Never Miss A Ramsey-Referred Lead
Marlie AI answers every Ramsey Trusted referral call, qualifies the buyer or seller, and syncs the lead into your CRM via Zapier or webhooks — speed-to-lead that protects your Pro status.
Protect your Ramsey Trusted standing with 24/7 phone coverage
Ramsey Trusted referrals are some of the highest-intent leads in real estate — but they expect fast, professional follow-up. Missed calls and slow callbacks can hurt your Pro standing and your conversion rate at the same time.
Marlie AI gives Ramsey Trusted Pros a real phone front-door. Every referral call is answered, qualified on buyer vs seller, price range, location, and timeline, and pushed into your CRM via Zapier or webhook so the right agent on your team can take it from there.
What You Get with Marlie + Ramsey Pro Portal
Everything you need to connect your phone calls with Ramsey Pro Portal — fully automated, zero manual work.
Referral Lead Qualification
Marlie qualifies Ramsey-referred callers on buyer vs seller, price range, location, and timeline so handoff is clean.
Auto-Create Leads
Every referral call creates a lead with name, phone, email, and qualifying details — synced into your CRM via Zapier or webhook.
Ramsey Source Attribution
Tag every Ramsey-referred lead so you can track conversion separately from other sources without manual data entry.
Call Notes On The Lead
Full call summary, transcript, and recording link attach to the lead record so your agent is briefed before calling back.
Showing & Callback Booking
Marlie can check agent availability, book showings, and create callback tasks so referred clients feel taken care of.
Webhook & Zapier Sync
Marlie pushes referral leads to your CRM via webhook or Zapier with mapping for source, agent, and qualifying fields.
How It Works
Get up and running with Ramsey Pro Portal in minutes — no coding required.
Connect Your CRM
Wire Marlie to the CRM where your Ramsey-referred leads live — via Zapier, webhooks, or a CSV-based handoff.
Map Sources & Tags
Configure a Ramsey Trusted source tag and map qualifying answers to your CRM fields and pipeline.
Marlie Answers Referral Calls
Inbound calls — including Ramsey-referred buyers and sellers — are answered 24/7 with professional, on-brand qualification.
Leads Land In Your CRM
Qualified referrals land with notes and recording links so your follow-up cadence starts before they cool off.
Built for Real Scenarios
See how businesses use Marlie + Ramsey Pro Portal to capture more leads and streamline operations.
After-Hours Referral Calls
A Ramsey-referred buyer calls Sunday evening looking to start a home search this week.
Marlie answers, qualifies budget and area, books a callback, and pushes the lead into the CRM tagged Ramsey Trusted so an agent owns it Monday at sunrise.
Top-Producer Overflow
A top-producing Ramsey Pro is in a listing appointment when another referral comes in.
Marlie picks up, qualifies the new caller, and creates a tagged lead so the Pro can return the call without losing the live appointment.
Team Lead Routing
A team of Ramsey Trusted agents needs fair distribution of referrals across the team.
Marlie qualifies each referral and pushes the lead into the CRM with the right routing tag so distribution rules can assign it.
Frequently Asked Questions
Common questions about the Marlie AI + Ramsey Pro Portal integration.
Does the Ramsey Pro Portal have a public API?
How fast does a referral show up in my CRM?
Will Marlie create duplicate leads if a referral re-calls?
Can Marlie tag leads as Ramsey Trusted referrals?
Can Marlie route urgent referrals to a live agent?
Are call recordings stored in my CRM?
Other Integrations
Marlie AI connects with more than just Ramsey Pro Portal. Explore our other integrations.
HubSpot
CRM
Housecall Pro
Field Service
Jobber
Field Service CRM
Google Voice
Phone
OpenPhone
Phone Connectivity
Gmail
Outlook
Google Calendar
Calendar
Calendly
Calendar
Slack
Notifications
Microsoft Teams
Notifications
Discord
Notifications
Telegram
Notifications
Notifications
ServiceTitan
CRM & Data
Google Sheets
CRM & Data
Microsoft Excel
CRM & Data
Shopmonkey
CRM & Data
Buildium
CRM & Data
Shopify
CRM & Data
Zapier
Automation
Stripe
Payments
Square
Payments
Square Appointments
Payments
Salesforce
CRM
Pipedrive
CRM
Zoho CRM
CRM
Follow Up Boss
Real Estate CRM
Close
CRM
Dubsado
CRM
Circle
Community
HoneyBook
CRM
Keap
CRM & Automation
kvCore
Real Estate CRM
17hats
Creative Business CRM
AccuLynx
Field Service CRM
Act!
CRM
Actionstep
Legal CRM
Affinity
CRM
AFrame
Creative Business CRM
AgencyZoom
Insurance CRM
AgentLocator
Real Estate CRM
Agile CRM
CRM
Arbox
Fitness & Studio CRM
Assembly
CRM
Attio
CRM
Autotask
Field Service CRM
Axonaut
Business Management
Bark
Lead Generation
Beacon
Credit Repair CRM
Bigin by Zoho CRM
CRM
Bitrix24
CRM
BONZO
CRM
BoomTown
Real Estate CRM
Booqable
Business Management
Brivity
Real Estate CRM
BrokerEngine
Mortgage CRM
Builder Prime
Field Service CRM
Bullhorn
Recruitment CRM
Capsule CRM
CRM
CASEpeer
Legal CRM
CINC
Real Estate CRM
Clientify
CRM
Clio
Legal CRM
Cloze
CRM
Compass
Real Estate CRM
ConnectWise Manage
Field Service CRM
Copper
CRM
Credit Repair Cloud
Credit Repair CRM
Curb Hero
Real Estate CRM
Daylite
CRM
DisputeFox
Credit Repair CRM
Dotloop
Real Estate CRM
DripJobs
Field Service CRM
EZLynx
Insurance CRM
FieldPulse
Field Service CRM
Finmo
Mortgage CRM
folk
CRM
Freshsales Classic
CRM
Freshsales Suite
CRM
Gong
Sales Intelligence
Gymdesk
Fitness & Studio CRM
GymMaster
Fitness & Studio CRM
Holded
Business Management
IDX Leads
Real Estate CRM
iHomefinder
Real Estate CRM
Insightly
CRM
Jackrabbit Class
Fitness & Studio CRM
JobAdder
Recruitment CRM
JobNimbus
Field Service CRM
Keystone Academic Solutions
Education CRM
Kommo
CRM
Keller Williams Command
Real Estate CRM
Lasso CRM
Homebuilder CRM
Lawmatics
Legal CRM
LeadSimple
Lead Generation
LeadSquared
CRM
Leap CRM
Field Service CRM
Less Annoying CRM
CRM
Levitate
Customer Communications
Little Green Light
Community & Nonprofit CRM
Lofty
Real Estate CRM
Luxury Presence
Real Estate CRM
MaidCentral
Field Service CRM
Markate
Field Service CRM
MarketSharp
Field Service CRM
Meet Alfred
Customer Communications
Method CRM
CRM
Microsoft Dynamics 365
CRM
mloflo
Mortgage CRM
MOCO
Business Management
Mojo
Customer Communications
Moxie
Customer Communications
My Music Staff
Creative Business CRM
myRealPage
Real Estate CRM
NationBuilder
Community & Nonprofit CRM
NeonCRM
Community & Nonprofit CRM
NetHunt CRM
CRM
NetSuite
Business Management
noCRM.io
CRM
Nutshell
CRM
Odoo CRM
Business Management
Odoo ERP Self Hosted
Business Management
OfficeRnD
Coworking CRM
OnePageCRM
CRM
OrbisX
Field Service CRM
Outseta
Community & Nonprofit CRM
Pipeline CRM
CRM
PracticePanther
Legal CRM
PropertyRadar
Lead Generation
PushPress
Fitness & Studio CRM
Real Geeks
Real Estate CRM
RealScout
Real Estate CRM
Recruit CRM
Recruitment CRM
Redtail CRM
Wealth Management CRM
RepairShopr
Field Service CRM
REsimpli
Lead Generation
respond.io
Customer Communications
Rex
Real Estate CRM
Salesmate
CRM
ServiceM8
Field Service CRM
Sierra Interactive
Real Estate CRM
Spark Membership
Fitness & Studio CRM
Streak
CRM
Studio Pro
Creative Business CRM
SugarAI
CRM
Superchat
Customer Communications
Syncro
Field Service CRM
Teamleader Focus
Business Management
Thryv
CRM
Time To Pet
Pet Care CRM
Tint Wiz
Field Service CRM
Urable
Auto Detailing CRM
vcita
CRM
Virtuous
Community & Nonprofit CRM
Vitally
CRM
VSCO Workspace
Creative Business CRM
Wealthbox
Wealth Management CRM
WellnessLiving
Fitness & Studio CRM
WhatConverts
Lead Generation
Wise Agent
Real Estate CRM
Wodify Core
Fitness & Studio CRM
Zendesk Sell
CRM
Zillow Tech Connect
Lead Generation
Ready to connect Marlie AI with Ramsey Pro Portal?
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What Our Customers Say
“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
“Marlie has become an essential part of our customer service strategy across all our places.”
“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
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