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Salesforce nCino 201 Commercial Banking Functional Exam Sample Questions (Q58-Q63):

NEW QUESTION # 58
Which fields must be filled out when converting a Lead to a Loan?

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

Answer: A
NEW QUESTION # 59
True or False: It is NOT important to have a corresponding customer request/permission before attempting to data load.

  • A. False
  • B. True

Answer: A
NEW QUESTION # 60
Which of the following functions are available with the Schedule an Event feature?

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

Answer: D
NEW QUESTION # 61
Covenants are automatically marked active when:

  • A. 30 days before the Next Evaluation Date
  • B. The Loan is Booked
  • C. The loan is paid off

Answer: B
NEW QUESTION # 62
True or False? You can add Fees from Product Package.

  • A. False
  • B. True

Answer: A
NEW QUESTION # 63
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