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Exam Code: 201-Commercial-Banking-Functional
Exam Name: Salesforce nCino 201 Commercial Banking Functional Exam
Updated: Sep 03, 2026
Q & A: 153 Questions and Answers
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Product Configuration & Pricing | 15% | - Product catalog setup - Commercial loan and deposit products - Rate, fee and payment structures |
| Topic 2: Relationship Management & Hierarchy Modeling | 18% | - Access control and permissions - Contact and stakeholder mapping - Organizational relationships |
| Topic 3: Document Management & Compliance | 12% | - Regulatory requirements - Audit trails and reporting - Document lifecycle |
| Topic 4: Loan Origination & Underwriting | 18% | - Application intake and processing - Underwriting workflows - Credit analysis and financial statements |
| Topic 5: Client Onboarding & Account Management | 20% | - Multi-entity account structures - KYC and regulatory compliance - Customer data management |
| Topic 6: Collateral, Covenant & Credit Management | 17% | - Collateral tracking and valuation - Complex credit structures - Covenant monitoring |
Question 1
True or False: Spelling and punctuation should match exactly when configuring back end product catalog and front end product catalog.
A. False
B. True
Question 2
True or False? When Creating a New Risk Grade Template you should Always use the Create New Risk Grade Template Button.
A. False
B. True
Question 3
What method of organization should be used to create the Loan Document Manager Smart Checklists?
A. Start with random documents, no one way is easier
B. Use Loan Amount and Product Line only
C. Start with most common documents with broad criteria, work your way down to smaller groups with more granular criteria
D. Start with least common documents with broad criteria, work your way down to smaller groups
Question 4
True or False? You can access your dashboards using the Salesforce1 mobile app.
A. False
B. True
Question 5
Where should an end user begin spreading from?
A. Credit Memo Summary Page
B. Relationship
C. Loan
D. Primary Contact
Solutions:
| Question 1 Answer: B | Question 2 Answer: B | Question 3 Answer: C | Question 4 Answer: B | Question 5 Answer: C |
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