Learn more about Nimo from our document library

View our catalogue to help you use Nimo’s platform to improve your customer journey and business efficiency.

View our short videos that explain how Nimo works

Customer overview

Overview of how your Nimo white-labelled platform can improve the customer journey and business efficiency.

 

Nimo Overview

High level overview of Lenders view of the Nimo platform (time 1:19)

  • Dashboard
  • Forms
  • Modules
  • Company setup
  • Application management

Nimo Forms

High level overview of how to use Nimo to make custom forms (time 1:02)

  • Create a new form
  • Select required modules
  • Select visible & mandatory questions
  • Reorder modules
  • Publish and edit forms

Nimo Applications

Summary of Nimo application management (time 1:24)

  • Viewing Application Dashboard
  • Updating Application Status
  • First look at Application Details
  • Application requirements
  • Customer notifications
 

Nimo Customer Portal

Overview of the Customer Portal, post application submission (time 3:23)

  • White Labelled customer portal
  • Live co-creation environment
  • Request mandatory information
  • Simplified documentation management
  • Request info with notification
 

Nimo Modules

Overview of how to familiarise yourself with Nimo modules (time 1:14)

  • View modules independant of a form
  • View individual module questions
  • View customer experience
  • Design questions required for forms
  • Option choices by product category

Nimo Company settings

Setting up your Company settings and notifications in Nimo (time 1:26)

  • Setup customer form & portal logos
  • Setup customer form & portal colours
  • Customer notification settings
  • Email sender and footer settings
  • Upload custom product pricing file

Nimo Demo Form

View and example of a demo form and customer portal at our “bank.apply-online.” demo site

  • Long form home loan
  • Short form loan demo
  • Product calculations
  • IDyou demo
  • Bank Statements demo