What happens when a user views the Loan Details section in different loan stages in nCino?

In nCino, the Loan Details section is designed to present information that is relevant to the specific stage of the loan process. As a loan moves through different stages—such as application, underwriting, closing, and funding—the data and fields displayed can change to reflect the unique requirements and processes pertinent to each step. This design ensures that users are provided with the most relevant information and options they need to effectively proceed with each stage of the loan lifecycle.

For example, during the application stage, a user might see fields that pertain to borrower information and loan details, while at the underwriting stage, the focus may shift to risk assessment fields and documentation requirements. By tailoring the visibility of fields according to the loan stage, nCino enhances the user's experience by providing contextual information, thereby allowing for a more streamlined and efficient workflow throughout the commercial banking process.