Sonar

Pricing Tool

How to set up your filing institution, preview your HMDA Loan Application Register (LAR), and download the Excel workbook and pipe-delimited CFPB submission file.

Generating a HMDA Report

How to Utilize Your Pipeline

Leads View

User Profile

How to archive a lead or loan, and delete it from the system

Archiving and Deleting Loans

How to use Sonar to generate call reports

Call Reports

Track the status of a lead with lead stages

Lead Stages

Learn what emails are sent automatically by Sonar to the customer and to your team

Automatic Emails

1003 Generation

Keep your contacts informed with milestone emails

Milestone Emails

Chris de la Motte

Hannah Levick

Useful tools to streamline your experience

Tools

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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.

Connect your stack

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

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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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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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