Description:
At times during the course of a loan application, a loan officer may need to have a borrower provide an answer to a specific question and provide documentation for this question and answer with an acknowledgement or their signature and time stamp. Rather than needing to create a separate document, Borrower Inquiry tasks will generate a document showing the question, borrower answer, borrower generated signature, and date of completion.
Settings:
The 'Inquiry Task enabled' setting has been defaulted on for all companies. Any changes wanted to this setting must come from a Company Admin and requested through support.
How it Works:
Follow the steps below to request a Borrower Inquiry task within nCino Mortgage.
- Navigate to the Tasks tab of the loan file within nCino.
- Click 'Create new task' and select 'Borrower Inquiry' from drop down list.
- Either select a Template, if a Borrower Inquiry Template already exists, or enter a custom title, question and/or agreement.
- Once the task is created, the borrower can enter a unique response and acknowledge the agreement if one exists.
- Once the task is completed, nCino will generate a document with the task name, question, borrower response, acknowledgement, if applicable, and borrower name, email, date, and a generated borrower signature.
Additional resources:
Published: 09/05/2025 Last Update: 09/05/2025