Covenant Compliance records are created "X" days prior to the "Next Evaluation Date" based on?

A. The number of days specified by the user

B. The Covenant type

C. The frequency

D. The status

Which one of the following is NOT a tab available on your Homepage toolbar?

A. Loans

B. Summary

C. Overview

D. Reports

The Customer Information (CIP information - i.e. date of birth, drivers license) for an Individual Relationship is stored here.

A. Leads

B. Connections

C. Contacts

D. Overview

True or False: A Limit or a Sub Limit adds additional exposure to the overall hierarchy.

A. True

B. False

What determines the available choices of Product Line, Product Type, and Product picklists?

A. Field Level Security

B. Field Dependencies

C. Clickback protection

D. Workflow + Field update

Which section of your homepage can be configured to show the reports you choose to have displayed?

A. Dashboard

B. Contacts

C. Calendar

D. My Tasks

True or False: During Approval Process, the Stage field on Product Package and Loan are what controls the syncing for Approval.

A. True

B. False

What data points related to Collateral MGMT is recommended to be used when starting Collateral Docman Smart Checklists?

A. Collateral Type-> Type/Subtype

B. Loan to Value

C. Collateral Pledge

D. Address

E. Collateral History

The Product Catalog is configured on the back end by using what tool?

A. Copy Loan Plus Tool

B. DM Admin Tool

C. Standard Cloner Tool

D. Document Manager Tab

True or False: You can add Fees from Product Package.

A. True

B. False