Technology that works for people — not the other way around

Mark Stepp is a real estate technology pioneer, systems architect, and co-creator of SAM. For more than 36 years, he has worked alongside real estate professionals to understand how agents build relationships, manage transactions, generate business, and keep everything from falling through the cracks.

Long before artificial intelligence became part of the everyday business conversation, Mark was designing CRM platforms, workflow engines, and automation systems for the real estate industry. He has helped architect multiple generations of real estate technology, including two previous CRM companies, giving him a rare perspective on what agents actually need—and why traditional CRMs so often fail them.

Mark’s work has always been rooted in systems thinking. He believes the greatest challenge facing most agents is not a lack of ambition, talent, or leads. It is the absence of a connected system capable of remembering what needs to happen, making intelligent decisions, and helping the agent follow through consistently.

As Lead Systems Architect of SAM, Mark guides the platform’s foundational architecture, automation engine, data structure, routines, and AI capabilities. His goal is not to use technology to replace the agent. It is to remove the repetitive work, mental clutter, and operational pressure that prevent agents from doing what they do best: building relationships and serving people.

SAM represents the culmination of Mark’s decades of experience—a business operating system designed from the ground up for the way modern real estate professionals actually work.

Cody Stepp is Co-Founder and CEO of Workflow Secrets, and co-creator of SAM, the Systems Accelerator Manager: an AI-native platform built to help real estate agents replace manual CRM work with personalized systems, automated Routines, and business operations that move with them.

His work sits at the intersection of product direction, growth strategy, positioning, customer education, sales, partnerships, AI adoption, and real estate systems design. He helps lead the vision, GTM strategy, customer adoption, and growth behind SAM, redefining what technology does for agents.

As a bootstrapped founder, Cody brings a ground-level view of real estate technology that few executives naturally have, having worked across sales, marketing, customer success, onboarding, training, partnerships, product direction, and operations. That experience gives him direct understanding of the agents they serve, the systems they need, and the gaps traditional CRM companies often miss.

With his co-founder and CTO, Mark Stepp, Cody helps turn decades of real estate CRM experience into a modern, AI-native platform designed for how agents actually work: in motion, in relationships, and under constant demand.

SAM was built from a simple belief: agents do not need another tool that only stores data. They need a system that uses their data to follow up, personalize communication, automate repeatable processes, and create better client experiences without sacrificing life outside the business.

Through Workflow Secrets, Cody helps agents move from scattered tools and inconsistent follow-up into clear business systems across Conversions, Operations, Retention, and Experience. That includes product education, onboarding, live training, content strategy, speaking engagements, partnerships, sales enablement, customer growth, and SAM’s AI-native business systems.

At the core, his work is about building technology that gives time back: time for friends, family, hobbies, and the kind of business agents do not have to escape from.