nCino 201 Commercial Banking Functional Exam (page: 2)
nCino 201 Commercial Banking Functional
Updated on: 12-Feb-2026

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



Which fields must be filled out when converting a Lead to a Loan?

  1. Product Information
  2. Customer Contact Information
  3. Related Entities
  4. Relationship and Loan Lookups

Answer(s): A



Where would a Route with the App Name of 'third-party-reports' display if you assigned it to a Group via Route Group and did NOT give it a Parent Route?

  1. In the Magic Wand
  2. It won't render because it doesn't have a Parent Route
  3. The Main Navigation
  4. The Secondary Navigation

Answer(s): C



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