nCino
Cloud banking platform for loan origination, account opening and portfolio management at banks and credit unions.
- Category
- Payments & Banking
- Type
- Banking software
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- nCino API docs
02Data
What you can sync.
- Loans
- Relationships
- Deposit accounts
- Documents
Bring nCino loans into the same model as revenue and costs, so finance and operations read the same numbers.
Need more? Name any other nCino data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
nCino uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in nCino if you need help.
04How it works
How it works in DataMind.
-
Pick nCino.
Open Lake, pick nCino in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the nCino API docs.
-
Answer a few questions.
The AI reads the nCino documentation, then asks which credentials you will use, which data to sync (for example loans and relationships), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then nCino data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
