Company and System Setup (Admin)
Tasks for the system administrator
Get Started - Administrator Setup
State Licenses
Site Branding
Creating User Accounts
Company Settings
UTM Parameters
Managing the Loan Team
Managing Users
User Roles & Permissions
Branches
Rocket Mortgage Integration (beta)
Sonar Integrations: Setup Guide & Available Connections
Connecting Credit Providers
Integrating Sonar with AUS (Fannie Mae & Freddie Mac)
How to get Freddie Mac Credentials
Connecting a Pricing Engine in Sonar
Setting Up Marketing Pixels (Meta & Google)
Integrating Sonar with Zapier
Leads API
Integrating Sonar with LeadMailbox
Integrations - Migrating AUS Account
Connecting Sonar to Rocket Mortgage TPO Portal