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What method of organization should be used to create the Loan Document Manager Smart Checklists?
When loans are renewed or modified, the financial institution would like to ensure that Loan Team Members (related list) are not copied from the original loan. Which ConfigVal setting should be reviewed or edited to prevent this?
True or False? Collateral Placeholders can be imported into Loan Documan.
True or False: The roles used in loan team member alerts configuration are the standard Salesforce roles.
When configuring Loan Team Member alerts, what loan field is populated via workflow to initiate the notification?
