Mark and Cody Stepp are the father-and-son duo behind Workflow Secrets, the creators of SAM (the Systems Accelerator Manager), an AI system replacing traditional real estate CRMs for agents and teams across North America.
With over three decades in real estate technology and software development, Mark Stepp is a recognized industry leader and the architect behind two of the most widely used CRM systems in the industry.
A pioneer in workflow automation, Mark’s expertise lies in designing systems that eliminate busywork, reduce burnout, and build scalable, sustainable real estate businesses. His deep understanding of real estate operations comes from decades spent working hands-on with agents and brokerages across the country.
Cody Stepp, a second-generation real estate technologist and systems builder, leads Workflow Secrets' marketing, growth, and product innovation.
With a background in sales, marketing strategy, and AI development, Cody brings modern systems thinking and routine automations to the forefront, guiding the future of real estate technology and empowering agents to implement AI strategically using SAM.
Together, Mark and Cody created SAM to replace legacy CRMs with a smarter, more human-centric system, intentionally leveraging AI from the ground up to generate personalized communication, automate follow-up routines, streamline operations, and enhance client experiences, all while giving agents back their most valuable resource: time.
More than technologists, Mark and Cody are also educators, speakers, and trusted business coaches. Through Workflow Secrets, they have helped thousands of agents and teams simplify their systems, strengthen client relationships, and reclaim time for what matters most: friends, family, hobbies, and sustainable business growth.
Grounded in their C.O.R.E. Strategies Framework (Conversions, Operations, Retention, Experience), they help real estate professionals build businesses that are both scalable and deeply relational, making them ideal guides for anyone looking to harness AI’s transformative potential within their tech stack.