Grupo López-Rosa
Real Estate
15,000 clients served. How Grupo López-Rosa trains real estate advisors across Yucatán.
"When you're selling land across multiple developments—from beachfront properties to urban mixed-use projects—every advisor needs to represent our brand with the same expertise and professionalism."
Challenge
Grupo López-Rosa needed to standardize training for their growing sales team across multiple development projects, ensuring advisors could confidently represent diverse property offerings from beachfront lots to urban developments.
Solution
Deploy Konstantly as their advisor development platform, delivering product training for each development brand and standardized sales processes across the organization.
Results
- New advisor productivity achieved 40% faster
- Product knowledge consistency across all development projects
- Sales process compliance improved to 95%
When families invest in land—whether a beachfront lot on Yucatán's Costa Esmeralda or a residential plot in a master-planned community near Mérida—they're trusting their advisor to guide one of the most important purchases of their lives. For Grupo López-Rosa, a developer with over 15,000 satisfied clients, that trust is built through expertly trained advisors.
The complexity of multiple developments
Grupo López-Rosa operates multiple property brands across Yucatán: Almaviva, Terraviva, DAM (Distrito de Artes Mérida), CO-IN, and Custó. Each development has its own character, pricing structure, and value proposition.
"A client interested in beachfront investment has different needs than someone buying in our urban mixed-use development. Our advisors need to understand every project deeply."
With 170+ employees and a portfolio spanning 15 successful projects, ensuring every advisor could speak confidently about any development became increasingly complex. New hires needed weeks to learn the portfolio; experienced advisors sometimes fell behind on new project launches.
Building a comprehensive advisor training system
Product knowledge by development
Each López-Rosa development requires specific training:
Residential communities
- Almaviva: Master-planned community features, amenities, and lifestyle positioning
- Terraviva: Land offerings, development timeline, and investment value
- Custó: Beachfront properties and Costa Esmeralda positioning
Urban and mixed-use
- DAM (Distrito de Artes Mérida): Urban development concept, cultural positioning, and target buyer profile
- CO-IN: Co-investment platform, accessible real estate model, and financial structures
When new phases launch or projects update, training reaches all advisors simultaneously.
"Every advisor can walk a client through any of our developments with confidence. That consistency builds trust."
Sales process standardization
López-Rosa's sales methodology ensures consistent client experiences:
- Initial consultation: Needs assessment and investment goal discovery
- Property matching: Connecting clients with appropriate developments
- Site visits: Professional presentation protocols
- Documentation: Contract processes and payment structures
- Client portal: Account management and ongoing communication
Client relationship management
Real estate purchases involve long-term relationships. Training covers:
- Investment education: Helping clients understand land investment fundamentals
- Payment plan management: Explaining financing options clearly
- Ongoing communication: Keeping clients informed throughout development
- Referral cultivation: Building relationships that generate recommendations
Scaling with growth
Rapid onboarding for new advisors
As López-Rosa expands, new sales team members become productive faster:
- Week 1: Company values, brand positioning, and sales fundamentals
- Week 2: Product training across all active developments
- Week 3: Sales process certification and shadowing
- Week 4: Independent client interactions with support
Previously taking two months, new advisors now contribute within four weeks.
Consistent quality across locations
Whether advisors work from the Mérida headquarters or at development sales centers across Yucatán, they receive identical training and follow standardized processes.
"A client should have the same professional experience whether they visit our office in Mérida or meet an advisor at a beachfront property. Training makes that possible."
Beyond sales training
Administrative and operations
Back-office teams receive their own training tracks:
- Client account management procedures
- Documentation and contract processing
- Payment tracking and follow-up
- Customer service standards
Marketing alignment
Marketing teams understand how to position each development:
- Brand messaging consistency
- Digital and print material usage
- Event and open house protocols
- Lead generation and handoff procedures
The results
Since implementing Konstantly across their organization:
- Faster productivity: New advisors contributing 40% sooner
- Consistent knowledge: All advisors certified on current portfolio
- Process compliance: 95% adherence to sales methodology
- Client satisfaction: Maintained excellence across 15,000+ clients
- Scalable growth: Ready to onboard teams for new developments
"We've sold nearly 20,000 units because clients trust our advisors. That trust comes from training that ensures everyone represents López-Rosa at the highest level."
Building Yucatán's future
As Grupo López-Rosa continues developing residential communities across Yucatán—from the beaches of Costa Esmeralda to the cultural heart of Mérida—Konstantly provides the foundation to train advisors who can guide clients through their real estate journey with expertise and professionalism.