09/03/24 - Action Required - $12k Open Balance - New Client Audit Results

Hello Everyone, 

 

I hope you all had a great Holiday weekend. 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $12K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in June 2024 - July 2024 who account for over $3k of these open balances. The deadline for August commissions is Friday September 6th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1YrCj3-E9UKRNNCPQxh1iuwZEqpiIV5rl/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $7k in total with $0.00 open for clients with start dates in June 2024 – July 2024 and has the largest # of clients that have started services in need of attention at 17.
*	East Division currently has the second largest open balance at over $3k in total with over $2k open for clients with start dates in June 2024 - July 2024 and currently has the second largest # of clients that have started services in need of attention at 13.

 

 

Approx $12k open balance due for clients with a missing CCA or payment authorization forms. Over $3k open balance for clients with start dates in June 2024 - July 2024.

 



 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <aaponte@thekey.com> 
Sent: Monday, August 26, 2024 4:36 PM
To: kristy.poyner@thekey.com; 'Michelle Kenaga' <michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>; 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>; 'Triff Cook' <triff@thekey.com>; 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; 'Jennifer Piper' <jennifer.piper@thekey.com>; 'Jessica Pascasio' <jpascasio@thekey.com>; 'Karoline Da Silva' <ksilva@tenderrose.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; apuckett@thekey.com; csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com; emily.swackhamer@thekey.com
Cc: 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>; 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com; kevin.murray@thekey.com; alyson.rohane@thekey.com; jennifer.lane@thekey.com; laura.meister@thekey.com; amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com; glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com; melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com; geraldine.nath@thekey.com
Subject: 08/26/24 - Action Required - $25k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $25K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - July 2024 who account for over $9k of these open balances. The deadline for August commissions is Friday September 6th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1p2yDklL38TLODjd_QQEsYhiVqvNEY-Ei/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $14k in total with over $1k open for clients with start dates in May 2024 – July 2024 and has the largest # of clients that have started services in need of attention at 19.
*	East Division currently has the second largest open balance at over $5k in total with over $1k open for clients with start dates in May 2024 - July 2024 and is currently tied for the second largest # of clients that have started services in need of attention at 6.
*	GCM Division is currently tied for the second largest # of clients that have started services in need of attention at 6.

 

 

Approx $25k open balance due for clients with a missing CCA or payment authorization forms. $9k open balance for clients with start dates in May 2024 - July 2024.

 



 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, August 19, 2024 4:50 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> ; emily.swackhamer@thekey.com <mailto:emily.swackhamer@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> ; geraldine.nath@thekey.com <mailto:geraldine.nath@thekey.com> 
Subject: 08/19/24 - Action Required - $18k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $18K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - July 2024 who account for over $6k of these open balances. The deadline for August commissions is Friday September 6th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1du8wZBUsu61RBCgcYY7duMUJSEZORkWA/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	East Division currently has the largest open balance at over $7k in total with $0.00 open for clients with start dates in May 2024 – July 2024 and has the second largest # of clients that have started services in need of attention at 10.
*	West Division currently has the second largest open balance at over $5k in total with $780.00 open for clients with start dates in May 2024 - July 2024 and currently has the largest # of clients that have started services in need of attention at 16.

 

 

Approx $18k open balance due for clients with a missing CCA or payment authorization forms. $6k open balance for clients with start dates in May 2024 - July 2024.

 



 

 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, August 12, 2024 4:34 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> 
Subject: 08/12/24 - Action Required - $29k Open Balance - New Client Audit Results 

 

Hello Everyone, 

I hope you all had a great weekend. 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $29K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - July 2024 who account for over $24k of these open balances. The deadline for August commissions is Friday September 6th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1kCMydpdQVrss8Z2qg8XmzaVChpVYKrgh/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $17k in total with $13k open for clients with start dates in May 2024 – July 2024 and has the largest # of clients that have started services in need of attention at 22.
*	GCM Division currently has the second largest open balance at over $8k in total with over $8k open for clients with start dates in May 2024 - July 2024 and currently has the second largest # of clients that have started services in need of attention at 10.

 

 

Approx $29k open balance due for clients with a missing CCA or payment authorization forms. $24k open balance for clients with start dates in May 2024 - July 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Friday, August 9, 2024 5:20 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com
Subject: 08/09/24 - Action Required - $32k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $32K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - June 2024 who account for over $9k of these open balances. The deadline for July commissions is Friday August 9th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/19m8qybEplGyWi3KsQdMG5iQ_C2P_7VQC/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $18k in total with $196.00 open for clients with start dates in May 2024 – June 2024 and has the largest # of clients that have started services in need of attention at 21.
*	GCM Division currently has the second largest open balance at over $8k in total with over $7k open for clients with start dates in May 2024 - June 2024 and currently has the second largest # of clients that have started services in need of attention at 10.

