Rae Reach

Partner onboarding

Everything between paying for your first order and your first lead, and how to set up the way leads reach you.

For brokers who have paid their first order. Not a sales page. Nothing here asks you to buy anything.

1. Done

   Order and terms

   You have paid for your first pack. There is nothing to sign: paying the invoice accepts the terms. Your order shows the number of leads, the price per lead and the delivery end date. Your price is fixed for the pack, and your next pack is priced before you commit.

2. You — 10 minutes

   Your box

   Your minimum criteria. Every lead we send you meets them, and any lead at or above your box counts, including better ones. Sent as a questionnaire after payment. It opens in its own page.

   • Monthly revenue floor and minimum time in business
   • Funding amount range you want to write
   • States excluded — anywhere you are not licensed or will not work
   • Industries excluded — restricted verticals you never fund
   • Who receives the leads, and who actually dials
3. Together — 20 minutes

   Kickoff call

   We read the box back to you and fix anything unclear before it costs either of us a lead. We also set your working hours and your timezone.

   This one matters: leads arrive live, within minutes of the merchant finishing the form, and the faster you dial the more of them answer. A merchant who does not pick up still counts, so getting the hours right protects your own spend, not ours.

4. You — 2 minutes

   Delivery setup

   Every lead is phone verified and exclusive to you within business funding. We never give it to another funding buyer. After 90 days we may offer the merchant unrelated services, never funding. The merchant sees a page naming you, so they know who is calling. Three ways it reaches you:

   • API post straight into your CRM or dialler — the primary route
   • Email — always on, and the fallback if the API post fails
   • Text alerts — optional, and the fastest way to know something landed
5. Us

   First leads

   Each merchant verifies their phone with a one-time code, and the lead is sent to you straight away, while they are still expecting your call. You can pause delivery any time. Each week you send us a short outcome report in a shared sheet, so we can send you more of what closes.

Rae Reach delivery alerts. By giving us your mobile number in the chat on this page you agree to receive text messages from Rae Reach about your own order only — delivery notices, calls remaining, and delivery problems. Up to 6 messages a week, depending on your order volume. Message and data rates may apply. Reply STOP to opt out at any time, or HELP for help. Consent is not a condition of purchase — stay on email only and nothing about your order changes. See our Privacy Policy and SMS Terms.

To turn text alerts on: open the chat button in the corner and send us the mobile number you want them on. That chat is the only place on this page we take a number — everything else in your onboarding is handled by email and on the kickoff call.