RATESMATTER | PARTNERSHIP CONVERSATION BRIEF

Operated by Digital Edge Media Group, LLC
Business contact: info@ratesmatter.com

RatesMatter helps consumers understand products, compare costs, and plan their next financial move.

CATEGORIES
HELOCs, home equity loans, mortgages, refinancing, banking, credit cards, personal loans.

EXPERIENCE TO EXPLORE
Education -> guided goal discovery -> practical tools -> product comparison -> provider handoff.
Differentiators: a personal refinance target, visible fees and assumptions, and the tradeoff alongside each product's benefit.

PARTNERSHIP FORMATS TO DISCUSS
1. Qualified clicks: agreed destinations, attribution, valid-click rules, reporting.
2. Consumer inquiries: named recipients, validated contact details, consent records, delivery and acceptance rules.
3. Sponsored placements: labeled placements, approved creative, campaign dates, reporting.

DISCOVERY CHECKLIST
- Which products and service areas are eligible?
- What information and consent are required before an inquiry is delivered?
- How will valid clicks or leads, duplicates, rejected records, and refunds be defined?
- What commercial model, budget, pacing, and pilot duration fit?
- Who supplies current rates, fees, disclosures, brand assets, and approval requirements?
- What destination, API/CRM connection, attribution, and reporting are needed?
- How will data retention, security, consumer requests, and suppression be handled?
- What acceptance tests and launch review are required?

CURRENT STATUS
The site contains working educational tools and a sample marketplace. Provider brands, terms, and sponsored positions in the showcase are fictional. Sample inquiries remain in the browser and are not delivered to any company. Live rate feeds, partner tracking, lead delivery, and billing are not connected. Traffic, audience size, conversion rates, and delivery volume are not represented or guaranteed. Commercial terms remain to be agreed.

SUGGESTED PILOT DISCUSSION
Choose one category, define the permitted consumer journey and success criteria, approve content and disclosures, connect delivery and measurement, test acceptance, then agree the commercial launch.