Sonar

What counts as a lead, and how to process them

Creating New Leads

Referrals

Ordering a Credit Report

TRID

See what the customer sees with the POS View

Point of Sale (POS) View

This article outlines how to create a second lien/mortgage inside Sonar.

How to create a second mortgage

Steps to record gifts, grants, and gift of equity in the Assets tab

How to add gifts or grants

How to record a DPA program

Kevin Lezette

Hannah Levick

First steps to getting a loan application submitted

Application

How to use the Smart App to start a new loan application

Creating a New Loan with the Smart App

Transaction

How to add/edit information about borrower(s), add co-borrowers and manage co-borrower pairs.

Borrower(s)

Property

Income

Assets

Liabilities

Declarations

Smart App

Find answers and get help from Intercom Support and Community Experts

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