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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which fields must be filled out when converting a Lead to a Loan?

A) Related Entities
B) Customer Contact Information
C) Product Information
D) Relationship and Loan Lookups

2. When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?

A) They are not an administrator
B) Missing Underwriting Permission Set
C) Field level security is too high
D) Spreads was configured incorrectly

3. Any financial documents for your borrower should be saved in the __________.

A) Overview
B) Relationship Document Manager
C) Loan Document Manager
D) Connections

4. What method of organization should be used to create the Loan Document Manager Smart Checklists?

A) Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
B) Start with random documents, no one way is easier
C) Use Loan Amount and Product Line only
D) Start with least common documents with broad criteria, work your way down to smaller groups

5. True or False? Informatica loads run on a manual sync. The admin must tell the sync to run.

A) True
B) False

Solutions: