Sonar integrates with third-party pricing engines to automatically pull and display product and rate information during loan setup. You can connect pricing engines at either the Company level (shared across your team) or the Personal level (just for you).
🆓 Note: Every Sonar account includes access to the Sonar PPE (Product & Pricing Engine) by default. It’s pre-configured and ready to use at no extra cost as part of your subscription.
About the Sonar PPE (Default)
Sonar includes a built-in PPE (Product & Pricing Engine) that is:
Automatically added to your account
Free to use with your Sonar subscription
Ready to go with no configuration required
If you don’t connect a third-party provider, Sonar PPE will be used by default in the POS.
You only need to follow the steps below if you plan to integrate a third-party pricing engine (e.g., Optimal Blue, Loansifter).
⚙️ Set Up and Activate a Third-Party Pricing Engine
Go to Settings > Integrations
Click Add Integration
Choose Integration Type:
PricingSelect your Pricing Provider
Choose your Access Level:
Company– Shared with your teamPersonal– For your use only
Enter your provider credentials (see below)
Click Test to verify the connection
Click Save
Use the Active Integration toggle to set it as your default pricing engine
✅ Only one pricing provider can be active per access level at a time. Activating one deactivates the previous one.
Required Credentials by Provider
Optimal Blue
To set up Optimal Blue as your pricing platform, you will need the following information from Optimal Blue:
Business Channel ID
Originator ID
OAuth Client ID
OAuth Client Secret
Note: Do not change the OAuth Endpoint or OAuth Resource values
Polly
To set up Polly as your pricing platform, you will need the following information:
Audience ID (provided to you during onboarding)
Client ID
Client Secret
Username
Password
Note: Do not change the Endpoint value.
Lender Price
To set up Lender Price as your pricing platform, you will need the following information:
API Key
User ID
Company ID