Cheatography
https://cheatography.com
The ticket system through nCino is in place that can be accessed by either the “Submit a Request” or “Report an Issue” buttons. This is a great tool for tracking purposes and to see where we can improve our processes and become more efficient. Included in this job aid are higher volume submissions that with some additional context can help empower the user to resolve without waiting on the nCino Admin team.
This is a draft cheat sheet. It is a work in progress and is not finished yet.
Credit Pull Errors
Credit Report Dashboard:
Homepage > Resource Links |
Successful or unsuccessful credit pulls, identify issues; i.e. Credit Freeze |
Relationship Document Manager |
Credit Report Placeholder with an image of the report, identify issues; i.e. Credit Freeze |
Zero Credit (No Trade lines) |
Refer to report image in Credit Report Placeholder |
Mailing Address |
Social Security Number – SSN |
Credit Bureau Freeze |
Universal Search |
Advance to Underwriting
Consumer Loans - Pending Offer Selection: Homepage |
Credit Auth/Joint Intent Sub-Route |
Application Route |
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Product Trades
Complete product trade, i.e. HELOC loan to AUTO loan |
Partial product trade, i.e. Auto Loan to VIP AUTO loan |
Decisioning Information
Recommend Manual Review by Underwriting |
Recommend Manual Review by Underwriting (No Offers |
No Pricing Options |
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