Hi, I have this platform where there are two types of users, Borrower, and Lender. When Borrower post a loan request, then all lender can send their quotes for that particular loan request. All these quotes can be viewed by borrower on that particular loan request.
Now, Once borrower see all the quotes, he can ask lenders to send term sheet, which will be notified on lender side that borrower requested term sheet, so then he will send a term sheet, borrower can ask for modification and again request modified term sheet.
What I want to do?
So, what I want to do is, I want all this process to take place without lender has to signup. Right now the lender signup and when he send quotes, his quote is being saved in databse, which borrower can view, and know which borrower sent that quote and he can message him or request term sheet. So is it possible to do all this process without having the lender to signup and create account? Beause it is not just one time job, borrower can request term sheet and ask for modification etc again and again.
there are several ways to tackle this but keep in mind that having user accounts enables you to have better control over how your data is being exposed via privacy rules.
I am guessing you’re not intending to make term sheets public.
You can sign up users yourself via the sign the user up action by choosing the pw/email for them and then send them a magic login link via email once a day / week when new loan requests are there (in case you are asking for emails).
If asking for their email is not an option you could potentially control this via a url parameter or path e.g.: yoursite.com/thread/unique_id (= link that covers the convo between lender and borrower)
Hi, thanks for your reply, I want to potentially control this via a url parameter or path. Can u please further explain a bit how this could be done. Thanks a lot!
Sure no worries, the simple steps to achieve this through a URL path would be:
You’d create a new page for the conversation between borrower and lender called e.g. “thread”.
Create a data type Thread representing that conversation (guess you had that already)
Set that page’s data type to Thread
Add a text element and add Current Page Thread's Creation Date inside of it
Go to a page like yoursite.com/version-test/thread/unique_id where unique_id is the unique id field for an example Thread you have to create in your database
(6. Now when a lender clicks on a borrower’s request to make an offer, you’d create a new Thread between the two with the request attached and then use the “Go to page” action to get the lender to your thread page by sending the new Thread with it)
