Nimo Customer Portal

Overview of how to use Nimo 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 customer notification

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 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 Forms

Visit the site to see some examples of custom forms

  • Long form home loan
  • Short form loan demo
  • Lender select broker demo
  • Generic deposit demo
  • Review previous 2020 demo form