How to Qualify for Enfin Lease’s Financing?
Step 1: Once your finance card is generated click “Finalize.”
Step 2: Now the quote is finalized, and your customer is ready to qualify for Enfin Lease’s financing. Click “Qualify” to qualify your customer.
Note: Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.
Step 3: Check the acknowledgment box and click “Submit.”
Step 4: A pop-up window will appear with a “Credit Application Created” message. Use the URL below the message to begin the credit approval process.
Step 5: The URL will take you to Enfin Lease’s Credit Application form. Scroll through the page to check your customer details.
Step 6: Scroll down to enter your customer’s credit application information.
Step 7: Check the acknowledgment boxes and click “Submit.”
Step 8: After finishing the credit application, return to SubcontractorHub and click “Sync” in the financing section to view your customer’s credit application status.
Step 9: Once the sync is complete, your customer’s credit approval status will be shown in the finance card. The Qualify button will turn blue, indicating a successful qualification.
