Prerequisites

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To set up the nCino Loan-Mambu connector you need to have the following:

  • A Mambu Process Orchestrator (MPO) subscription to integrate the platforms.
  • An nCino environment.
  • A Mambu environment.

Once you have these required items you can start preparing your connector by setting up your Mambu environment.

Mambu setup

You must use the Mambu UI to create the following three new custom fields for the loan accounts entity:

  • nCino loan account id: Used to push the nCino loan account ID as an external ID in Mambu.
  • Payment holiday setting: Used to capture the payment holiday state.
  • Mambu initial loan account id: Used to store the Mambu initial loan account ID for refinanced and rescheduled accounts.

Follow these steps to complete your setup:

  1. Go to your Mambu tenant.
  2. In the main menu go to the Administration > Fields.
  3. Select the Loan Accounts entity and create a new Custom Field Set or use an existing one.
  4. Select Add Custom Field to create the following custom fields:
FieldSettingValue
nCino loan account idtypeFree text
usageAvailable and Default for all products
rightsView and Edit for at least the API user used for this connector
Payment holiday settingtypeCheckbox
usageAvailable and Default for the products that allow payment holidays
rightsView and Edit for at least the API user used for this connector
Mambu initial loan account idtypeFree text
usageAvailable and Default for all products
rightsView and Edit for at least the API user used for this connector