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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Select the options that best summarize what a Product Package is. (Choose all that apply)

A) Unified Credit Memo and Forms Gen
B) Manage Relationship Statistics
C) Aggregation of Loans and ancillary data (Fees, Collateral, etc.)
D) Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)

2. When renewing/modifying a loan, an appendage is added to the loan number. This is configured where?

A) CFG_ConfigKeys
B) CFG_ConfigValues
C) Custom Settings
D) nCino Administration

3. True or False? The Loan Exception file catches loan duplicates from coming into the system.

A) True
B) False

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

A) True
B) False

5. Which of the following functions are available with the Schedule an Event feature?

A) Create an All Day Event
B) All of the above
C) Create a Recurring Event
D) Create a time block on your calendar for the event

Solutions: