nCino
Xperience
Synergy
100

This is where you key in all loan applications.

What is Loan App Tracking?

100

This is the transaction code for ALL HELOC loan payments.

What is a tran code 33?

100

This is what you should do if you have scanned a doc and don't see it.

What is email Loan Ops?

300

This is where you document customer contact.

What is Chatter?

300

This is what you should look for first on a HELOC, CI and AG loan type.

What is a bill?

300

This is how you should scan documents.

What is individually?

500

This is where you check daily.

What is Tasks?

500

This is the fee per release to release a credit line deed of trust.

What is $55?

500

This is how often you should check Synergy.

What is daily?