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How to Share Loan Details with Your Borrower or Lender
How to Share Loan Details with Your Borrower or Lender

Learn how to send a loan review reminder via text. Your borrower or lender can access the loan link for more information.

Airion avatar
Written by Airion
Updated over a week ago

This guide will walk you through the simple process of sharing the details of a loan directly with your borrower or lender (counterparty) within Zirtue. Whether it's a reminder for your lender, a recap of the loan terms, or a way to keep everyone on the same page, sharing your loan details is straightforward.

Important Notes:

Before proceeding, here are a few key points to keep in mind:

  • Ownership: Only the creator of the loan can obtain and share the loan link.

  • Privacy: The designated receiver of the loan is the only person who can access the loan details through the shared link. If the link is opened on any other device, the loan details will remain invisible.

  • Registration: The designated receiver must be registered with Zirtue to review the loan details.

Step-by-Step Instructions:

Access the Loan on the Home Screen

  • Begin by navigating to the HOME SCREEN within the Zirtue app.

  • Find and tap on the specific loan that you've created.

Share the Loan

  • In the top-right corner of the loan summary screen, locate and tap the "SHARE LOAN" option.

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Choose How to Share the Link

A menu will appear with two sharing options:

  • Copy Link: This option allows you to copy the loan link to your clipboard, which you can then paste and send through your preferred messaging app.

  • Share Directly: If you select this option, you can share the loan link directly with your designated receiver (either the lender or borrower) through your device's sharing functionality. Choose your preferred messaging app or communication channel.

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