Free nCino Admin Health Check - Elite Admin Service

A quick self-check for the person who looks after nCino at your bank or credit union. Use it to spot small problems before they turn into big ones.

How to use this: Go through each section and tick every statement that is true for your team today. Be honest. A box you cannot tick is not a failure, it is a spot to look at first. It takes about 15 minutes.

1. Who has access

Access that nobody reviews is the most common way a system drifts out of control.

Everyone with a login still works at your institution. Each person’s access matches their job, and no more. Only a small number of people can make changes to how nCino is set up, and you know who they are. Someone is responsible for approving new access requests. When someone leaves or changes roles, their access is updated the same week.

2. Support requests

Problems that nobody owns tend to come back.

Every support request has a named owner. No request has been sitting without an update for more than a few weeks. Problems that keep coming back are fixed at the cause, not just patched each time. Staff know exactly how and where to report a problem. You keep a short list of known issues and what is being done about them.

3. Making changes safely

A change that goes straight to your live system can interrupt the work of every loan officer.

Changes are tried out in a practice copy of the system before they go live. Someone other than the person who made a change takes a look before it is released. There is a written record of what changed, when, and why. You know how to undo a change if it causes a problem. Changes are timed to avoid your busiest hours.

4. Upgrades and new releases

nCino sends out new releases on a regular schedule. Surprises are avoidable.

Someone reads the notes for each new release before it arrives. Your most important steps (like starting a new loan) are tested after each release. You know the date of the next release. Time is set aside for release testing, not squeezed in. Staff are told in advance about anything that will look or work differently.

5. Loan process and data

The system should match how your team really works today.

The stages of your loan process match what your team actually does. Required fields are ones staff really need, with no extras that slow people down. You check for duplicate customer records on a regular basis. Managers trust the numbers in their reports. Old settings that nobody uses have been reviewed or removed.

6. Who covers when the admin is out

A system that only one person understands is a risk.

Someone else can cover if your main admin is out for a week. How your system is set up is written down somewhere others can find it. You know who to call for an urgent problem. Someone decides what gets worked on first when requests pile up.

How to read your results

Most boxes ticked in a section: that area is in good shape. Keep doing what you are doing.
About half ticked: you have gaps that will cause trouble over time. Pick one or two to fix this month.
Few ticked: start here. This is where problems and surprises tend to come from.

nCino is the loan and account opening system many banks and credit unions run on. If you are not sure what some of these terms mean, our key terms list explains them in plain words.

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nCino Admin Health Check for Community Banks & Credit Unions