracked using the nCino Fee Management feature?

True or False? Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.

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

The navigation items organized vertically across the left side of the nCino User Interface are called:

The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

True or False? List views should be created for each Stage on the Loan Object.

Which loan field is Not required to be filled out to initially create a Rate and Payment Stream?