Sonar

How to get started working on applications

New User Quick Start

How to export a loan from Sonar as a MISMO 3.4 file

Exporting a Loan (MISMO 3.4 File)

How to export your contact list from Sonar as an Excel file

Exporting Contacts from Sonar

How to change your email address for Sonar account.

Updating your Sonar email account

How to initially gain access into your Point of Sale and Loan Operating System

Logging into your account

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How to import your past loans or leads into Sonar

Importing Loans

Profile photos can be added to your personal profile in Sonar and for your contacts.

Profile Photos

Importing Loans or Leads into Sonar

Importing Contacts into Sonar

Learn how to access your unique application link to send to borrowers and customize

Accessing a Loan Officer personalized  landing page

Hannah Levick

Chris de la Motte

Getting Started

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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