Free digitised checklists - get going in 30 seconds.

What Happens Next

For your customer(s)

1. After a short wait (no more than 1 hour), your customer will receive a SMS

2. When they follow the link they’ll be instructed to download Nivo App from the Apple App Store or Google Play Store as applicable

3. Once they download the app they’ll go through a simple registration process

4. They will then be taken to a branded secure instant messaging channel with your firm

5. They will be presented with the checklist

6. As they press through the checklist they will be given actions to complete

7. Where they haven’t completed any tasks they’ll be chased on these every with a friendly reminder

After a short wait (no more than 1 hour), your customer will receive a SMS
When they follow the link they’ll be instructed to download Nivo App from the Apple App Store or Google Play Store as applicable
Once they download the app they’ll go through a simple registration process
They will then be taken to a branded secure instant messaging channel with your firm
They will be presented with the checklist
As they press through the checklist they will be given actions to complete
Where they haven’t completed any tasks they’ll be chased on these every with a friendly reminder

For you

After a short wait (no more than 1 working hour), you will receive an email
By following the link in the email you will be able to access Nivo Hub (in Google Chrome) where you will be able to see the checklist and conversation with your customer(s)

NB - your initial password is in the email
As the customer(s) complete tasks you will receive email notifications
If the customer(s) send you a message you will receive email notifications
Once the checklist is complete we’ll email you with a link to Nivo Hub to access the information
You’ll also have been SMS’d a link to download Nivo App - from here you can ask us a question at any time and once the checklist is complete we’ll also send the information gathered to you in this channel
If you want us to securely submit the checklist data, documentation, evidence and approvals directly to a lender, you can do that by completing the form you’ll have been sent in Nivo App

How can I get support

Once you’re into Nivo app you’ll be able to instant message us any time with any queries

Templates

SMS to customer(s):

Hi Michael Common, it’s The checklist Broker here. To continue your case there are a number of items we need to gather. You can do this quickly and easily using Nivo, a secure messaging app. Follow this link to access Nivo: https://links.nivohub.com/l/h6p

Email to broker:

Hi <<name>>

Thanks for submitting your checklist via Nivo.

To see what is going to happen now follow this link.You can access Nivo Hub at any time to see the conversation(s) with your customer(s), their progress on the shopping list and the documents, evidence and approvals provided.Your initial password is <<insert password>>. Your MFA code for 2-factor authentication will be sent to via SMS to <<insert mobile phone number>>Button <<Access Nivo Hub>>