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.

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

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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.

Direct-mail production workspace with organized envelopes and mail pieces
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
  • Included in your mail rate: data, artwork, unique tracking numbers, and postage.

  • 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.

Call recording

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

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.

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.