Muljat Group Commercial

Muljat CRM Review

This page is for Muljat Group Commercial team members.
Enter the password to continue.

Muljat Group Commercial  |  Bellingham, WA
Revised Plan · Reviewed live July 2, 2026

The July 31 MVP — what's left, and who does it.

The July 1 target passed; the revised goal is a working MVP the brokerage runs on by July 31 — LeadSimple retired, real deals in creproperty.com, numbers you can trust. Good news from today's re-review: most of the June 12 build shipped. What remains is mostly data cleanup and two data-population fixes, not new features.
MVP definition: the team can run its real daily leasing + sales workflow in the CRM — enter deals, advance stages, track tasks, see accurate pipeline & expirations — without touching LeadSimple. Depth features (stacking plans, full lease-abstract fields, commission accounting) are v1.1, not MVP.
← Back to the Review Checklist

What shipped since June 12 ✅

Confirmed live today. Robert did a lot — the two biggest June 12 blockers (the deal card and the action-plan mess) are largely resolved.

AreaWhat's now working
Dashboard✅ Simplified: clean "Good morning" header, new Quick Access row, KPI tiles reworked (Win Rate & Tours Booked removed, Commission Pipeline added), "Tasks" renamed with 14-day view
Navigation✅ Sales · Leasing · Biz Dev · Leads split out per 6/12; Columns (hide) button added
Deal card✅ Rebuilt: working Note/Call/Email/Meeting/Task tabs, a change-stage dropdown, a Commission panel with Lead/Co-list/House splits, LOI Builder wired to the deal, Deal Room, Send OM, Delete/Duplicate, Property panel
Spaces (foundation)✅ A Spaces section on the deal card ("add suites to break this building into leasable units") and "+ space" on board cards
Action plans✅ Purged to 22 clean [AP2026] templates (from 36); the empty "(copy)" duplicates gone; 17 runs logged
Lease abstracts (UI)🟡 Added the "link this lease to a Property + Suite" bar so a new abstract can auto-file to a space; upload-and-distill entry point present

What's still blocking the MVP 🔴

Four things stand between here and a trustworthy launch

  1. Demo / duplicate data — clean environment is LIVE. ✅ Done (as a fresh instance). A clean, empty build now stands at demo.creproperty.com ($0 pipeline, 0 deals, 0 abstracts, no "(copy)" records). The former #1 blocker is resolved — the team enters its real book on clean ground. (creproperty.com still holds the demo data; confirm with Robert which becomes the live system.)
  2. Lease-abstract expiration must populate on upload. The 161 stale "no end date" records go away with the clear — but the real test is whether a fresh lease upload produces a correct expiration that feeds the Renewal Radar. The link-to-space UI is built; verify the data coming out. The one real build/verify item.
  3. Deal values & commissions unentered. Most deals read "Inquire" / "TBD." The pipeline value and commission KPIs are meaningless until real numbers are in (a mix of a team data task and the commission calc producing the right output).
  4. False overdue tasks. The dashboard still shows tasks 30+ days overdue on real deals (145 E Stuart Rd LOI steps). Date handling on action-plan tasks needs fixing so the task list is trustworthy.

MVP scope — must-have vs. v1.1

Must-have to launch (July 31)

  • Clean data — real deals only, no "(copy)" records
  • Deal card fully working (nearly there) + values/commissions enterable and correct
  • Correct pipeline stages per module (leasing shows a stray "Buyer Shopping")
  • Tasks/action plans clean — no false overdue
  • Lease abstracts: expiration dates populate so the Renewal Radar works
  • Add-a-space works on a deal/property (basic)
  • Every team member has a working login + the same dashboard

Defer to v1.1 (after launch)

  • Full lease-abstract depth: option counts, notice-deadline alerts, escalation schedules, source-page citations + verified toggle
  • OCR for scanned leases (if text-PDF abstraction works for now)
  • Stacking plans + floor-plan hotspots
  • Full space break-out / connect-to-parent workflows (2228 Queen St, Salish Village)
  • Commission accounting depth (draws, 1099s, invoicing)
  • Property-as-hub contact mapping, AI auto-capture

What Robert needs to do

TaskWhy it's MVP
✅ Clean slate stood up at demo.creproperty.com (empty & functional)Removes the #1 blocker; confirm demo.* vs creproperty.com as the live system
Fix lease-abstract expiration population — abstracts must output real end dates that feed the Renewal RadarThe core "when does it expire" value is broken
Fix false-overdue tasks — correct date handling on action-plan stepsTask list & email digests are noise until fixed
Commission calculator: produce the correct number when a deal value + % are enteredCommission pipeline KPI must be trustworthy
Correct pipeline stages per module (remove stray "Buyer Shopping" from Leasing)Clean daily workflow
Finish basic add-a-space on a deal/property (create a suite, set SF + status)Multi-space listings are core to leasing
Confirm every team login works and shows the identical dashboardThe team can't run on it otherwise
Dedupe the few remaining duplicate action-plan templates (two "Analyze", etc.)Polish; quick

What the Muljat team needs to do

TaskOwner
Enter your real active deals — with values & commissions — and delete the demo cards you spotEvery broker
Dogfood the lease-abstract pipeline: upload 2–3 real leases, verify the abstract + expiration date come out right; log what's wrongMegan / Sarah
Work the leasing board daily — try the spaces / add-a-space — and log every bug for RobertEveryone
Draw the line: sign off on this MVP scope (must-have vs. v1.1) so it doesn't slip againTroy
Verify each person's login + dashboard before launch — don't discover it liveTroy / Haley
Run the weekly meeting from the CRM scorecard (retire the Ninety habit)Team
Go/no-go review ~July 28 against the must-have listTroy
July 31: stop creating anything in LeadSimpleEveryone

Four-week run to July 31

WeekFocus
Jul 2–6Data purge (Robert) + team starts deleting demo cards and entering real deals. Fix expiration population + false-overdue tasks.
Jul 7–13Team enters the full real book; 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 data 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.

The Bottom Line

Is July 31 realistic?

Yes — because what's left is mostly cleanup, not construction. The deal card, dashboard, nav, action plans, and the spaces foundation all shipped since June 12. The remaining MVP work is dominated by one data purge and two data-population fixes (lease-abstract expirations, task dates), plus the team doing the un-glamorous work of entering real deals and deleting demo records.

The data clear (committed July 2) is the single biggest de-risker — it removes the #1 blocker and resets the abstract/task data. That leaves essentially one real build/verify item (lease-abstract dates on fresh uploads) plus the team living in the system and shaking out bugs — exactly the "try to break it" plan, four weeks later. Hold the line on MVP scope (defer stacking plans, full abstract depth, and the break-out workflows to v1.1) and July 31 holds. See the Change Log & History → for the full timeline.