Sonar can be integrated with several different third-party tools to streamline and automate the process of originating and underwriting loans. The Integrations page can be found under Settings. On this page, you can add new integrations as well as edit and enable/disable existing ones.

Setting Up Your Integrations

Simply head to Settings and click on Integrations. From here, you can add new connections, edit existing ones, or turn integrations on and off with a single click.

Company-Wide vs. Personal Integrations

Sonar gives you flexibility with two types of integrations:

Company-Level: Share with your entire team
User-Level: Keep for your personal use only

You can add personal connections for Credit, Pricing, and AUS (Fannie, Freddie) systems. This is perfect if different team members need their unique access

Setting Up in 4 Easy Steps

Select the Integration Type and the Provider
Enter your credentials and choose whether to share the connection with your company (we recommend sharing unless your company policy says otherwise)
Test the connection with the Test Button
1. NOTE: the test button does not validate your credentials.
Save the connection

Managing Your Integrations

Once set up, managing integrations is simple:

Turn integrations on/off with the "Active Integration" toggle
Inactive integrations appear grayed out
Look for the green "Connected" message to confirm a successful connection

Setting up Individual Integration

You can add user-level connections for the following integrations:

Credit
Pricing
AUS (Fannie, Freddie)

Available Integrations

Credit Providers

Sonar integrates with over 25+ credit vendors to pull soft and hard credit reports within the LOS.
If you have the same set of credit vendor credentials for both soft & hard pulls - you must enter them 2x (once for "hard credit", and then again for "soft credit")
Go to Configuring Credit to see more

Name	Credit Pull Available
Advantage Credit	Both
Advantage Credit Bureau	Both
Advantage Plus Credit	Both
American Reporting Company	Both
Birchwood Credit Services	Both
CBFS Business Solutions	Both
Certified Credit Reporting	Both
CIC Credit	Both
CISCO Credit	Both
Credit Bureau Services	Both
Credit Information Systems	Both
Credit Link	Both
Credit Technologies	Both
Credit Technology	Both
Information Searching Company (ISC)	Both
KCB Credit	Both
Lenders One	Both
Merchants Credit Bureau (Augusta)	Both
Merchants Credit Bureau (Savannah)	Both
MeridianLink, Inc.	Both
Premium Credit Bureau	Both
Premium Credit Bureau Data	Both
SARMA	Both
Service 1st	Both
SettlementOne	Both
TheCreditBureau.com	Both
United One Resources	Both
Equifax	Both
Informative research	Soft Credit

Pricing Engines

For pricing platform integrations, see Configuring Pricing.

AUS

Connecting to Freddie Mac's LPA and Fannie Mae DO or DU allows you to run the Automated Underwriting System.

Freddie Mac

Freddie Mac integration requires the following information:

Field	Description	Location
S2S Username	System-to-system username	Issued after submitting S2S registration form
S2S Password	System-to-system password	N/A
Party Type	Select your LPA Role Type (most common is Mortgage Broker)
Party Number	Input either your TPO Number or seller Servicer Number	this will be issued to you when setting up your S2S account

Note: You must provide System-to-system (S2S) credentials. Your S2S username will contain "sys2sys" in the username. For more information on how to get set up with S2S credentials, go here

Fannie Mae

Depending on your company's setup, you will need to select either Fannie Mae (DO) or Fannie Mae (DU) for integration.

Field	Description
Username	DO/DU account username the user name should all be lowercase
Password	DO/DU account password

If you're unsure whether you should use Desktop Originator (DO) or Desktop Underwriter (DU):

Desktop Originator (DO) is typically used by mortgage brokers who are sponsored by approved Fannie Mae Seller/Servicers.
Desktop Underwriter (DU) is commonly used by lenders who are directly approved as Fannie Mae Seller/Servicers.

Marketing Pixels

Sonar allows you to place a meta or google pixel on your Sonar POS website.

CRM

Zapier

Zapier integration requires the following information:

Field	Description	Location
Endpoint	Webhook endpoint URL	Provided by Zapier

eSign

Integrating a provider for e-signing documents allows you to request and receive e-signatures from borrowers.

DocuSign

DocuSign integration requires the following information:

Field	Location
Client ID
Account ID	Docusign profile under Account #
Impersonated User ID	See DocuSign documentation
Authentication Server
HMAC Key	Under Apps and Keys
Private Key	Under Apps and Keys