Griselda Espinoza – Terranova Realty
Terranova Realty - broker, agent and mortgage professional
The challenge
A broker who is also a working agent and does mortgage has three audiences (buyers, sellers and borrowers) and one inbox. The CRM records, the social media presence, the ads and the follow-up all need steady attention, and none of it can wait for the next free hour between appointments.
Our approach
Griselda Espinoza owns Terranova Realty and works in Lone Wolf CRM. We took the day-to-day operations off her plate in four connected pieces: keeping the CRM records accurate, running social media marketing, running her ads, and building the automations and workflows that move a contact from first touch to follow-up without her doing it by hand. Because mortgage and real estate marketing carry their own rules, ad categories and wording are checked in Ads Manager rather than assumed. We do not originate loans or give compliance advice; we run the marketing and CRM operations around her licensed work.
What we built & run
- ✓Lone Wolf CRM record management, so contacts, sources and notes stay accurate
- ✓Social media marketing for Terranova Realty
- ✓Ad campaigns run and managed on her behalf
- ✓Automations and workflows that start follow-up when a contact comes in
Result
A broker-agent-mortgage business with its CRM, social media, ads and automations handled by one team. We do not publish numbers for this account, and we would not promise any.