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Salesforce nCino 201 Commercial Banking Functional Sample Questions:

1. True or False: The Process Overview enables nCino users to have a comprehensive view of all Relationships in the system.

A) True
B) False

2. True or False? Risk Grade Groups can be associated with Multiple Risk Grade Templates.

A) True
B) False

3. When converting a lead, what is NOT created?

A) Loan
B) Business Relationship
C) Memo
D) Individual Relationship

4. The Product Catalog is configured on the back end by using what tool?

A) Copy Loan Plus Tool
B) Standard Cloner Tool
C) Document Manager Tab
D) DM Admin Tool

5. True of False? Individual Relationship records also have Contact records linked to them - and on the Contact record is where the customer's CIP information is stored.

A) True
B) False

Solutions: