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How To Integrate Enfin

Why This Matters

Having the right rate options available in your proposals means your sales team can quickly find and apply the correct financing terms — no searching, no mistakes, just smooth selling.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, open the“Manage Integrations” dropdown and click“Integrations”.​

Step 2

Click the "Financing Partners” tab on the left-hand side.

Step 3

Locate the Enfin financing card and click “Connect”.

Step 4

Enter theOrganization Nameand click“Connect”.

Step 5

A"Connected" symbol on the Enfin integration card will confirm the integration. Click “Disconnect” to disconnect Enfin financing. Click “Reconnect” to reconnect Enfin financing.​Mapping Enfin UsersAfter integrating Enfin, you have to map Enfin users to your account before you can finance proposals with Enfin. Follow the steps below to map users.

Step 6

From the main menu, open the“Manage Integrations” dropdown, click“Integrated Users” and select“Enfin Users”.

Step 7

Click “Sync All”.​

Step 8

Locate your Enfin user and click the “Map” button.​

Step 9

Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with Enfin.

Real-World Example

💡 A solar company connects their GoodLeap integration in 10 minutes and immediately starts offering financing options on their next proposal — no coding or IT department required.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and the correct permissions enabled.

Changes not saving

Refresh your browser and try again. Check your internet connection.

Feature not working as expected

Clear your browser cache or try a different browser. Contact support if the issue persists.

Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting.

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