nCino Spring ‘23 Release Highlights

Zennify Team

As a top nCino consulting partner, we’ve taken the time to review the Spring ‘23 release to share the highlights with you. Please reach out to us to discuss how your financial institution can leverage these updates to enhance your efficiency.

Release Highlights

LaserPro API (US)

Applies to: Commercial, Retail, Small Business

Finastra’s LaserPro is one of the most prevalent software solutions for loan documentation preparation. nCino’s LaserPro integration was previously flat, requiring users to export a file from nCino and manually upload that file to LaserPro. There was no flexibility with updating the extract file. The Spring release is bringing new life to the Document Preparation Integration with Finastra’s LaserPro Cloud Connect API and we’re here for it!

Flood Services Integration | CoreLogic Flood (US)

Applies to: Commercial, Retail, Small Business

With the Spring release we also get the option to leverage a new productized integration with CoreLogic! This productized integration will allow authorized users to request and manage flood determinations for loans in all 50 U.S. states and territories. The integration automates the capture of flood certification and flood map documents from one of the leading flood service providers in the U.S.

Smart Checklist (Global)

Applies to: Commercial, Retail, Small Business

Administrators can now configure a system property to prevent requirement syncs for specific users. Additionally, administrators can specify which user’s record activity should not trigger auto-generation.

Customer Engagement (Global)

Applies to: Retail, Small Business, Mortgage UK

nCino has put a heavy focus on accessibility for both the platform environment as well as their customer portal experience. Here are a few of the usability enhancements we’re excited about this Spring:

Salesforce State and Country/Territory picklist support
- nCino’s Ideas community gives customers and partners the ability to share their ideas with nCino for improvements to the platform and we’re proud that an idea from our own nCino Community Champion, Nicolette Barbitta, is included in this release.
- Gone are the days of having to create a custom State and Country picklist field to map to the standard Salesforce address fields. With support for the Salesforce State and Country/Territory picklist admins can now leverage all standard Salesforce address fields across the platform leveraging the Salesforce State and Country/Territory picklists.
Address Autocomplete for text fields in online applications for loan and deposits. As users enter text, the system returns address location predictions in the form of a drop-down picklist

Conditions (Global)

Applies to: Commercial, Small Business, Mortgage UK

Leverages Smart Checklist feature and allows financial institutions to associate, assign, and monitor conditions on a loan. Conditions feature interacts with both Document Manager and Document Generation, retrieving loan conditions and automatically adding them into financial institutions’ official documents such as credit memos or offer letters.

Users can now:

Add conditions to a loan from three templates:
- Conditions that the financial institution predefines
- Conditions that require the user to complete certain parameters
- Custom conditions that provide flexibility for users to create conditions from scratch
Set condition type to Precedent (pre-booking) or Subsequent (post-booking).
Assign conditions to a user, a role, or a queue and establish conditions’ due date
Carry out certain actions, such as extend conditions, waive conditions, upload a document in order to fulfill conditions, and delete conditions