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The Systems Accelerator Manager (SAM)

The AI System Replacing Legacy CRM's & Empowering Real Estate Success

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.

AI CRM Readiness Assessment

Find Out If You're Ready To Accelerate Your Real Estate Business With AI In 2026

Dive in to find out if your current CRM is set up to actually generate leads, keep you top-of-mind, and supercharge the way you operate, engage, and grow in real estate. 
Put AI to work, without losing the human touch.

DON’T TAKE OUR WORD FOR IT

Give us a spin and see for yourself.

Building An AI-Native Real Estate Business

HOW SAM HELPS AGENTS & TEAMS DO THEIR BEST WORK

Automations + AI = Routines

From Automations to Real Systems. Increase daily operational efficiency up to 40% With SAM.

Smart Databases = Smarter Biz Management

Your business runs on data, SAM connects your Contacts, Properties, Listings, & Transactions in one place, automatically

Attract, Engage, & Convert Leads

From blank page to print-ready resources, plug-and-play landing pages, and lead capture forms in minutes.

One Command Center for Everything Marketing

Stay on track. Show up ready. Manage your day’s messages, calls, tasks, and follow-Ups, all in one place.

READY TO START ACCELERATING YOUR BUSINESS?

Give SAM 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.

Workflow Secrets Co-Pilot

An 8-week concierge-level coaching experience to integrate SAM into your business, align your strategy, and scale with hands-on help from real experts.

We’re Building Something That Challenges The Entire Foundation Of How Real Estate Technology Works.

A future where technology works for people - not the other way around.

It was created because I felt what agents were feeling: burnout, overwhelm, exhaustion from doing it all. And because of that, I built it with real empathy - built it to reduce long days and longer weeks, to make automation and messages sent to leads and customers feel human again, and to give people their time and sanity back.

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), the AI-System that is replacing real estate CRM's for agents and teams across North America.

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.
Then I heard the voice of the Lord saying, “Whom shall I send? And who will go for us?” And I said, “Here am I. Send me!” Isaiah 6:8

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 Arts in Integrated Marketing Communications from Drury University. He considers himself a ‘salted granola soul’ claiming the beaches and coral reefs of Florida his home.

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

Mark Stepp is the Chief Innovation Officer /Lead Architect of SAM (The Systems Accelerator Manager).

  Previous CIO, Lead Architect of the Realvolve Real Estate CRM Workflow System, Relationship Scoring and Predictive Revenue Engine.

Founder and Architect of AdvantageXI pre-SaaS real estate management system 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.

A recognized industry leader, he hosts online and in person training events and webinars for real estate agents, teams, and brokerages across North America on all aspects of Business, Technology, CRM tools, Listing & Transaction Management, AI, and Workflow Automation Development; and is a featured voice in the AI & real estate keynote speaking space.

Mark is a distinguished alumni of Southwest Baptist University, with a Bachelor of Science in Computer Science, 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 leader and pioneer in the fields of computer scientist and AI-native 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.

What Others Are Saying about Sam

Don P.  - San Diego, CA 

Laura L.  - Bermuda Dunes, CA

My favorite part!!!! The ability to back up my agent's intellectual work so they are confident they are covered for whatever. And it has saved me DAYS of work giving them that security.

Kerry P.  - Dayton, Ohio

Keeping up with social media while doing all the real work of selling a home is tough. Once skilled with it, I can see it being a valuable tool that can be used quickly to blast social with small updates, details, hooks, open house pings with cool features throughout the day.

Matt L. - St Louis, Mo

I love the idea of setting up “members” not as different people all together but the different focuses that I have in my business. Thank you!

Kristen C. - Queen Creek, Az

Hey Cody! Just so you know, SAM has become indispensable tool in my real estate arsenal. The ease of creating and implementing systems, along with the guided layout of it all, I can already tell is going to take me business productivity to new heights. Now I've tasted it, I can't imagine running my business without SAM!

Josh G. - Springfield, Mo

Hey Man, just wanted to share a little success story for ya. After spending a few days clicking around I was able to create five lead magnets going over the buying side experience for new homeowners that I plugged into my website. Pointed some social media traffic towards them, offered them as bonuses, and have an ad running for one. As a product I now have 17 new leads coming in just from this. The best part is they are already qualified.

This software is a slam dunk! Thanks for letting me get my hands on it, first. Keep Working hard on improvements, love to see what you’ve made.

Zach F. -  Springfield, Mo

It was great being able to take all my letters & rewrite them in my “own voice” so they didn’t seem store bought. Thanks for making it so easy to use & introducing me to AI.

Kathy S. - Bolivar, Mo
(Cody's Mom)

We are VERY excited to be back with the great wizard of real estate himself, Mark Stepp, and we get a bonus Stepp this time, Cody! You've got some exciting things in this software. Looking forward to working under the hood.

Holly C. -  Atlanta, GA

I don't usually invest in new tools and platforms but have been following you for a while. I’ve seen your passion and your experience to find and build the tool users need and want. At that point SAM was a no-brainer.

Mel . W. - Chester, MD 

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About the Systems Accelerator Manager (SAM)

SAM is an AI-native platform that is helping real estate agents and teams across North America run their business. Instead of managing endless tasks, follow-ups, and templates by hand inside dated tools, SAM replaces that patchwork, bringing together your database, communications, and automations, then builds and runs the entire system for you.

From lead follow-up to transaction timelines to past client nurture, SAM creates automated Routines that feel personal, act instantly, and run in the background, so your business keeps moving even when you’re focused on the 1:1 personal relationship building that helps close deals.

Unlike traditional CRMs, SAM doesn’t store data, it activates it. Built from the ground up with AI at its core, SAM adapts to how you work, learns from every interaction, and becomes the engine behind more consistent communication, stronger relationships, and sustainable growth, with less effort.

At Workflow Secrets, we believe the right systems don’t just improve your business, they change your life for the better. SAM is designed to do just that, free up time for the things that matter most: friends, family, hobbies, and growing your business.

Offices

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

Contact

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