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