Salesforce 201-COMMERCIAL-BANKING-FUNCTIONAL Exam
SalesforcenCino 201 Commercial Banking Functional Exam (Page 3 )

Updated On: 1-Feb-2026

Which of the following ways can a Loan be created in nCino (Select 2)

  1. Converting a Lead to a Loan
  2. Adding from Entity involvement related list
  3. New Loan Product button from Relationship
  4. New Loan Product button from Relationship

Answer(s): A



What is the name of the junction object that typically ties Loans and Deposits to Relationships?

  1. Entity Engagement
  2. Collateral Management
  3. Entity Involvement
  4. Connection Plus

Answer(s): C



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

  1. True
  2. False

Answer(s): B



True or False? Fields can be made Editable in the Pending Facilities section in Product Package.

  1. True
  2. False

Answer(s): A



How can you calculate a risk rating (Select 2)?

  1. Qualitative
  2. Narratives
  3. Quantitative
  4. Template

Answer(s): A,C



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