Individual lender

The user type lender (without organization) describes a user that will be able to invest in projects on the platform. As the user type borrower, the lender needs to go through the completion of his profile after the creation of his account. Once validated, the user will be able to invest in a project.

Account creation

1. Click on S'inscrire in the header.

   

2. This dialog will open.

   

3. Fill the form of the step 1 as follow and click on Suivant.

   

   INFO

   The term US Person includes the following in accordance with US FATCA regulations:

   • a person residing in the United States;
   • a citizen of the United States, including a person born in the United States, but residing in another country;
   • some people who spend a significant number of days in the United States each year;
   • US companies, US partnerships and US trusts.

   A US Person is not allowed to use this platform.

4. Fill the form of the last step and click on S'inscrire.

   TIP

   While testing the platform, an email address can be used just once but you can always use email aliases 😉 (i.e. with Gmail: example +alias @gmail.com).

5. You will be redirected to a confirmation page and receive an email to validate your newly created account.

   INFO

   The account is automatically validated if one of the condition below is valid:

   • process.env.ENV !== "production"
   • process.env.E2E_TEST === "yes"

   
   

Profile completion

1. Login.

2. Open the header and go to complete profile by clicking on Compléter mon profil.

   

3. This is the progress of completion of your profile. Fill the forms until your reach 100%.

   

Profile submission

1. The button Soumettre mon profil will pulse when you can submit your profile. Click on it and then click on Valider.

   

   INFO

   This action will change the profile status of the user from NOT_SUBMITTED to SUBMITTED and set the property profileSubmittedAt.

2. You should then see the confirmation that your profile has been submitted.

   

3. Next step will be to login to the admin dashboard and approve this lender.

Account deletion

1. Login.

2. Open the header and go to settings by clicking on Paramètres.

   

3. Click on the red button Supprimer mon compte

   

4. Type SUPPRIMER MON COMPTE and click on Confirmer.

   

5. You should then see this confirmation as a feedback. Click on Ok to logout and go the homepage.

   

INFO

The deletion of an account will be done differently depending on its situation:

Conditions	Result
Has a wallet Has money in wallet	❌ "Please debit the money first"
Has a wallet Has investments to be reimbursed	❌ "You have some investments that are not reimbursed yet, please wait until it's fully reimbursed"
Has a wallet Has no money in wallet Has no investments to be reimbursed	✔️ disable account
Has no wallet	✔️ permanent delete