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

Updated On: 12-Jan-2026

True or False? A Loan converts to a lead through the "Convert to nCino" button.

  1. True
  2. False

Answer(s): B



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

  1. Converting a Lead to a Loan
  2. New Loan Product button from Relationship
  3. Adding from Entity Involvement Related List
  4. Collateral Management Manage Collateral Button

Answer(s): B,D



When converting a lead, what is NOT created?

  1. Loan
  2. Memo
  3. Individual Relationship
  4. Business Relationship

Answer(s): B



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

  1. Collateral Management
  2. Entity Management
  3. Connections Plus
  4. Entity Involvement

Answer(s): D



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