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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 Real Estate Licensees, In the US Alone. 
Real Estate Technology Is A Multi-billion dollar industry.
And 72% Of Real Estate Agents Already Use a CRM... 

... Yet the Workload Hasn’t Changed, and Most Hate Their Legacy System So Much They Don't Use It, Swapping Systems Every 2-3y.

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

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

The real estate industry is drowning in outdated software scrambling to add 'AI' to drive new use, yet time and time again are failing to do much more than add a chat interface and a new skin to their 20+ year old systems, driving savvy users away with poor execution, broken promises, and lack of understanding. 

At the core of the issue is the fact these Legacy CRMs were built for contact storage, not agent success... The product of a by-gone era of fast cash, quick multiples, and accelerated growth over customer care, culture, loyalty, and product health. 

SAM (The Systems Accelerator Manager) is changing that - one team at a time, fast.

Built and Bootstrapped 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 routine automations, creates personalized messages for each recipient of a email or sms, 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 Are The Ones YOU Should Work With:
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, requiring relentless, direct user development with working agents that, candidly, most solutions haven't and won't do.

The bloat and bureaucracy is too big, the product is too developed to change the billions of lines of code required, and the connection to the right information was never intended, meaning an incompatibility of Legacy products, no matter the team, talent, size, or scope applied.

Simply put, to modify any big-box, legacy CRM to meet the needs of clients, and achieve what we have already, you'd need to start over... 

And those who are already realizing this, are falling behind, failing to deploy, and driving customers away with poor outcomes on the expectations set by marketing.

To Accelerate That Curve, You Really Only 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 - Majority ownership of the Systems Accelerator Manager (SAM) platform, IP, and vendor accounts - retaining the founders (Mark & Cody Stepp) to continue leading product, vision, and expansion across industry.

Post-acquisition, both Mark and Cody will transition into key leadership roles with agreed-upon compensation and 3-5 year minimum contract, ensuring continuity, succession planning, due diligence to long-time customers, innovation within the platform, and rapid scalability across the dozens of identified business sectors in need of a better product solution.

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 minimum five to ten year build cycle, with a fundamental product re-working, into 0
✅ Properly and intuitively execute with 'AI' tools inside an AI-native application (over just flashy marketing)
✅ 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 & roadmap - we’d welcome a direct conversation.

📞 Contact:

Cody Stepp – Co-Founder & CEO / Director of AI SaaS Growth & Marketing
Mark Stepp - Co-Founder & Chief Information Officer

HQ: Bolivar, Missouri
Remote Office: St. Louis, Missouri

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

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.
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)

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Workflow Secrets - The Systems Accelerator Manager (SAM)

Workflow Secrets is an AI-driven real estate technology company focused on simplifying and automating business systems for agents and teams using modern tools.

Our flagship product, The Systems Accelerator Manager (SAM), is an AI-powered business automation platform designed to replace outdated CRMs and manual workflows in real estate. Unlike traditional software that requires manual input and repetitive tasks, SAM automates business processes, personalizes client engagement, and streamlines operations - without requiring agents to be tech-savvy.

By leveraging AI-driven workflows, content generation, and automation, SAM saves agents up to 40% of their time, allowing them to focus on what truly matters - closing deals and building relationships.

Offices

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

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