nCino Loan Management System

What you'll learn
Help in understanding the nCino Application
Configuration about nCino loan management system
Different use cases of nCino application
End to end configuration for the nCino features
Configure Forms
07:17
Requirements
Salesforce Admin basic knowledge about Objects, Validation Rule, Flow, Email Templates, Custom Setting
Description
nCino is the worldwide leader in cloud banking. Its Bank Operating System improves employee efficiency while enhancing the customer experience for onboarding, loans, and deposits across all lines of business. Through its Bank Operating System, nCino leverages the power and security of the Salesforce platform to deliver a complete banking solution. nCino's technology enables financial institutions (FIs) of all sizes to expand market share, adapt to meet regulatory compliance, drive profitability and optimize operational transparency. Institutions using nCino's Bank Operating System can leverage a scalable and secure solution that can adapt to market changes, institutional restructuring, and changing customer expectations.
Describe the nCino platform.
List the capabilities of the nCino Commercial solutions.
Explain the relationship nCino has with Salesforce.
Configuration of the nCino features.
Customer and Connection Management
With the Households feature, you can use Connections to group relationships together into a household.
Entity Involvement, where we can easily view and manage the relationships and authorized signers connected to your loans.
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.
Using nCino's Team Alert feature, one or more Loan Team Members are sent an email when desired Loan conditions are met.
Who this course is for
Salesforce Administrators
Salesforce Developer
Salesforce BA
Developer(Work on Loan Management System)
Homepage
https://www.udemy.com/course/salesforce-ncino-loan-management-system/