June 12, 2026 Review session
CRM working session #2 + this review site launched
Live walkthrough of creproperty.com with Troy, Haley, Megan, Sarah & Noah. Agreed the core changes: simplify the dashboard, split Leads out from Biz Dev, lock the sales/leasing stage order, purge the old LeadSimple tasks & action plans, scope the deal card, adopt CBA colors, and add a commission calculator for $1 listings. Built the first three pages of this site — Review Checklist, Meeting Minutes, and Muljat CRM vs LeadSimple.
June 12, 2026 Analysis
Strategic review, competitive benchmark & build specs added
Went beyond the punch list: a Strategic Review (data reconciliation, commission accounting, governance) and a sourced Competitive Benchmark (Buildout, AscendixRE, ClientLook, RealNex pricing; Crexi/VTS/Kira AI; CommissionTrac; the EOS-scorecard-from-CRM idea as the one genuinely novel play; single-developer governance risk). Plus two build specs — Lease Abstraction (Pattern.ai reviewed firsthand at trustpattern.ai — a general AI assistant, not a CRE lease engine) and the Space Breakout / Property–Space Model (property→space→lease, stacking plans, floor plans, with diagrams of the 2228 Queen St break-out and Salish Village connect).
Mid-June → July 1 Build sprint
Robert shipped most of the June 12 list
Confirmed live on July 2. Delivered: dashboard simplification (Quick Access row, Win Rate/Tours removed, Commission Pipeline added, Tasks renamed); nav split (Sales / Leasing / Biz Dev / Leads + a Columns hide button); a rebuilt deal card (working Note/Call/Email/Meeting/Task tabs, change-stage dropdown, Commission panel with Lead/Co-list/House splits, LOI Builder wired to the deal, Deal Room, Send OM, Delete/Duplicate); the Spaces foundation on deal cards; action plans purged to 22 clean [AP2026] templates; and a lease-abstract → Property/Suite linking UI.
July 1, 2026 Milestone
Original go-live target passed
The first target slipped. The build was substantially further along than in June, but not yet a clean, trustworthy system to run the brokerage on.
July 2, 2026 Re-review
Live re-review + revised plan to a July 31 MVP
Re-walked the CRM. Confirmed the sprint above shipped, and identified what still blocked a trustworthy launch: demo / "(copy)" data everywhere, lease-abstract expirations still blank ("no end date" on all 161), deal values/commissions unentered, and false-overdue tasks. Reset the goal to a working MVP by July 31 and published the MVP Plan with a must-have-vs-v1.1 scope and a What-Robert-does / What-we-do split.
July 2, 2026 In progress
Clean-slate data clear committed
Robert is clearing ALL data for a fresh start — the single highest-leverage move. This removes the #1 blocker (demo pollution) outright and de-risks the rest: with no fake records, the pipeline value, commission KPIs, and task list all become meaningful again. After the clear, the team enters its real deals and uploads real leases from scratch — the honest "try to break it" test on clean ground.
Early July, 2026 Clean slate live
A clean environment is live at demo.creproperty.com
The clear took the form of a fresh, empty instance: demo.creproperty.com shows $0 pipeline, 0 deals, 0 abstracts — no "(copy)" records, everything zeroed — and the core modules are all present and functional (dashboard, pipeline, and Lease Abstracts with the upload + link-to-suite bar ready). This is the clean ground to enter the real book and run the July MVP on. The older creproperty.com still holds the demo data — worth confirming with Robert whether demo.creproperty.com becomes the live system of record, or creproperty.com gets cleared to match.
Working cadence
Since mid-June the build has run on twice-weekly 30-minute working calls — Mondays & Wednesdays — with Robert & Parth. That steady rhythm is what moved most of the June 12 list in about three weeks. These calls aren't currently recorded, so this history is reconstructed from the periodic live reviews; capturing them (even a one-line recap after each) would let this log update itself.
