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Setting up your account

Learn how to setup your Sonar account

Guide on how to create a Sonar account:

  1. Access Sonar using a web browser or on a mobile app:

  2. Click or tap Sign up if you don’t have an account yet.

  3. Enter your work email, then click or tap Continue.

  4. Enter your password, then click or tap Create account.

  5. Enter the 5-digit verification code sent to your email, then click or tap Verify.

  6. Enter your name and job title, then click or tap Continue.

  7. Choose your preferred theme, then select Continue.

  8. Select the account you want to create, then click or tap Continue.

    • Office account - for principals, sales managers, and admins to access and manage the office dashboard.

    • Agent account - for agents and agent teams to access and manage their own dashboard.

Click the 🔽 below to see information based on whether you’re creating an Office or Agent account in Sonar.

Setup Office account 🏢

  1. Enter your office name and address, then click or tap Continue.

  2. Select your office’s CRM. Learn how to connect your CRM here. (Click Skip for now if you prefer to connect it later.)

  3. Enter and select the suburbs your office wants to track, then click or tap Continue.

  4. Click or tap Finish to complete setup.

Learn how to invite members to your office account.

Setup Agent account 👤

  1. Enter your agent name, then click or tap Continue.

  2. Connect to your office CRM, then select Continue.

  3. Enter your REA profile ID, then click or tap Continue.

  4. Enter and select the suburbs you want to track, then click or tap Continue.

  5. Click or tap Finish to complete setup.

Learn how to invite team members to your agent account.

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