Bibbidi-bobbidi-BOOM: Your CRM should work like a fairy godmother. Not your evil step-task list.

You could wish for more leads. OR you could build the system that delivers them.

Still paying for a CRM that just sits there looking pretty while you scramble to follow up, track tasks, and remember who’s who? 

You’re not alone. 
Most agents don’t use their CRM at all. Or worse, use it in ways that create more busywork. 

This free webinar is here to wave the wand. 🪄 

We’re showing you how top-producing agents treat their CRM like a business engine — not a glorified address book.  

With the right setup, it’ll capture leads, follow up for you, and keep your deals moving like clockwork. 

Whether you’re choosing your first CRM or finally ready to make yours earn its keep, this session is for you.  

In this session, you’ll learn how to: 

  • The green (and red) flags when choosing a CRM, and what’s worth your money 
  • 5 automations top agents use to stay top-of-mind (and off the hamster wheel) 
  • What AI can (and can’t) do for your CRM 
  • How to turn your CRM into your most consistent lead generator 
  • The #1 mistake most agents make with their CRM, and how to fix it 
Watch the replay now.

Meet the Speakers

Tina Lapp headshot-1

Tina Lapp

Moderator, Colibri Real Estate

Tina is President of Hondros College and Head of Industry Relations and Career Excellence of Colibri Real Estate. She has served in multiple capacities across all of our real estate schools across the country at Colibri Real Estate. With over 30 years of professional education experience in the real estate sector, Tina empowers aspiring and seasoned professionals to thrive in their careers. Tina has served as the Vice Chair of the Ohio State Board of Career Colleges and Schools, Past President and Board member of the national Real Estate Educators Association and on the Education Committee for the Association of Real Estate License Law Officials (ARELLO). 

Mark Stepp headshot

Mark Stepp

Co-Founder & Lead Architect, Workflow Secrets

Mark Stepp is a real estate technology pioneer with over 35 years of experience designing systems that help agents eliminate busywork, reduce burnout, and build sustainable, scalable businesses. A recognized industry leader, Mark is the architect behind two of the most widely used CRM platforms in the industry and now serves as the Lead Architect of SAM (the Systems Accelerator Manager) the AI-system replacing traditional CRMs, built specifically for agents and teams.  

Known for his work developing modern workflow automation in real estate tech, Mark has spent decades working hands-on with brokerages, coaching agents, and teaching system design. His mission is to help agents reclaim their time through tools that are as powerful as they are personal. As a speaker, educator, and product innovator, Mark remains a trusted voice on the future of real estate systems, bringing heart and precision to every conversation. 

Cody Stepp headshot

Cody Stepp

Co-Founder & Director of Marketing & Growth, Workflow Secrets

Cody Stepp is a second-generation real estate technologist, systems builder, and the driving force behind Workflow Secrets’ growth and innovation. As the co-creator of SAM (the Systems Accelerator Manager), Cody leads product strategy, marketing, and AI-platform development & direction, bringing modern automation and intentional ground-up design using AI to the real estate industry.  

With a background in sales, marketing strategy, and integrated communications, Cody is known for helping agents translate complex technology into simple, personalized systems that free up time for what matters most: friends, family, hobbies, and growing their business. He brings modern systems thinking and routine automation to the forefront, guiding the future of real estate technology, and helping agents implement AI with clarity and confidence. Through coaching, product education, and strategic content, Cody empowers agents to build systems that align with their goals, serve their clients, and support their lives.