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