DASVM provides in-depth What is Salesforce nCino. We provides a great platform to boost your knowledge with good enough study materials along with detailed explanation. Salesforce nCino will provide you detailed understanding of all the core concepts practically so that it will assist you to qualify the related exams Certification Exam.

Course Objectives:

In this course, you will learn to:

• Provide support to the nCino user base around day-to-day activities including configuration, support, maintenance and improvement of the platform.
• Identify, diagnose and resolve end user problems in an effective, timely and courteous manner.
• Design, document, build, test and deploy enhancements to nCino custom objects, page layouts, workflows, alerts, reports, dashboards, and processes to continuously improve data quality, process integrity and productivity.
• Assist with the institution’s data maintenance including auditing and diagnosing data integrity issues and completing bulk imports of data.
• Perform intermittent application testing of new nCino releases and internal organizational changes.
• Participate in future conversions and configurations planned for the Bank as part of our roadmap.
• Develop training plans, materials, and documentation for application users, keep materials up to date, coordinate new user and ongoing training sessions for new employees. Assist in communicating change management for the system.
• Identify opportunities to leverage the applications to support additional business intelligence, processes improvements and efficiencies and new functionalities.

Course content

nCino Introduction and Commercial Lending Process Overview

• Introduction to nCino Community
• Commercial Lending Process Overview
• Loan UI and Overview of nCino Administration page
• Hands On Exercises.

nCino UI

• nCino UI Data Model.
• Hands on Exercise and Q&A

Loan Conversion and Field Mapping

• Loan Conversion From Opportunity.
• Field Mapping.
• Hands on Exercise and Q&A

Product Configuration and Entity Involvement

• Product Configuration
• Entity Involvement
• Hands On Exercises

Connections and Exposures

• Connections Configuration​
• Create a Connection​
• Households Configuration​
• Create a Household​
• Gold Standards​
• Exposure Overview
• Hands On Exercises

Product Package Configuration and Credit Memo

• Product Package Introduction
• Product Package Configuration
• How to Use Credit Memo
• How to Configure Credit Memo
• Form Generation Additional Feature
• Hands On Exercises

nCino Approval Process and Change Memo

• Approval Process Overview
• Approval Process Configuration
• Loan UI After Approval Process
• Change Memo Overview
• Hands On Exercises

Credit Action, Short Term Extension, Adverse Action

• Credit Action Overview
• Short Term Extension
• Change Memo
• Adverse Action
• Hands On Exercises.

Fees and Rate and Payment Structures

• Fee Configuration Overview
• Rate Structure
• Payment Structure
• Hands On Exercises

Risk Rating

• Risk Rating Overview
• Key Elements
• Impact On Borrowers
• Configurations for Risk Rating
• Hands On Exercises

Collateral Management

• Collateral Management : Introduction
• Overview
• Collateral Types
• Collateral Pledged
• Liens

Covenant Management

• Overview Of Covenant Management
• Covenant Compliance
• How to use Covenant Management
• How to Add New Covenants
• How to Add Existing Covenants
• How to Configure Covenant Automated Testing​
• How to Configure Covenant Management
• Covenant Compliance
• Hands On Exercises

Policy Exception and Smart Checklist

• Overview Of Policy Exception.
• Smart Checklist Configuration.
• Hands On Exercises

Document Manager

• Document Manager Overview
• Working With Document Manager
• Configuring Document Manager

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