Learn more about Nimo from our document library

View our cataloge of Nimo documents to help you use Nimo’s white-labelled platform to improve your customer journey and business efficiency.

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 Notification
     

    Nimo Customer Portal

    Overview of how to use 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 form
    • 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