The Sonar integration allows Bonzo members to automatically sync key loan information and borrower contact details from Sonar into Bonzo in real time. Similar to the ARIVE and LendingPad integrations, this is a one-way sync—from Sonar to Bonzo—that reduces errors, eliminates duplicate work, and ensures consistent follow-up. Loan milestones and other important data are pushed into a designated Bonzo pipeline, which is configured as part of the integration to keep your stages aligned throughout the loan process.
How the Sonar Integration Works:
Automatic Syncing of Loan & Borrower Data
When a loan record is updated in Sonar, key information is automatically synced to Bonzo. This includes borrower contact details, loan amount, interest rate, loan term, and property address—helping ensure all your communication in Bonzo is accurate and up to date.
Real-Time Lead Stage Visibility
As borrowers progress through Sonar’s point-of-sale (POS) application, their lead stage is updated and reflected in Bonzo. These updates are unique to this integration and help provide real-time visibility into where a borrower stands in the application process.
Triggered by Key Events
The sync is triggered by loan status updates, milestone changes, and lead stage progressions. This ensures that you receive the most relevant and timely information when it matters most.
Build Smarter Pipelines
Because Bonzo receives lead stage updates from Sonar, you can use this information to build more targeted pipelines. For example, you can set up a workflow to automatically nurture borrowers who drop off at a certain stage, helping to guide them back into the process.
Note: Agent data is not yet included in this first release. This integration will continue to evolve with additional functionality over time.
Field Mapping for Sonar
|
Sonar Field |
Bonzo Field |
|
First Name |
First name |
|
Last Name |
Last name |
|
|
|
|
Day Phone |
Phone |
|
Street |
Address |
|
City |
City |
|
State |
State |
|
Zip Code |
ZIP |
|
Purchase Price |
Purchase Price |
|
Existing Home Value |
Appraised Value |
|
Down Payment Amount |
Down Payment |
|
Loan Amount |
Loan Amount |
|
Loan Purpose |
Loan Purpose |
|
Interest Rate |
Interest Rate |
|
Monthly Mortgage Payment |
Estimated Monthly Payment |
|
Credit Score |
Credit Score |
|
Lead Stage/Milestone |
Current Step |
|
Property Type |
Property Type |
|
Property Street |
Property Address |
|
Property City |
Property City |
|
Property State |
Property State |
|
Property Zip Code |
Property Zip |
|
Intended Property Use |
Property Use |
|
Loan Id |
Lead ID |
|
Total Household Income |
Household Combined Income |
By connecting Sonar with Bonzo, you gain real-time insights into borrower progress and can take action right away—without switching platforms or relying on manual updates. This integration supports a more efficient workflow, strengthens communication, and helps you guide more borrowers from application to close.