True or False? When curating data in an excel sheet, Leading zeros are sometimes hidden.
An Advance Rate override will impact which record?
The 'Loan Details' Main Navigation has Sub Navigation called Questionnaire that should be the first Route that is seen when clicking the 'Loan Details'. Where is the 'Default Context' checkbox checked to
make the Questionnaire show up first?
Select the options that best summarize what a Product Package is. (Choose all that apply)
The following are the Related Lists (also called "hovers" or "quick links") that store any CRM activities for the relationship that have been closed/completed.
When are notifications sent out after a loan is approved or rejected?
What method of organization should be used to create the Loan Document Manager Smart Checklists?
Which of the following functions are available with the Schedule an Event feature?
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?