What will the Sonar <> Rocket Integration support?
Loan Status & Milestone Changes:
Sync loan status updates and key dates in real time.
Trigger automatic borrower notifications for milestone updates, keeping borrowers informed.
Read more here
1003 (URLA) Submission:
Transfer applications directly from Sonar into Rocket's TPO portal with one click. No need for manual export/import.
Read more here
Loan Application Details (Coming Soon) :
Seamlessly sync detailed loan application data (e.g., loan amount, interest rate) into Sonar.
Loan Status & Milestone Syncing
Receiving Updates for Existing Loans: To start receiving milestone updates:
Add the Rocket Loan Number in the Attributes tab.
Updates will automatically sync from that point forward.
Note: Loans will automatically receive milestone updates when they are pushed from Sonar to Rocket’s portal. No additional manual steps are required to enable event tracking.
Which Loan Statuses & Milestones will be syncing?
Rocket Loan Status | Sonar Status | Sonar Milestone | Sonar Key Date |
Waiting for Full Package | -- | Disclosure Sent | Disclosure Sent |
Submitted to Underwriting | -- | Underwriting | Underwriting |
ConditionallyApproved | -- | Approved Date | Approved Date |
Clear to Close - Underwriting Clear to Close | -- | Clear to Close | Clear To Close Date |
LoanClosed | -- | -- | Closing Date |
Closing/Signing has been scheduled | -- | -- | Closing Date |
Denied | Adverse | -- | -- |
Withdrawn | Withdrawn | -- | -- |
File Closed For Incompleteness | Incomplete | -- | -- |
Application Approved Not Accepted | Approved Not Accepted | -- | -- |
Suspended | Suspended | -- | -- |
1003 (URLA) Submissions:
One-click application transfers
Use Sonar's "Send Loan to Rocket" button to send loan applications to Rocket’s TPO portal.
Once the loan has been sent you will be able to navigate directly to the TPO portal to complete the registration
Key Details to Know:
Multiple Submissions: You can send the same loan file multiple times from Sonar, but each submission will create a new, unique loan in Rocket.
No Updates After Submission: Changes made in Sonar after submission will not automatically update in Rocket. Any adjustments will need to be made directly in Rocket’s portal.
Pre-Approvals: The Rocket API currently does not support sending pre-approvals, all pre-approvals in Sonar will be transferred into the portal as a `Purchase` application.
How to set up the integration?
Adding Integration to Sonar Account
The Rocket TPO account owner at your company will need to complete the below steps. company will be the only user
Navigate to Sonar's `Settings > Integrations` tab
Click `Add Company Integration`, and select Lender > Rocket Mortgage
Activate the connection
Note: This integration is set up for the entire company, as soon as the admin enables the integration all originators and loans are enrolled automatically. if your company is enrolled already there is nothing more for you to do
FAQs & Troubleshooting
How do I get access to this integration?
Currently, we are in a beta period along with Rocket for this integration. Early 2025 we are looking to release to more companies.
If you want to make sure you are on the top of the list, email [email protected] expressing interest :)
Where can I find my Rocket Loan Number in the TPO portal?
I have a loan that I've already registered in Rockets Portal, how do i receive the milestone updates?
You can receive updates for any rocket loan if the lender loan number has been added to the attributes tab.
What if my milestones aren't syncing?
Verify that the Rocket Loan Number is correctly entered in the Attributes tab.
Why are my pre-approval transferring to Rocket as a purchase?
Rocket does not currently support submitting a VAL through their API, this is something they are looking into adding this functionality.
I want to generate a VAL/Pre-Qual in Rocket's portal but my loan came through as a purchase - what should i do?
If you would like to generate a VAL/Pre-qual letter follow these directions provided by the Rocket team:
Submit the loan for registration
Once the loan is submitted, open the “I want to” section and create a Rocket Connect ticket
The partners Crew Underwriter will take the ticket and review the documents (make sure they have everything they need)
Work with the Partner to clear all the conditions to generate the VAL or Pre-Qual
Approve and generate the documentation (which will be available in the documents section of that loan)
I want to have more dates sync back from Rocket to Sonar, how do i provide my feedback?
Please email your feedback to [email protected]
