Operational Stakeholder Guide
STAKEHOLDER WALKTHROUGHS
1. The Seller Experience
You are providing a service or shipping a product. You want guaranteed payment before you start working or shipping.
Step 1 — Setting the Terms STAGE 01
Log in instantly using device biometrics (Face ID or Touch ID). Click New Agreement, enter total price, select currency (USDC/EURC) and agreement type (Physical Goods or Digital Service), and enter buyer's email address.
NOTIFICATION SENT
System automatically emails an invitation to buyer and assigned counterparties.
Step 2 — Confirming Product Details STAGE 02
NOTIFICATION RECEIVED
"The buyer has accepted the terms."
Open dashboard and click Confirm Product Details. Upload specifications, photos, or quality certificates, then click Confirm and Share Product Details.
Step 3 — Total Peace of Mind (Funds Secured) STAGE 03
NOTIFICATION RECEIVED
"Funds Secured. You are cleared to dispatch."
What this means: 100% of the contract value is locked into a protected holding account. You can ship the goods or perform the service with zero payment default risk.
Step 4 — Delivery STAGE 04
Log into your dashboard. Select your shipping carrier, enter the tracking link or deliverable URL, and click Mark as Dispatched.
NOTIFICATION SENT
The buyer and verifier receive a prompt to review deliverables.
Step 5 — Instant Settlement STAGE 05 & 06
NOTIFICATION RECEIVED
"Delivery confirmed. Settlement complete."
What this means: Once performance conditions pass, USDC releases instantly to your settlement account. Download your official receipt directly from the dashboard.
2. The Buyer Experience
You are purchasing goods or services. You want to ensure the seller delivers what was promised before your money is released.
Step 1 — The Invitation ENTRY
NOTIFICATION RECEIVED
"You have been invited to a SendGlobe agreement."
Click the link in the email. Log in instantly using your device's built-in biometrics (Face ID or Touch ID).
Step 2 — Review & Accept STAGE 01
Review agreement terms, pricing, and inspection rules. The system runs an automated balance check on your settlement account. Click Confirm & Continue.
NOTIFICATION SENT
The seller is notified to upload final product specifications.
Step 3 — Securing the Funds (100% Protection) STAGE 02 & 03
Review the revealed product details and photos. Click Deposit to Holding Account and enter your 6-digit PIN to approve the transfer. An Emerald Funds Secured banner appears on screen.
Capital Protection: Money moves straight into a protected holding account. Neither party nor SendGlobe can access funds unilaterally until delivery conditions pass.
NOTIFICATION SENT
The seller receives the clearance alert to dispatch.
Step 4 — Reviewing Delivery STAGE 04
NOTIFICATION RECEIVED
"Your delivery is ready for review."
Inspect shipment tracking logs, inspection certificates, or uploaded files. Check the confirmation box ("I confirm I have received and verified the deliverables") and click Confirm Delivery.
Step 5 — Automated Settlement STAGE 05 & 06
What this means: The system verifies all conditions are satisfied and executes instant digital dollar settlement to the seller. An official receipt is saved to your dashboard.
3. The Lender Experience (Third-Party Financing)
You are a trade lender, factor, or financial partner providing a credit line or milestone funding for the buyer.
Step 1 — Agreement Invitation ENTRY
NOTIFICATION RECEIVED
"You have been added as the Financing Partner for a SendGlobe agreement."
Click the link to log into your institutional portal via Face ID or Touch ID.
Step 2 — Credit Review & Pre-Approval STAGE 01
Review contract parameters, buyer credit limits, and delivery conditions. Click Approve Financing Terms.
NOTIFICATION SENT
Buyer and seller receive confirmation that the credit allocation is approved.
Step 3 — Funding the Holding Account STAGE 02 & 03
NOTIFICATION RECEIVED
"Action Required: Deposit Milestone Capital."
Review final product photos and details. Click Deposit Capital to Holding Account and enter your 6-digit PIN to lock capital into the non-custodial holding account.
NOTIFICATION SENT
The seller receives clearance to begin work or shipping.
Step 4 — Settlement Audit & Ledger STAGE 05 & 06
NOTIFICATION RECEIVED
"Delivery confirmed. Capital disbursed to supplier."
What this means: The system disburses funds to the supplier upon verified delivery. Transaction ledgers and receipts are permanently archived in your institutional portal.
4. The Inspector Experience (Independent Verifier)
You are an independent verifier, customs officer, or marine surveyor hired to inspect deliverables before payment releases.
Step 1 — Assignment Invitation ENTRY
NOTIFICATION RECEIVED
"You have been assigned as the Independent Verifier for a SendGlobe agreement."
Click the link to access your dedicated verifier review portal.
Step 2 — Reviewing Deliverables STAGE 04
NOTIFICATION RECEIVED
"Deliverables ready for inspection."
Open the agreement portal. Inspect shipment tracking logs, photos, quality certificates, or physical inspection reports.
Step 3 — Inspection Sign-off & Confirmation STAGE 05
Check the box: "I certify that the deliverables meet all contract standards and inspection criteria." Click Approve Inspection.
NOTIFICATION SENT
The system logs your signed Certificate of Inspection and advances the agreement to Settlement Authorized for instant payment execution.