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NEW QUESTION 51
When configuring the form template, which of the following items are nCino's recommended best practices?

• A. Ensure that all quotation marks within queries are the straight quotes " " instead of utilizing the curly Microsoft Word quotation marks " "
• B. When configuring a query within a table, navigate to Table Properties and uncheck the "Automatically Resize" checkbox
• C. Copy field API values from the "Show Available Fields" window to eliminate any misspellings caused by manual entry
• D. Utilize the Schema Builder functionality when uncertain about how to query to a certain field on a related object to understand the data structure and how the objects are connected

Answer: A,B,C,D

NEW QUESTION 52
Any financial documents for your borrower should be saved in the __________.

• A. Relationship Document Manager
• B. Loan Document Manager
• C. Connections
• D. Overview

Answer: A

NEW QUESTION 53
What icon represents a Relationship record in nCino?

• A. Coin
• B. Money Bag
• C. Small Green Man
• D. Folder

Answer: D

NEW QUESTION 54
What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

• A. Loan to Value
• B. Collateral Type-> Type/Subtype
• C. Collateral History
• D. Address
• E. Collateral Pledge

Answer: B

NEW QUESTION 55
True or False? Activity History shows any prior CRM activities performed (phone calls, email sent, meetings, etc) and Open Activities shows any pending tasks.

• A. True
• B. False

Answer: A

NEW QUESTION 56
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