NEIF's New Residential Lending Experience
Residential Contractor Portal Training
NEIF is pleased to introduce our enhanced residential lending experience, built to make the NEIF Financing process faster, smoother, and more transparent for contractors, sales teams, and customers.
This page is designed to help you confidently navigate NEIF’s new residential contractor portal & software system.
Residential Contractor Portal FAQs
Q: How do I log in to the new platform?
A: Existing NEIF portal users should have received an email containing instructions on how to reset and create their passwords. For further assistance, please reach out to your NEIF Business Development Director, or a member of our Contractor Relationships team at contractors@neifund.org.
Q: What will happen to my open applications?
A:Any applications that were submitted prior to Tuesday, May 26, 2026, will not be moved over to the new system. You will still be able to log into NEIF’s old Contractor Portal platform to view these applications until funded.
Q: How does my customer apply for financing?
A: Customers will apply for financing by clicking the “Apply Now” button on your company’s same NEIF Financing Gateway page— or, you can email application links directly to borrowers through the portal.
Q: How can I see the status of my customer’s loan application?
A: Quickly track every customer and their loan status by using our easy-to-use NEIF Portal Dashboard. Each customer’s application is broken down and shown in various loan status sections.
Q: How do I get paid?
A: Once a customer’s installation is complete, you must initiate the Completion Certificate document in their portal, which will need to be signed by both you and your customer(s). When this has been fully signed by all parties, funds will be sent to your account within 72 hours.
Q: What should I do to ensure I’m receiving important emails?
A: Please mark both lending@neifund.org and contractors@neifund.org as safe senders in your email system.
What's New in the Residential Contractor Portal
NEIF has made several important updates to our Residential Contractor Portal and lending process to not only streamline your team’s workflow, but to give you more control over loan and customer application management.
Major takeaways include:
- New Login Requirements — Signing into your new NEIF Contractor Portal will now require updated login information. All existing NEIF portal users have received first-time login instructions via email. Please contact a member of our team directly if you need assistance.
- Plaid Identity Verification— To protect our valued approved contractors and NEIF from identify theft, we now require Identity Verification (through Plaid) as part of our Contractor Approval process. This is used to protect the identity of the contractor and reduce the risk of fraud to all involved parties. The Plaid system allows you to verify your identity in less than a minute so that we can start processing your application immediately!
- Completion Certificate Management — Contractors are now responsible for initiating the Completion Certificate once it’s ready to be signed by both contractor & customer. This can be done with a single click inside the portal for customers in the Awaiting Installation status.
Browse the training resources library below to learn more about NEIF’s enhanced lending system. Be sure to check back often as additional training resources and tutorials are added to the library.