Vayshelboym Portfolio
Interactive Onboarding Intake Sheet
How to Use This Interactive Sheet
- Review and Complete: Go through each property listed below. Fill in any blank fields and use the dropdowns to provide as much detail as possible. Your knowledge is key to a successful start.
- Save Your Progress: This is a large portfolio. Click the Save Progress button at any time to save your work in your browser. You can close this page and when you reopen it, your data will be reloaded automatically.
- Export When Finished: Once you have completed the sheet, click the Export to CSV button. This will download a spreadsheet file (e.g., `Vayshelboym_Portfolio_Intake.csv`) to your computer.
- Email the File: Simply attach the downloaded CSV file to an email and send it back to us. This gives us all the finalized data in a clean, organized format.
| Property & Unit Details | Amenities & Features | Tenancy & Financials | Regulatory & Compliance | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Street Address | Unit # | Onboarded | Beds | Baths | Sq. Ft. | Occupied | Fridge | Stove | Washer | Dryer | Microwave | Dishwasher | W/D Hookups | Heating | Cooling | Parking | Yard | First Name | Last Name | Section 8 | Monthly Rent | Balance Details | Additional Notes | Onboarding Priority / Keys | Rental License | Lead Cert | Water Bill Status | Tax Lien? | Handle Registration? |