Getting your customers qualified for financing quickly is essential to keeping deals moving. Following these steps ensures a smooth qualification process with fewer delays and surprised customers.

After qualifying for Enfin’s financing, a congratulatory email is sent to the customer's registered email address, allowing them to begin the post qualification process.​

Click on “Select your payment method”.

You will be redirected to Enfin’s loan approval page.

Click the checkbox next to your Enfin’s financial information.

Scroll down and click “Proceed”.

Check the details of ACH auto pay and click on “Enter Bank Details” at the bottom.

Click “Submit”.

Enter your bank details and click “Submit”.

You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.

Click “Start” to begin signing the contract.

Click “Adopt and Sign”.

After completing the signing process, click “Finish”.Note:Make sure to download a copy of the contract. You will be required to attach the signed contracts in the proposal builder to convert your proposal into a project.

A copy of the signed contract is sent to the email for review. Note:The "Sync Application Status" button allows users to instantly update the credit application status without refreshing the page.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.