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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

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

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

2. True or False? A Loan converts to a lead through the "Convert to nCino" button.

A) True
B) False

3. True or False: To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

A) True
B) False

4. Which SOQL Query would return all Loan ID's?

A) SELECT ID, FROM LLC_BI__LOAN__C
B) SELECT ID FROM ACCOUNT.LLC_BI__LOAN__C
C) SELECT ID FROM LLC_BI__LOAN__C

5. What Collateral MGMT Placeholders are generated in Loan Docman when Collateral is pledged?

A) Those marked as in file
B) Those flagged with "Import Me" checkbox
C) Only Approved Documents
D) All Placeholders
E) 5 Oldest Placeholders

Solutions: