nCino Commercial Banking Configuration 301 Bootcamp

nCino Training for Commercial Loan Origination:

1. Introduction to Commercial Loan Origination:
   • Understanding the key concepts and processes involved in commercial loan origination.
   • Exploring the significance of efficient loan origination in the banking sector.
2. Product Catalog Mastery:
   • Comprehensive overview of the nCino product catalog.
   • In-depth exploration of various products, features, and customization options.
3. User Interface (UI) Optimization:
   • Navigating and customizing the nCino UI for enhanced user experience.
   • Tips and tricks for maximizing efficiency through UI optimization.
4. Form Generation Techniques:
   • Hands-on training on form generation within nCino.
   • Customizing forms to meet specific organizational needs and compliance requirements.
5. Document Management Best Practices:
   • Strategies for efficient document storage and retrieval.
   • Ensuring compliance with document management standards.
6. Understanding Products in nCino:
   • Detailed insight into the diverse range of products available in nCino.
   • Real-world scenarios to illustrate the application of different products.
7. Establishing Connections:
   • Teaching effective methods for establishing and managing connections within nCino.
   • Integrating data seamlessly between different entities.
8. Entity Involvement and Collaboration:
   • Facilitating collaboration among different entities within nCino.
   • Strategies for effective communication and workflow management.
9. Fee Management Techniques:
   • Explaining the fee management module in nCino.
   • Practical exercises on setting up, modifying, and tracking fees.
10. Memos and Communication:
    • Utilizing memos for effective communication within nCino.
    • Best practices for documenting important information and decisions.
11. Streamlining Approval Processes:
    • Understanding the approval workflow in nCino.
    • Tips for streamlining and expediting the approval process.
12. Implementation of Validation Rules:
    • Creating and implementing validation rules for data accuracy.
    • Troubleshooting common issues related to validation rules.