Servicing – Overview tab

After clicking the ‘Servicing’ layer, you will land on the ‘Customer Search Screen’. Your customers are typically sorted into 2 categories:

1. Customer – ‘Consumers’ with personal banking products (e.g. Home Loans, Personal Loans, Personal Credit Cards etc.), or
2. Business – ‘Sole Traders’, ‘Partnerships’ or ‘Companies’ with commercial lending/business products

NOTE: The view you will see on this screen, is dependent on the configuration set up for your organisation and whether you offer both personal and business banking products through Nimo.

This screen is your customer database designed for you to easily locate the right customer for account servicing!

Searching for a customer 

In the search field at the top right, users can search for a specific customer by entering part or all information from:

• Personal Customers: The first 4 columns – Applicant Name, Customer Number, Email, Phone & Salesperson (if there is one assigned)
• Business Customers: All columns – Name, Email, Phone, Business/SMSF Name, ABN & Relationship Manager

Example:  The search field will look for exact matches to the string of characters entered. This can save you typing out the whole string.  

Although the page will only display 25 rows per page initially, it won’t matter when using the search customer function as it will automatically search the entire customer base in the respective customer base (Customer or Business).  However, if you need to manually search the database you can expand the amount of rows shown on each page by navigating to the bottom right and selecting a different amount of rows from the available options (10, 25, 50 or 100).

Tip: using the last 3-4 numbers of the customer phone number is a quick easy way to find the customer. Alternatively, the last 3-4 numbers of their customer number.

Personal Customers:

1. Applicant – Customer’s name
2. Email – Customer’s preferred Contact email
3. Phone – Customer’s preferred contact phone number
4. Salesperson – Your organisation’s assigned Salesperson to this customer
5. Modified – A timestamp of the last an action was completed on the customer

Business Customers:

1. Customer Name – Customer’s name
2. Customer Email – Customer’s & business’s preferred contact email
3. Customer Phone – Business’s preferred contact phone number
4. Business/SMSF Name – The name of the registered business or Self Managed Super Fund (SMSF)
5. ABN – The Australian Business Number under which the sole trader or business is registered
6. Relationship Manager – The ‘Relationship Manager‘ from your organisation assigned to this customer

Once the correct customer has been located, click ‘Edit’ to enter the customer’s account servicing area.