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Share Externally

Send a secure, read-only, time-limited link to a lender or partner outside the platform. No account needed on their end.

Written by Kaylan Pepin

Sometimes you need to share a deal application with someone outside the platform: a lender contact, a referral partner, or anyone else who needs visibility into the deal without being part of your workspace. Share Externally sends a secure, read-only link to anyone, with an expiration date you set.

Click through the walkthrough above to see the whole flow, then follow the steps below.

Step 1: Go to your deals tab

Click the Deals tab from your dashboard to see all your active deals in one place. Find the deal you want to share and click into the deal card to open it.

Step 2: Open the application

Navigate to the Application section inside the deal to review the specifics and current status. This is the view your external collaborator will have access to when you share it.

Step 3: Click the share button

Click the Share button to open the external sharing settings. This is where you control who gets access and for how long.

Step 4: Add external collaborators

Enter the email addresses of the people you want to share with in the Add emails to invite field. External collaborators receive read-only access. They can view the application but cannot make changes to it.

Step 5: Set the link expiration

Adjust the link expiration period for each collaborator to control how long they can access the deal. Choose the access duration that fits the situation. For example, 14 days gives your collaborator enough time to review while keeping the window tight. Once the link expires, access is revoked.

Step 6: Click share

Click Share to send the secure, time-limited link to your selected collaborators. They will get access to the application without needing an account.

Why use Share Externally

  • No account required. External partners do not need to sign up for the platform. They click the link and view the application.

  • Read-only access. External collaborators can see what they need but cannot edit anything.

  • Time-limited links. The link carries the expiration you set. Once it expires, access is gone, so there is no need to manually revoke anything.

  • Fast. Sharing takes seconds. No email chains, no PDFs, no re-explaining where to find things, just a direct link to the application.

Tips for sharing externally

  • Match the expiry to the timeline. If you need a quick turnaround, set a shorter expiration. If you are giving someone time to review thoroughly, 14 days is a good default.

  • Use Share Externally for lenders outside the platform's network. If you are working with a lender who is not integrated with the platform, this is the cleanest way to get them the application details they need.

  • Double-check the application before sharing. Review the application status in the Application section before sending the link, and make sure it reflects the most current and accurate information.

  • Let your collaborator know to expect the link. Give them a heads-up so they know to look for the email and do not miss it.

Common questions

Q: What's the difference between Share Externally and Share with Clients?
A: Share with Clients invites your client into the Client Portal where they can actively collaborate on the application. Share Externally sends a read-only link to anyone outside the platform, with no portal access and no account needed, just a secure view of the application.

Q: Where do I find the Share button?
A: Inside any deal, navigate to the Application section and you will find the Share button there.

Q: What happens when the link expires?
A: Access is revoked. The collaborator will no longer be able to open the link after the expiration date you set.

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