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NEW QUESTION 33
Once the Covenant Compliance record is set to Compliant status, the Next Evaluation Date on the parent Covenant automatically moves forward based on the frequency set on the parent Covenant. This is accomplished via workflow rules and can be customized.
Which of the following is necessary for a sync with records coming from the Core?

A. A match on the name of the recordB. A match on the Relationship Social Security Number or Tax IDC. A match on the lookupKey value for the recordD. A Salesforce ID match

Answer: C

 

NEW QUESTION 34
Where should an end user begin spreading from?

A. RelationshipB. Primary ContactC. LoanD. Credit Memo Summary Page

Answer: C

 

NEW QUESTION 35
The Process Overview provides a visual representation of the number of Loans categorized by which of the following?

A. Loan AmountB. Loan ProductC. Loan StageD. Loan Status

Answer: C

 

NEW QUESTION 36
True or False? The nCino Fees Feature can automatically calculate a fee as a fixed amount or a percentage of some other amount.

A. FalseB. True

Answer: A

 

NEW QUESTION 37
Which section of your homepage can be configured to show the reports you choose to have displayed?

A. DashboardB. ContactsC. CalendarD. My Tasks

Answer: A

 

NEW QUESTION 38
......

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