Simple Tech Systems Any Real Estate Team Can Use with Matt Croteau | Ep 091

9 snips

Dec 16, 2025

Matt Croteau, team leader at The Fernandez Group, shares insights on integrating technology with a human touch in real estate. He highlights best practices for leveraging AI in communications while maintaining personal connections. Learn about essential features of Follow Up Boss and specific automations that enhance lead engagement. Matt also discusses the importance of solid team culture, the balance between AI and personal touch, plus techniques for effective time management. His tips on using Custom GPTs for lead conversion are a game changer!

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ANECDOTE

From Mortgage Closer To Team Builder

Matt moved from mortgage to real estate, shifted into ops and tech, then co-founded Fernandez Group with Christian.
In two years they built a 40-agent team blending sales and tech strengths to scale rapidly.

ADVICE

Use AI To Tee Up Human Conversations

Use AI text and AI voice to engage every new lead immediately, then alert agents when a lead shows intent.
Hand the conversation to a human as soon as the lead responds or shows intent and transfer with notes for context.

ADVICE

Dial In Stages And Smart Lists

Define stages clearly in your CRM so every team member knows what each stage means and how to act.
Build smart lists tied to those stages and run daily call lists with a target of hitting lists to zero.

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If you’re looking for ways to leverage AI, automations, and technology without losing sight of what matters most - relationships, culture, and client goals, then you’re in the right place!

Best practices for AI voice and texting, including when and how to hand off to humans.
Three things to set up for success in Follow Up Boss.
A few under-used, high-value features of Follow Up Boss.
Specific automations to increase lead engagement and conversion.
A framework for better AI prompts and other prompting tips.
Two Custom GPTs to save massive amounts of time

This is just some of what you’ll get with Matt Croteau, team leader with The Fernandez Group in Orange, California.

Get tech tips that honor the human touch and your client’s goals and that make AI your assistant, not your replacement. Learn Custom GPTs for on-the-fly coaching and real-time scripting. Hear automations that drive lead engagement and save time.

Watch or listen for Matt’s insights into:
- Ways to sustain a healthy culture even when agents aren’t in the office
- The path from loan officer to real estate agent to team leader
- Foundational pieces needed to start a productive partnership
- The importance of staying focused on client goals
- The role of AI and automation vs the role of the real estate agent
- Best practices for AI voice and texting, including seamless handoffs to humans
- Three specific ways to set up for success in Follow Up Boss
- Specific automations to set up to improve lead engagement and lead conversion
- The RELIC framework for better AI prompts and specific prompting tips for better output
- The basics and benefits of Custom GPTs - with two time-saving examples
- One way the Comet browser from Perplexity saves him time
- What’s stayed the same and what’s changed for lead conversion over the past several years
- Who to hire in-house and what to hire out to virtual assistants

At the end, learn about a disappointing baseball season, overpriced robots, open skies, and quieter trails.

Mentioned in this episode:
→ Techtember on Real Estate Team OS https://www.youtube.com/playlist?list=PLCJiXNo93cVoSlXhdFv_RC9V8G5tUw1QX
→ Follow Up Boss Success Community https://www.facebook.com/groups/followupbosscommunity

Connect with Matt Croteau:
→ Email: Matt at MattSellsOC dot com

Connect with Real Estate Team OS
→ https://www.realestateteamos.com
→ https://linktr.ee/realestateteamos
→ https://www.instagram.com/realestateteamos/