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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. After you begin Spreading, what is the first step a user must complete before adding income statements?

A) Set Fiscal Year End
B) Export the bundle
C) Select number of months in a period
D) Check the Common Sizing box

2. Which section of your homepage can be configured to show the reports you choose to have displayed?

A) Calendar
B) My Tasks
C) Contacts
D) Dashboard

3. What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A) Collateral History
B) Loan to Value
C) Address
D) Collateral Type-> Type/Subtype
E) Collateral Pledge

4. The Address is found on which object?

A) Loan
B) Collateral Pledged
C) Collateral Management
D) Lien

5. In nCino, which designation in the default structure hierarchy captures the record of principal advance?

A) Sub Limit
B) Limit
C) Main
D) Current Takedown

Solutions: