A direct referral is a referral that starts communicating with you immediately through our platform. Since we offer ways for referrals to reach out to you instantly, we refer to these as direct referrals.
This helps you quickly identify the referrals who have already taken the step to contact you, which typically means they have a high intent to buy or sell.
It also gives referrals a faster way to connect with you when they’re ready to take action, allowing them to reach out right away.
Direct referrals come from someone contacting you directly through our website, so they may skip the form entirely, view your profile, and reach out to you directly.
To view your direct referrals, go to the Pro Portal, and click on Referrals on the left sidebar. Direct referrals are under your regular referrals.
Calls from direct referrals will go directly to your Ramsey number, just like other Ramsey referral calls.
Even if you can’t answer right away, the referral will still appear in your Pro Portal under the Direct option (under Regular referrals). From there, you can call the referral, send a message, or update their information.
📣 Pro Tip: Direct referrals are high-intent leads, so be sure to call or message them as soon as possible to increase your chances of connecting.
Keep in mind, contact information (including their name) will not appear until an actual conversation is made. Voicemail does not count. You can still message and communicate through the portal, but contact details won’t be available until a conversation happens.
Once you connect with them through a real phone conversation, you’ll be able to update their information. Be sure to include the referral’s real name, email, address, and any notes after speaking with them.
Once you add the referral’s email address, they will automatically move from the Direct section to the All Referrals section.