Muljat Group Commercial

Muljat CRM Review

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Muljat Group Commercial  |  Bellingham, WA
Project History · creproperty.com

How we got here — and what's next.

The full timeline of the Muljat CRM migration off LeadSimple: the June 12 review and decisions, Robert's build sprint, the July 2 re-review, the clean-slate data clear now underway, and the run to a July 31 MVP.
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Timeline

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.
July 6, 2026 (Mon) Working session
Team walked the clean demo end-to-end — the real-workflow decisions
Ran a live deal through the empty demo.creproperty.com (create deal → property → contacts → Dropbox) and made a long list of concrete decisions: combine the two Pending columns (with a feasibility date + checkbox on the card), pipeline value = active-open only (+ show commission), shrink the dashboard cards, reorder the deal card (notes get their own pinnable/audited section, contacts second), people-first buyer/tenant cards (price · asset · area), and the MVP Dropbox scope = link at the property level and auto-populate the property-card basics (contract/date automation is v1.1). Plan: Robert in person all week, Troy out ~2 weeks, team meets in person; this week is half Sales / half Leasing; everyone builds their own deal; next check-in tomorrow ~10:30. Full detail → July 6 working-session minutes.
July 10, 2026 (Fri) 🚀 LAUNCHED
v1.0 launched — MGC CRM is live at mgcre.com
Official go-live, 21 days ahead of the July 31 MVP target. Rebranded MGC CRM (new logo, dark theme) on the new domain mgcre.com. LeadSimple retired. Shipped far beyond the MVP scope — a commission ledger, AI Intelligence triage, email/meeting auto-capture, property valuation, integrations, and an ideas/tickets loop are all in.
July 12, 2026 (Sun) Deep dive
v1.0 deep-dive review + v1.1 options
Walked the launched product live. Verdict: remarkably complete — the deal card (commission billing, critical dates, QR, PM handoff) and the Commissions ledger + Intelligence triage are genuinely strong. The gap is trust & finish, not features: lease-abstract expirations still blank (161), 139 overdue LinkedIn/Mailchimp tasks, 64 orphan properties + 31 orphan contacts, template-text leaks, $0.02/SF lease comps. Full v1.0 review + ranked v1.1 options → v1.0 Review & v1.1 Options.
August 2, 2026 (Sun) Roadmap
3 weeks in: v1.1 / v2.0 roadmap + the property data platform
Reviewed the live system (184 assets · $260M portfolio · 77 active deals). Big find: the Commercial MLS (CBA) feed is already live — 15,157 listings, weekly cron — plus a county-assessor parcel sync and a self-auditing integrations framework (9/13 systems connected). So the "property database with an MLS feed" is ~90% built. Remaining: fuse the CBA feed into the property universe on the parcel key, add the two owned feeds (Northwest Trends + PM database — easy, no license), and lift parcel/coordinate coverage (Regrid). Full plan → v1.1 / v2.0 Roadmap & Property Data Platform.
August 31, 2026 (Mon) 🏢 Productized
MGC CRM became a commercial product — and our top v1.1/v2.0 recs shipped
mgcre.com is now a public SaaS product ("The private operating system for commercial real estate"), sold to other brokerages at $175/broker/mo (3-broker minimum, no platform fee, invitation-only, white-glove onboarding); the app moved behind Team sign-in. Live metrics on the marketing page: 630+ suites across 98 buildings · 1.19M SF; 15,000+ CommercialMLS listings (WA/ID/OR, weekly). Several roadmap recommendations shipped: the stacking plan (floor-by-floor, colored by expiry year, WALT/rent roll/occupancy computed), lease-PDF abstraction (tenant/rent/term/options/critical dates), a syndication checklist that flips to a take-down list, a permanent listing-traffic archive for renewals, a SHA-256 hash-chain append-only audit log, voice deal entry, and an 11-KPI EOS scorecard. Honest remaining gaps (per their own page): no commission-split ledger (calculator + leaderboard only), no e-signature, Whatcom-county parcels only, and just one brokerage in production so far.

In-app verification (signed in Aug 31, now multi-tenant at muljat.mgcre.com): Stacking plan ✅ real — occupancy/vacant-SF/WALT/avg-rent with suite blocks colored by vacancy & expiry year (1326 N Garden St: 42% occ, WALT 0.5yr). Lease-abstract expirations 🔴 still broken — all 161 abstracts still read "no end date," even though the property's Spaces table carries real listing-expiration dates (2026-12-31) — the two stores (plus a "not-yet-schema'd" rent-roll widget) are still disconnected; unifying them is the core open data-model item. Feeds: CBA grew to 15,280 listings/391 cities (weekly) but still a separate table, not fused into the 204 properties; assessor 116/204 matched (Whatcom only, no Regrid yet); Dropbox 41 docs; email intake got smarter (auto-files to a matching deal by CC). Northwest Trends and the PM database are still NOT wired — the property-data-platform items all remain open v1.1 work. Full arc → v1.0 Review · Roadmap & Data Platform.

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.

What the data clear changes

The clear knocks out or de-risks most of the blockers

July 2 blockerAfter the clean slate
Demo / "(copy)" data everywhere✅ Resolved by the clear (Robert)
Inflated dashboard (90 deals / $116.8M)✅ Resolved — KPIs recompute from real deals only
Lease-abstract expirations blank (161 "no end date")🟡 Reset — stale records gone; now verify a fresh upload actually populates the date
False-overdue tasks🟡 Should clear — verify once real deals/dates are in
Deal values / commissions unentered🟡 Team task — entered as real deals are added

What's left to accomplish

Post-clear, the remaining MVP work is small and concrete. Full detail on the July 31 MVP Plan →

Robert

  • Finish the data clear
  • Verify lease-abstract upload populates the expiration date
  • Commission calc outputs the right number from value + %
  • Clean leasing stages (stray "Buyer Shopping")
  • Finish basic add-a-space on a deal/property
  • Confirm every login shows the same dashboard

The Muljat team

  • Enter real deals with values & commissions
  • Upload 2–3 real leases and verify the abstracts
  • Work the board daily; log every bug
  • Sign off on MVP scope (hold the line)
  • Run the weekly meeting from the CRM scorecard
  • Go/no-go ~July 28 → launch July 31

Timeline to launch

WhenFocus
Jul 2–6Data clear (Robert) → team begins entering real deals on the clean slate; fix expiration population + task dates
Jul 7–13Full real book entered; dogfood lease-abstract uploads; commission calc verified; stages cleaned; logins confirmed
Jul 14–20Run real deals natively; add-a-space tested; bug list worked down; weekly meeting run from the CRM
Jul 21–27Stabilize; final reconciliation vs LeadSimple; punch-list cleanup
Jul 28Go / no-go against the must-have list
Jul 31MVP LAUNCH — Muljat CRM is the system of record; LeadSimple read-only