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Acquire the Systems Accelerator Manager (SAM)

Revolutionizing Real Estate Technology - A Generational Opportunity For The Acquisition Of SAM

3 Million Active Licensees. 72% Already Use a CRM - Yet the Workload Hasn’t Changed, and Most Hate Their Legacy System.

You probably already know this, and that is why you are here...

Our TAM: 657,000 to 876,000 Agents, with potential ARR exceeding $94M.

The real estate industry is drowning in outdated software. Legacy CRMs were built for contact storage, not agent success. SAM (The Systems Accelerator Manager) is changing that - one team at a time, fast.

Built by lifelong real estate technologists, and entrepreneurs Mark & Cody Stepp, SAM is the first AI-native operating system for agents. It automates and builds daily routines, creates personalized communications, and turns stored data into revenue-driving action - without the user needing to learn prompts or build workflows.

It’s live. It’s scalable. And it’s already cutting agents’ workload by up to 40%.

Why Mark & Cody Matter:

Mark Stepp is a 35-year veteran of real estate technology, credited with building two of the most used systems in the industry - including Realvolve’s Workflow Engine and AdvantageXI. Cody Stepp brings modern AI, behavioral marketing, and systems design that bridges the gap between emerging automation and practical agent workflows.

Together, they’ve created a system that redefines what a CRM should be - one that aligns with how real agents think, work, and grow. Fundamentally shifting the real estate technology industry in the process as they chase down our Vision for the future of these tools.

Acquisition Opportunity:

The future of real estate technology will align with the vision SAM already fulfills. Building a platform of this depth and maturity in-house would take years and require relentless, direct user development with working agents.

To accelerate that curve, you have two options:

Option 1: $62M USD - Full acquisition. This includes complete transfer of the Systems Accelerator Manager (SAM) platform, IP, and vendor accounts. Mark and Cody will exit the project.

Option 2: $34M USD - 49% ownership of the Systems Accelerator Manager (SAM) platform - retaining the founders (Mark & Cody Stepp) to continue leading product, vision, and expansion.

Post-acquisition, both Mark and Cody will transition into key leadership roles with agreed-upon compensation, ensuring continuity, innovation, and rapid scale.

This is the ideal situation in a space that is fraught with investor-backed failures, board-lead misunderstandings of the core issues plaguing the customers, and the need for Founder-Lead Culture popularized in Silicone Valley.

For any company looking to:

✅ Compress a 3-5 year build cycle into 0

✅ Enter or dominate the $10B+ US-based real estate SaaS space

✅ Retain not just the codebase, but the minds who built it from the ground up

✅Expand SAM past real estate into any 1:1 sales-based industry that works with people

SAM isn’t just a platform. It’s your fast-track into the future of real estate technology - with the inventors still in the driver’s seat.

If you're ready to explore this opportunity further, whether you're interested in full acquisition, a strategic equity stake, or due diligence on SAM’s platform and roadmap - we’d welcome a direct conversation.

📞 Contact:

Cody Stepp – Co-Founder & Director of Growth

Email: Cody@WorkflowSecrets.info

HQ: Bolivar, Missouri

Web: www.WorkflowSecrets.info

If you’re here, you already understand the size of the opportunity.

Let’s discuss how SAM can become the competitive advantage your portfolio has been missing.

Who We Are:

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.