True or False? You don't need a field set in order to Build the Layout for a Screen Section.
Collateral Management records must have what child record?
Which child object of a Covenant Management record can have multiple records? (Select 2).
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
Select the options that best summarize what a Product Package is. (Choose all that apply)
To use RLTV, financial institutions need to ensure they currently use which of the following features?
In order to configure the "Generate Forms" action within the Magic Wand/User Interface (UI) on the Loan object, which loan field value is required?
True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.
An Advance Rate override will impact which record?
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.
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