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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. Which of the following ways can a Loan be created in nCino? (Select Two)

A) Collateral Management Manage Collateral Button
B) Converting a Lead to a Loan
C) Adding from Entity Involvement Related List
D) New Loan Product button from Relationship

2. When configuring Loan Team Member alerts, what workflow action is utilized?

A) Email alert
B) Field update
C) Outbound message
D) Create task

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

A) True
B) False

4. The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

A) Loan Stage
B) Loan Status
C) Loan Product
D) Loan Amount

5. Which of the following ways can a Loan be created in nCino (Select 2)

A) New Loan Product button from Relationship
B) Converting a Lead to a Loan
C) Adding from Entity involvement related list
D) New Loan Product button from Relationship

Solutions: