Sonar

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the key date “Application Date” will now be editable

Loan checkmarks will always appear, even when the loan is not in an active state

Loan Status “Adverse” is now labeled “Denied”, to be in line with industry standards

- the key date “Application Date” will now be editable
- Loan checkmarks will always appear, even when the loan is not in an active state
 - 
 
- Loan Status “Adverse” is now labeled “Denied”, to be in line with industry standards

Inviting borrowers to access their dashboard earlier in the smart app

Based on feedback we heard - we have enhanced the smart app to allow borrowers to access their loan app with less information (you can invite them immediately after the smart app is created!) 

- Loan Officers upon creating a smart app, are able to navigate directly to the borrower tab and click "
  - 
     

- Based on feedback we heard - we have enhanced the smart app to allow borrowers to access their loan app with less information (you can invite them immediately after the smart app is created!) 
  - Loan Officers upon creating a smart app, are able to navigate directly to the borrower tab and click "
    - 
       

Ability to view and take action on fully Underwritten Pre-approval loans

A new milestone will be added “Underwritten Pre-approval”

- for more information on milestones, please look <a href="https://help.yoursonar.com/en/articles/6817147-q-what-are-milestones" target="_blank">here</a>

Pre-approval loans that are “active” will appear on the loan pipeline - this is an enhancement we have heard

Pre-approval loans that are flagged as “Active” will appear in the pipeline

- A new milestone will be added “Underwritten Pre-approval”
 - for more information on milestones, please look <a href="https://help.yoursonar.com/en/articles/6817147-q-what-are-milestones" target="_blank">here</a> 
- Pre-approval loans that are “active” will appear on the loan pipeline - this is an enhancement we have heard
- Pre-approval loans that are flagged as “Active” will appear in the pipeline

A streamlined way to view and read data on the page! - We heard the feedback that the data was difficult to read and navigate on the page!

- On the borrower tab - you can collapse the entire borrower

- A streamlined way to view and read data on the page! - We heard the feedback that the data was difficult to read and navigate on the page!
  - On the borrower tab - you can collapse the entire borrower

For the income type - Schedule K1 the required field now appears

- For the income type - Schedule K1 the required field now appears
 -

Sonar Release - 3.0.2

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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Sonar Release - 3.0.2

🛠️ IMPROVEMENTS

🚀NEW FEATURES

Inviting borrowers to access their dashboard earlier in the smart app

Ability to view and take action on fully Underwritten Pre-approval loans

🐛 Bug Fixes