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This job consists of moving contact information from a variety of lists in word documents to a single excel form. We have roughly 380 lists of contacts, each list could have anywhere from 5-30 contacts. Contact information in the list is not in a consistent format, some entries contain a lot information and some just names of people or companies. We need all this compiled into a single excel sheet so we can upload it into a new database program. Attached is a sample list and a sample excel file. The contacts are currently organized by the title of the lists and the same contact can be in several different lists. Our objective is to have a single entry per contact in the excel list.
The excel file is broken into two sections: Word Doc Title and Contact Information. The Word Doc Title section only contains information in the title of the word doc and the Contact Information section only contains information from the contact info inside the word doc. The titles of the lists vary and include up to three different pieces of information: the type of real estate, the type of capital, and the geography. Since contacts can be in multiple lists there can be multiple entries for real estate type, capital type, and geography under the same contact. For example an entry could have several columns such as Real Estate Type 1, Real Estate Type 2, Real Estate Type 3, etc. Each column only has one entry.
Here's a list of Real Estate Types:
Apartment (multifamily is apartment), Retail, Office, Industrial, Hotel (hospitality is hotel), Land Development, Land, Amusement Park, Gas Station, Golf, Hospital, Health Care, Medical Office, Building, NNN, Condominium (or Condo), Owner User, Parking, Pre-development, Pre-entitlement, Resort, Senior Care, Assisted Living, Skilled Nursing, Self Storage, SFR, Student Housing, Workforce housing, Church, Core, Core Plus, Value Add, Infrastructure, Note Purchase
Here's a list of Capital Types:
Construction, Equity, Life Insurance or life co, life company, life), Bridge, Agency, DUS, FHA, Senior, Mezzanine (or Mezz), Preferred Equity, Bank, Hard Money, Permanent, DIP, Full Capital Stack, Factoring, Opportunity, High Leverage, High Yield, Non recourse, note hypothication
Geography is obvious.
So a word doc with the title "Land Opportunity Mezz" would mean that every contact in the file would have an entry for "Land" in the Real Estate Type Column, "Opportunity" in the Capital Type 1 column, and "Mezzanine" in the Capital Type 2 column. There's no limit to the number of columns for each contact as long as every contact name is only listed once. The only time that a contact would be listed more than once is if the name is listed under more than one company. In that situation duplicate the entry with the same info except a different company name. Please put any duplicate entries in bold.
Since not all contact info is complete just input the available information and leave anything missing blank. So if the email and phone are listed but no address, just leave the address cell empty. If a cell phone or mobile phone number is listed put in the mobile phone column, if not just put the phone numbers in the phone columns.
Ignore word docs that don't have any of the Real Estate Types or Capital Types listed above in the title.
