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.
True or False? Workbench can be used to query salesforce records that are otherwise difficult to report on.
True or False? An Admin will Visit the ManageRates Visualforce Page to adjust the rate for a given index.
A loan with loan number 12345 is renewed. This creates a new Loan record with Loan number 12345R-1. When Loan 12345R-1 books the stage is updated to the 'booked' stage.
What happens to the 12345R-1 loan's loan number when the 12345R-1 loan books?
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.
Any financial documents for your borrower should be saved in the __________.
Which items must be created in order to configure a team key? (Select Two)
A "Standard Fee" is defined as: (Choose 3)
True or False: A loan converts to a lead through the "Convert to nCino" button.
To access the Default Rate Indices one would navigate via Setup>Develop>Custom Settings>Manage records next to Index
