Partner Support

1. Use the email login assigned by your organization. Check the email address for typos before trying again.
2. If you have forgotten your password, select Forgot Password? on the portal login screen.
3. If your account is new, your organization has changed, or access still fails, contact Ratespedia with your organization name and portal email.

1. Enter the email used for your portal login in Forgot Password? and check that inbox, including its spam or junk folder.
2. Use the 6-digit verification code from the reset email. Codes expire after 15 minutes; request a new code if yours has expired.
3. 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.

1. A one-time setup link or a temporary password can require you to create a permanent password before using the portal.
2. Complete the setup screen and follow its password requirements. If you keep returning to that screen after saving, contact Ratespedia with the error text.

1. Read the entire user agreement by scrolling inside the agreement panel to its end.
2. The consent checkbox becomes available after you reach the end. Check it, then select Agree and continue.
3. If the agreement fails to load or the controls remain unavailable after those steps, contact support with the error text and your browser details.

1. Enter the record number from the mail piece in the Record number field. Check for missing characters or a typing error.
2. Make sure you are using the intended organization account. The portal searches records available to that account.
3. If the number is correct and the record is still missing, ask Ratespedia to confirm that the expected record is available to your account.

1. A successful lookup initially shows only 1 record found. Enter a valid US phone number to enable the Bonzo / CRM delivery action.
2. Full customer and loan details appear only after the CRM confirms delivery. A rejected delivery or timeout does not reveal those details.
3. Check the phone number and keep any delivery error text. If delivery still fails, contact support so the response flow can be checked.

The portal is for approved partner accounts. Use the email login assigned by your organization. If you need access or a team member needs help getting set up, contact Ratespedia with the organization name and intended portal email.

No. The portal uses your assigned email login. API keys are for direct server-side integrations and should stay on your server, not in browser code or URLs.

The portal uses a two-stage lookup. It confirms a record was found first, then requires a valid US phone number and confirmed Bonzo / CRM delivery before showing full customer and loan details.

No. Customer API keys provide read-only search access. Write requests receive a 405 read_only_api response. Authenticated portal and CRM workflows are separate from customer API access.

No. The test endpoint checks header format and request parameters without accessing production records. A test response with credentialValidated: false does not establish that the key is active. Production endpoints validate the actual key.

The iPhone and Android apps are in development and are marked Coming soon. Use the browser portal for current access.