💼 nCino Certification Exam Study Guide | 2025
Edition
Comprehensive Q&A Review for nCino Platform Mastery
✔ 100+ exam-style questions with detailed answers
✔ Covers product catalog setup, loans, routing, document manager, risk ratings, and more
✔ Ideal for professionals preparing for the nCino certification or needing a refresher
This guide provides in-depth practice and clear explanations to help you pass the exam with confidence and apply
your knowledge in real-world nCino environments.
Prepare smarter. Build mastery. Pass your certification exam with ease.
, nCino Certification Exam with Answers Focus on Your Success
True or False? The spelling and punctuation must be identical when setting up the back-end product
catalog and the front-end product catalog.
-True
-False
Answer: True
What is the structure of the Product Catalog?
-Product Line—Product Type - Product
-Product Line - Product - Product Type
-Product - Product Line - Product Type
-Product Actual - Product Type - Product Line
Answer: Product Line - Product Type - Product
Which tool is used to configure the Product Catalog on the back end?
-Copy Loan Plus Tool
-DM Admin Tool
-Standard Cloner Tool
-Document Manager Tab
Answer: DM Admin Tool
What factors influence the available options for Product Line, Product Type, and Product picklists?
-Field Level Security
-Field Dependencies
-Clickback protection
-Workflow + Field update
Answer: Field Dependencies
True or False? A Loan is transformed into a lead via the "Convert to nCino" button----- True
-False
Answer: False
,Which methods can be used to create a Loan in nCino? (Select Two)
-Converting a Lead to a Loan
-New Loan Product button from Relationship
-Adding from Entity Involvement Related List
-Collateral Management Manage Collateral Button
Answers:
New Loan Product button from Relationship
Collateral Management Manage Collateral Button
When a lead is converted, which of the following is NOT generated?
-Loan
-Memo
-Individual Relationship
-Business Relationship
Answer: Memo
What is the name of the junction object that usually connects Loans to Relationships and Deposits?
-Collateral Management
-Entity Management
-Connections Plus
-Entity Involvement
Answer: Entity Involvement
Which fields are required when converting a Lead into a Loan?
- Product Information
- Customer Contact Information
- Related Entities
- Relationship and Loan Lookups
Answer: Product Information
, If a Route with the App Name 'third-party-reports' is assigned to a Group through Route Group
without a Parent Route, where will it be displayed?
- In the Magic Wand
- It will not appear due to the absence of a Parent Route
- The Main Navigation
- The Secondary Navigation
Answer: The Main Navigation
Is it true or false that adding 'tool-' or 'action-' at the beginning of an App Name on the Route object
will enable the Route to be displayed in the Magic Wand?
- True
- False
Answer: True
From which Objects can ncDataGrid access field sets?
- The Source Object where the UI is located
- A related Object to the Source Object
- A related Object of a related Object to the Source Object
- A Visualforce page
Answer: The Source Object where the UI is located
When configuring a Route to reference a VisualForce Page, which field contains the API name of that
VisualForce Page?
- Route Name
- App Name
- Screen Name
- Body
Answer: Body
The 'Loan Details' Main Navigation features a Sub Navigation labeled Questionnaire, which should
be the first Route displayed upon clicking 'Loan Details'. Where is the 'Default Context' checkbox
selected to ensure the Questionnaire appears first?
Edition
Comprehensive Q&A Review for nCino Platform Mastery
✔ 100+ exam-style questions with detailed answers
✔ Covers product catalog setup, loans, routing, document manager, risk ratings, and more
✔ Ideal for professionals preparing for the nCino certification or needing a refresher
This guide provides in-depth practice and clear explanations to help you pass the exam with confidence and apply
your knowledge in real-world nCino environments.
Prepare smarter. Build mastery. Pass your certification exam with ease.
, nCino Certification Exam with Answers Focus on Your Success
True or False? The spelling and punctuation must be identical when setting up the back-end product
catalog and the front-end product catalog.
-True
-False
Answer: True
What is the structure of the Product Catalog?
-Product Line—Product Type - Product
-Product Line - Product - Product Type
-Product - Product Line - Product Type
-Product Actual - Product Type - Product Line
Answer: Product Line - Product Type - Product
Which tool is used to configure the Product Catalog on the back end?
-Copy Loan Plus Tool
-DM Admin Tool
-Standard Cloner Tool
-Document Manager Tab
Answer: DM Admin Tool
What factors influence the available options for Product Line, Product Type, and Product picklists?
-Field Level Security
-Field Dependencies
-Clickback protection
-Workflow + Field update
Answer: Field Dependencies
True or False? A Loan is transformed into a lead via the "Convert to nCino" button----- True
-False
Answer: False
,Which methods can be used to create a Loan in nCino? (Select Two)
-Converting a Lead to a Loan
-New Loan Product button from Relationship
-Adding from Entity Involvement Related List
-Collateral Management Manage Collateral Button
Answers:
New Loan Product button from Relationship
Collateral Management Manage Collateral Button
When a lead is converted, which of the following is NOT generated?
-Loan
-Memo
-Individual Relationship
-Business Relationship
Answer: Memo
What is the name of the junction object that usually connects Loans to Relationships and Deposits?
-Collateral Management
-Entity Management
-Connections Plus
-Entity Involvement
Answer: Entity Involvement
Which fields are required when converting a Lead into a Loan?
- Product Information
- Customer Contact Information
- Related Entities
- Relationship and Loan Lookups
Answer: Product Information
, If a Route with the App Name 'third-party-reports' is assigned to a Group through Route Group
without a Parent Route, where will it be displayed?
- In the Magic Wand
- It will not appear due to the absence of a Parent Route
- The Main Navigation
- The Secondary Navigation
Answer: The Main Navigation
Is it true or false that adding 'tool-' or 'action-' at the beginning of an App Name on the Route object
will enable the Route to be displayed in the Magic Wand?
- True
- False
Answer: True
From which Objects can ncDataGrid access field sets?
- The Source Object where the UI is located
- A related Object to the Source Object
- A related Object of a related Object to the Source Object
- A Visualforce page
Answer: The Source Object where the UI is located
When configuring a Route to reference a VisualForce Page, which field contains the API name of that
VisualForce Page?
- Route Name
- App Name
- Screen Name
- Body
Answer: Body
The 'Loan Details' Main Navigation features a Sub Navigation labeled Questionnaire, which should
be the first Route displayed upon clicking 'Loan Details'. Where is the 'Default Context' checkbox
selected to ensure the Questionnaire appears first?
