Demo Day 25'     FAQs     White Paper     Reddit     in     Facebook     Youtube

The Systems Accelerator Manager (SAM)

Streamlining real estate business with

Custom Resource Creation.

Daily Routines Automation.

Scalable Systems.

Reduce your workload, handle client communications, & 
quickly build and deploy business systems tailored to your needs.

NEW GUIDEBOOKS FOR

Revolutionizing Your Real Estate Business With AI In 2025

Dive in and supercharge the way you operate, engage, and grow in real estate. 

Building An AI-Powered Real Estate Business

Using the Communications Matrix: Creating Truly Personalized Messages

Learn how to use SAM to create personalized email and SMS messages with ease. By using client information already stored in SAM, you can craft messages that feel tailored, personal, and professional - saving you hours of manual work.

Evolution of the Real Estate CRM:
AI-Powered Contact, Property, Transaction & Listing Databases

Discover how SAM’s AI-powered databases help you organize client, property, and transaction details. With everything stored in one place, you’ll have the tools to create smarter interactions and make better business decisions - quickly and easily.

Well Timed Automations: Building Daily Routines that Free Your Time for What Matters Most

Learn how to build AI-powered automations that truly understand your business. SAM’s Routines feature lets you automate repetitive tasks, like client follow-ups and lead nurturing so you can focus on what matters most - building relationships & closing deals.

HELPING AGENTS & TEAMS DO THEIR BEST WORK

All in one AI-powered platform.

Workflow Automations + AI = Routines

Increase daily operational efficiency up to 40%.

Contacts + Custom Communications

Enhance client engagement, and instantly reach people where they are.

Content Generation + Chatbots

Implement lead-generating resources & 
helpful AI self-service assistance.

Growth + Daily Workflow

Eliminating repetitive time-sucking manual tasks.

DON’T TAKE OUR WORD FOR IT

Give us a spin and see for yourself.

Help Articles + Tutorials

Empower agents and answer FAQs.

Looking to unlock your team’s workflow secrets?

Here are a few ways you can work with us to stay connected, get the latest news on SAM, AI, and System Accelerator technology.

Our Best Workflow Secrets

A Real Estate Agents Guide To Success 
(Even In A Changing Market)

Invest In Workflow Secrets

We Periodically Take On Investing Partners Who Align With Our Mission, Goals, and the Workflow Secrets Values.

AI System & Real Estate 
Business Coaching

Who We Are

Workflow Secrets is an AI-powered real estate software company with the mission to redefine productivity, enabling real estate professionals to achieve their unique visions of success without compromising on what matters most - family, friends, hobbies, and their business future.

A cornerstone of our initiative is the Systems Accelerator Manager (SAM), an AI-driven System Accelerator platform designed to revolutionize how real estate agents manage their operations.

SAM exemplifies our approach to problem-solving, leveraging the power of artificial intelligence to redefine productivity and efficiency for real estate professionals in various business aspects: from lead generation and conversion, to client retention, and operational management.

Mission

Our Mission is to help every single real estate agent we come in contact with, using technology, find a more productive way of working towards their own version of success; without sacrificing the things that make life worth living.

American Values

American values and a strong work ethic are the principles Workflow Secrets was founded with. Striving daily to make Yourself, your Community, and your Country better through Patriotism and Reverence for the men and women who sacrificed to create a land of opportunity for entrepreneurs just like us.

Core Values

Daily Growth, Inspiration, Forward Action, Respect, Positive Intention, Relentlessness, Personal Ownership & Sovereignty, Grit, Humility, Gratitude, and Servant Leadership.

Our Founders

Cody Stepp is the Marketing and Growth Director and Co-Founder of Workflow Secrets, and creator of Mat Ready Fitness.

Since 2019, Cody has served in various roles within the real estate software industry including customer success, sales, marketing, real estate training, AI and software development.

He's also the creator of the Systems Accelerator Manager (SAM) SaaS, and the defunct Workflow Secrets Dashboards product. Taking a focused approach to addressing a real estate agent's need for strong time management, systems, and calculated automation for efficiency, as well as emerging technologies such as AI to aid in the process development.

Cody has a Bachelors of Arts in Visual Communication and Graphic Design and a Masters of Communication in Integrated Marketing Communications from Drury University. He considers himself a ‘digital nomad’ bringing him to North-Eastern & Southern Florida.

Cody is an Eagle Scout, blue belt in Brazilian Jiu Jitsu under fourth degree black belt Professor J.W. Wright, American Graphic Designer, PADI Open Water Scuba Instructor, National Champion Cheerleading Coach, LiveHard & 75Hard Program double-finisher, and enjoys personal development, reading, mindset & mental fortitude training, and personal-travel.

Mark Stepp is a Co-Founder of Workflow Secrets and
Now Lead Architect of SAM 2.0

  Previous Chief Innovation Officer, Lead Architect of the Realvolve Workflow System, Relationship Scoring and Predictive Revenue Engine.

Founder and Architect of AdvantageXI under Mark-It-Systems.
Co-Founder of Workflow Secrets.

Since 1983, Mark has been Designing, Developing and Engineering software in the real estate, lending, title, escrow and insurance industries.

He hosts online webinars and training classes for real estate agents, Realvolve customers on all aspects of CRM, Listing & Transaction Management and Workflow Development; and is a featured AI & real estate keynote speaker.

Mark has a Bachelor of Science in Computer Science from Southwest Baptist University and resides in Bolivar, Missouri with his wife Kathy, where they successfully raised four children, Savannah, Cody, Jake & Makenzie into adulthood. 

Mark is an Eagle Scout, black belt in TaeKwonDo, the industry leading computer scientist and software engineer, an avid astronomer and astrophysics enthusiast, and enjoys all things involving space, planets, stars & time travel. 

('Now I just need a DeLorean...' - Mark)

Where We've Been Featured

We'd love to share! Maybe we'll be at your event next, reach out to see if we are available.

A Youtube Channel Focused On AI In Real Estate

CONNECT:     Reddit     in     Facebook     Youtube

About the Systems Accelerator Manager (SAM)

SAM is a pioneering platform born from a deep understanding of the real estate sector's unique challenges and opportunities. Originating as a visionary project designed to revolutionize real estate practices, SAM places generative AI at the core of a real estate agent's workflow. At Workflow Secrets, we recognize that AI is not just a buzzword or feature to be duct-taped onto an outdated platform but rather a tool essential for today's real estate professionals. It unlocks new levels of efficiency, client engagement, and success for agents (just like you) across the industry.

Offices

HQ - Bolivar, Mo
Remote Office - St. Louis, Mo

Contact

Terms & Conditions Privacy Policy
Copyright 2025 - Workflow Secrets - All Rights Reserved