Ratespedia for mortgage partners

Explore the tools behind your next mail campaign.

Bring your team’s workflow. We’ll walk you through direct mail, mailed-record lookup and the optional tools that help you handle inbound responses.

Schedule a Demo (opens in a new window)Explore our offerings

30 minutes with our partnership team. Choose a time on our booking page.

Our partner offerings

Start with mail. Build around your team.

Mailed Records is our direct-mail program. The mail works on its own. Choose any, all, or none of the optional supporting tools.

The mail program

Mailed Records

Compare Committed and Pay Per Drop pricing, choose your drop size and review the inbound services that fit your operation.

View Mailed Records & pricing

  • Data, artwork and unique tracking numbers

    Included in the per-piece mail rate.

  • Drops starting at 2,500 pieces

    Choose the volume tier that fits your campaign.

  • Two ways to price your mail

    Committed mail is 5¢ less per piece, with 30-day notice to cancel. Optional add-on pricing stays the same.

Tools and support for your response flow

Explore optional tools

Call routing

Route inbound calls by state, campaign tier, team or agent. Set per-agent call caps, adjust priorities and manage overflow.

Records Portal & CRM handoff

Look up a caller’s mailed record and send that respondent to your CRM. The full unresponsive mail file stays out of your pipeline.

AI transcripts

Turn inbound calls into readable transcripts so your team can review the conversation before following up. Billed per minute.

Call recording

Keep conversations available for quality review, coaching and team handoffs. Billed per minute.

Mailed Records API

Connect your server-side integration to read-only mailed-record search. Review authentication, filters and response examples in the API documentation.

Read API documentation

Dedicated IT support

Get dedicated technical support for partner operations. Team pricing starts at $499/month.

Mobile app

Coming soon

iPhone and Android apps are in development. Use the browser portal for current access.

You provide the phone number and CRM destination. Ratespedia handles the response flow end to end so your team can focus on its business.

Already a partner?

Your portal and resources.

Open the Mailed Records Portal with your assigned login. Find sign-in guidance, integration documentation and help when you need it.

Sign inGet Started
Sign-in documentation

  1. Use your assigned login

    Open the Mailed Records Portal and sign in with the email assigned by your organization.

  2. Complete password setup if prompted

    A one-time setup link or temporary password can require a permanent password. Follow the requirements shown on screen.

  3. Review the user agreement if prompted

    Scroll inside the agreement panel to the end, check the consent box, then select Agree and continue.

Forgot your password?
  • Enter the email used for your portal login in Forgot Password? and check that inbox, including its spam or junk folder.
  • Use the 6-digit verification code from the reset email. Codes expire after 15 minutes; request a new code if yours has expired.
  • Complete the password requirements shown on screen, then sign in with your new password. If the email never arrives, contact Ratespedia to check your access.
More sign-in help

Confirm the campaign terms before launch

Ratespedia offers direct-mail and borrower inquiry channels for mortgage businesses. Confirm supported states, borrower consent, delivery method, whether a lead or call is exclusive, volume limits, pricing, and cancellation terms in your written campaign agreement. Delivery volume and funded-loan results depend on the campaign and are not guaranteed.

Prefer to email? support@ratespedia.com