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Course content: Salesforce nCino Online Training
- With the Households feature, you can use Connections to group relationships together into a “household.”
- For example, you might group a customer’s account, her husband’s account, and their businesses into a household. By doing so, the household calculates values across all of the entities in the household, which reveals aggregated exposure and product information for the connected relationships. This way, you can understand the total proposed exposure for an entity and accurately calculate contingent exposure without under or over estimating.
- nCino’s Loan Creation page allows for customizations, such as adding new fields via fieldsets
- nCino’s Loan Creation page allows for customizations, such as adding new fields via field sets and hiding the Loan Name with the use of custom settings. While configuration is minimal, there is a great impact for your financial institution’s users.
- Entity Involvement, where we can easily view and manage the relationships and authorized signers connected to your loans.
- Financial institutions have more control over their user experience and even more options for customization.
- The nCino Product Catalog provides structure to the catalog of products a financial institution offers. Across all solutions available in the nCino Bank Operating System, you can create product lines, add product types within those product lines, and then create individual products that fit into each product type categorization.
- Validation rule to only fire when moving from one specified stage to another specified stage instead of firing during any stage changes.
- Using nCino’s Team Alert feature, one or more Loan Team Members are sent an email when desired Loan conditions are met. Examples of this feature include:
- Notify all Loan Team Members when a New Loan Team Member is
- Notify all Loan Team Members when the loan’s stage changes to
- Notify the Credit Underwriter when the stage changes to Underwriting
- Notify Loan Operations when the stage changes to Pre-Closing Review
- A collateral Type is an object that helps your financial institution categorize collateral management records. Based on the types and subtypes you create, you can further customize your collateral management experience. You can configure different field sets to conditionally render based on type, and you can filter searches based on collateral types.
- This configuration options for Covenant Management. Covenants are agreements based around a loan. For example, a covenant might be a requirement for the borrower to provide a tax return every year on a certain date in order to uphold the terms and conditions of the loan. Covenant compliance measures whether or not this requirement is met. With the Covenant Management structure, a user can add multiple covenants at a time and automatically generate compliance records.
- Collateral Type is an object that helps your financial institution categorize collateral management records. Based on the types and subtypes you create, you can further customize your collateral management experience. You can configure different field sets to conditionally render based on type, and you can filter searches based on collateral types.
- nCino allows for customizations when end users create a New Facility and New Limit/Sublimit/Takedown. You can add new fields via field sets and hide the Loan Name with the use of custom settings with these customizations. While configuration is minimal, there is a great impact for your financial institution’s users.
- The User Interface (UI) of a software application typically encompasses all the ways a user interacts with the application. For example, buttons on the screen and navigation bars. The nCino User Interface streamlines all lines of business and related processes from beginning to end, improving the overall experience for financial institutions and their customers
- nCino User Interface: Allows for customization based on your existing process and procedures, including by role in conjunction with Salesforce, the nCino UI can leverage nCino on any mobile device allowing the same functionality in the office or on the go
- Document Manager is nCino’s drag-and-drop storage solution for all loan, collateral, relationship, product package, treasury, and deposit account opening files. Document Manager dynamically renders document placeholders based on your desired criteria, and allows financial institutions to store documents (or their externally stored links) for individual objects on the corresponding record page.
- nCino’s Credit Memo feature offers a streamlined experience to create and configure credit memo templates without custom code. Since each financial institution uses Credit Memo differently, you can configure custom credit memo templates tailored to the needs of your institution’s credit review policy.
- With Form Generation, an end user can generate a form that automatically populates with information from data entered into the nCino system.
- This Program covers how to:
- Insert tags into templates for automatic data population from nCino.
- Use the Forms Manager tab to upload and manage the templates.
- Configure the optional Generated Forms to Document Manager feature.
- The User Interface (UI) of a software application typically encompasses all the ways a user interacts with the application. For example, buttons on the screen and navigation bars. The nCino User Interface streamlines all lines of business and related processes from beginning to end, improving the overall experience for financial institutions and their customers.
- nCino User Interface: – Allows for customization based on your existing process and procedures, including by role in conjunction with Salesforce, the nCino UI can leverage nCino on any mobile device allowing the same functionality in the office or on the go.
- Configuration to set field-level access in nCino UI.
- Configuration to set field level access in nCino UI.
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Salesforce nCino Online Training Certification Exam
Salesforce Drillers Course Completion Certificate will be awarded upon the completion of the project work (after the mentor review) and upon scoring at least 80% marks in the assessment and quizzes. Salesforce Drillers certification is well recognized in top MNCs.
Our entire course content is aligned with the certification program and helps you clear the certification exam with ease and get the best jobs in top MNCs.
As part of our training, you will be working on real-time projects and assignments that have immense implications in the real-world industry scenarios, thus helping you accelerate your career effortlessly.
At the end of this training program, our experts will guide you about the actual exam like exam name, code, cost and duration apart from there will be a quiz that perfectly reflects the type of questions asked in the actual certification exam and helps you score excellent.
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