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.

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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 Auto-Assessment

Summary of Nimo auto-assessment service (time 1:50)

  • Viewing Assessment Dashboard
  • Apply digital Data to policy
  • Manually override referred rules
  • Definition of Approved
  • Submit to loan contracts
 

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 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 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

View our sample forms all made within minutes 

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