This guide will walk you through the simple process of sharing the details of a loan with your borrower or lender (the counterparty) in Zirtue.
Important Notes:
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 not display.
Registration: The designated receiver must be registered with Zirtue to review the loan details.
Contact information: If the counterparty signs up with a phone number different from the one you entered during loan creation, they won't be able to see the loan details.
Step-by-Step Instructions:
1. Open the Loan Summary screen
From the HOME SCREEN, click on the loan that you would like to share.
2. Tap "SHARE LOAN"
In the top-right corner of the loan summary screen, locate and tap the "SHARE LOAN" option.
(IMAGE BELOW)
3. Choose How to Share the Link
IMAGE ABOVE - 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.