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SalesforcenCino 201 Commercial Banking Functional Exam Question and Answers

SalesforcenCino 201 Commercial Banking Functional Exam

Last Update Nov 30, 2025
Total Questions : 169

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Questions 1

True or False? A Loan that is processed through nCino will typically go through multiple approval processes.

Options:

A.  

True

B.  

False

Discussion 0
Questions 2

After you begin Spreading, what is the first step a user must complete before adding income statements?

Options:

A.  

Export the bundle

B.  

Set Fiscal Year End

C.  

Check the Common Sizing box

D.  

Select number of months in a period

Discussion 0
Questions 3

True or False? A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

Options:

A.  

True

B.  

False

Discussion 0
Questions 4

True or False? An approval process can fire email alerts to groups of users.

Options:

A.  

True

B.  

False

Discussion 0
Questions 5

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

Options:

A.  

Those flagged with "Import Me" checkbox

B.  

All Placeholders

C.  

5 Oldest Placeholders

D.  

Only Approved Documents

E.  

Those marked as in file

Discussion 0
Questions 6

True or False? If you assign a task to someone, they will receive email notification letting them know that they have been assigned a new task.

Options:

A.  

True

B.  

False

Discussion 0
Questions 7

Which of the following functions are available with the Schedule an Event feature?

Options:

A.  

Create an All Day Event

B.  

Create a Recurring Event

C.  

Create a time block on your calendar for the event

D.  

All of the above

Discussion 0
Questions 8

Select the options that best summarize what a Product Package is. (Choose all that apply)

Options:

A.  

Aggregation of Loans and ancillary data (Fees, Collateral, etc.)

B.  

Bulk Actions to Loans (Modify/Renew, Submit for Approval, Review)

C.  

Manage Relationship Statistics

D.  

Unified Credit Memo and Forms Gen

Discussion 0
Questions 9

To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index

Options:

A.  

True

B.  

False

Discussion 0
Questions 10

Covenants are automatically marked active when:

Options:

A.  

The loan is paid off

B.  

30 days before the Next Evaluation Date

C.  

The Loan is Booked

Discussion 0
Questions 11

Which of the following is a Data Loader option?

Options:

A.  

Side Slide

B.  

Update

C.  

Check and Return

D.  

Secondary Delete

Discussion 0
Questions 12

True or False? During Approval Process, the Stage field on Product Package and Loan are what controls the syncing of Approval.

Options:

A.  

True

B.  

False

Discussion 0
Questions 13

True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.

Options:

A.  

True

B.  

False

Discussion 0
Questions 14

From the default structure hierarchy in nCino, which options can have one or many options below them in the hierarchy? (Choose three)

Options:

A.  

Sub Limit

B.  

Current Takedown

C.  

Main

D.  

Limit

Discussion 0
Questions 15

True or False: Collateral Type is optional.

Options:

A.  

True

B.  

False

Discussion 0
Questions 16

True or False? Once the entire Loan term is defined, the payment structure data from the first payment stream is pushed back to the loan object and saved. This overwrites existing data on the loan object.

Options:

A.  

True

B.  

False

Discussion 0
Questions 17

When using Spreads, what is the most likely reason an end user is unable to select the Show operations checkbox?

Options:

A.  

Spreads was configured incorrectly

B.  

Missing Underwriting Permission Set

C.  

Field level security is too high

D.  

They are not an administrator

Discussion 0
Questions 18

True or False: An approval process can fire email alerts to a group of users.

Options:

A.  

True

B.  

False

Discussion 0
Questions 19

The nCino solution is compatible with Salesforce Lightning user experience.

Options:

A.  

True

B.  

False

Discussion 0
Questions 20

True or False? The packaged Setup of nCino UI will have Risk Rating already configured.

Options:

A.  

True

B.  

False

Discussion 0
Questions 21

Where are the graphics for the nodes used on the Overview tab (Process View Images) housed?

Options:

A.  

Static Resources

B.  

Desktop Administration

C.  

Installed Packages

D.  

Custom Labels

E.  

Apps

Discussion 0
Questions 22

True or False? You don't need a field set in order to Build the Layout for a Screen Section.

Options:

A.  

True

B.  

False

Discussion 0
Questions 23

The Address is found on which object?

Options:

A.  

Loan

B.  

Collateral Pledged

C.  

Lien

D.  

Collateral Management

Discussion 0
Questions 24

True or False? Document Manager requires permission sets in order for users to upload documents.

Options:

A.  

True

B.  

False

Discussion 0
Questions 25

When setting a Route to look at a VisualForce Page what field holds the API name of the VisualForce Page?

Options:

A.  

Route Name

B.  

App Name

C.  

Screen Name

D.  

Body

Discussion 0