Enfin Post Qualification Process


Follow the steps below to learn more about Enfin’s post-qualification process:

Note: The post-qualification process starts immediately after a homeowner qualifies. The "Qualify" icon will change to blue and display "Qualified".

Enfin Post-Qualification Process


Follow the steps below to finish the Enfin finance process. Once the financing documents are signed, the proposal will be converted into a project. 


Step 1: 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.



Step 2: Click on “Select your payment method”.



Step 3: You will be redirected to Enfin’s loan approval page.


Step 4: Click the checkbox next to your Enfin’s financial information.

Step 5: Scroll down and click “Proceed”.

Step 6: Check the details of ACH auto pay and click on “Enter Bank Details” at the bottom.

Step 7: Click “Submit”.

Step 8: Enter your bank details and click “Submit”.

Step 9: You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.

Step 10: Click “Start” to begin signing the contract.

Step 11: Click “Adopt and Sign”.

Step 12: 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. 

Step 13: 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.

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