 

 

Approx $32k open balance due for clients with a missing CCA or payment authorization forms. $9k open balance for clients with start dates in May 2024 - June 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Thursday, August 8, 2024 4:51 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> 
Subject: 08/08/24 - Action Required - $47k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $47K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - June 2024 who account for over $9k of these open balances. The deadline for July commissions is Friday August 9th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/153pFH85bu93o-afYHx1YODqbmla0y3kj/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $32k in total with $196.00 open for clients with start dates in May 2024 – June 2024 and has the largest # of clients that have started services in need of attention at 21.
*	GCM Division currently has the second largest open balance at over $8k in total with over $7k open for clients with start dates in May 2024 - June 2024.
*	East Division currently has the second largest # of clients that have started services in need of attention at 10.

 

 

Approx $47k open balance due for clients with a missing CCA or payment authorization forms. $9k open balance for clients with start dates in May 2024 - June 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Wednesday, August 7, 2024 4:36 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> 
Subject: 08/07/24 - Action Required - $4k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $4K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - June 2024 who account for $0.00 of these open balances. The deadline for July commissions is Friday August 9th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1x3_DNKIn270il6X7mb9m4ZMPFL1022Je/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $3k in total with $0.00 open for clients with start dates in May 2024 – June 2024 and has the largest # of clients that have started services in need of attention at 19.
*	Canada Division currently has the second largest open balance at $933.03 in total with $0.00 open for clients with start dates in May 2024 - June 2024.
*	East Division currently has the second largest # of clients that have started services in need of attention at 10.

 

 

Approx $4k open balance due for clients with a missing CCA or payment authorization forms. $0.00 open balance for clients with start dates in May 2024 - June 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Tuesday, August 6, 2024 5:27 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> 
Subject: 08/06/24 - Action Required - $8k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $8K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in May 2024 - June 2024 who account for $125.09 of these open balances. The deadline for July commissions is Friday August 9th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1-FVlqRhj91IumZaRaa1lUmn9iWAk8VFv/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at over $6k in total with $55.71 open for clients with start dates in May 2024 – June 2024 and has the largest # of clients that have started services in need of attention at 23.
*	Canada Division currently has the second largest open balance at over $1.1k in total with $0.00 open for clients with start dates in May 2024 - June 2024.
*	East Division currently has the second largest # of clients that have started services in need of attention at 13.

 

 

Approx $8k open balance due for clients with a missing CCA or payment authorization forms. $125.09 open balance for clients with start dates in May 2024 - June 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view



 

 

 

From: aaponte@thekey.com <mailto:aaponte@thekey.com>  <aaponte@thekey.com <mailto:aaponte@thekey.com> > 
Sent: Monday, August 5, 2024 5:21 PM
To: kristy.poyner@thekey.com <mailto:kristy.poyner@thekey.com> ; 'Michelle Kenaga' <michelle.kenaga@thekey.com <mailto:michelle.kenaga@thekey.com> >; 'Coddye Ring-Noonan' <coddye.ringnoonan@thekey.com <mailto:coddye.ringnoonan@thekey.com> >; 'Gayle Soulides' <gsoulides@thekey.com <mailto:gsoulides@thekey.com> >; 'Melissa Reyes' <melissa.reyes@thekey.com <mailto:melissa.reyes@thekey.com> >; 'Audra Williams' <audraw@thekey.com <mailto:audraw@thekey.com> >; 'Alicia Broussard' <abroussard@thekey.com <mailto:abroussard@thekey.com> >; 'Alisha Wise' <awise@thekey.com <mailto:awise@thekey.com> >; 'Amy Harris' <aharris@thekey.com <mailto:aharris@thekey.com> >; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com <mailto:araceli.gutierrez@thekey.com> >; 'Cassi Gilkeson' <cgilkeson@thekey.com <mailto:cgilkeson@thekey.com> >; 'Cathy Goffredo' <cathy.goffredo@thekey.com <mailto:cathy.goffredo@thekey.com> >; 'Kimberly Guerci' <kguerci@thekey.com <mailto:kguerci@thekey.com> >; 'Triff Cook' <triff@thekey.com <mailto:triff@thekey.com> >; 'Yukari Roberts' <yroberts@thekey.com <mailto:yroberts@thekey.com> >; 'Beth Ann Rosario' <bethann.rosario@thekey.com <mailto:bethann.rosario@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; 'Jennifer Piper' <jennifer.piper@thekey.com <mailto:jennifer.piper@thekey.com> >; 'Jessica Pascasio' <jpascasio@thekey.com <mailto:jpascasio@thekey.com> >; 'Karoline Da Silva' <ksilva@tenderrose.com <mailto:ksilva@tenderrose.com> >; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com <mailto:dmockenhaupt@thekey.com> >; 'Matt Nyberg' <mnyberg@thekey.com <mailto:mnyberg@thekey.com> >; 'Leigh Smith' <leigh.bryantsmith@thekey.com <mailto:leigh.bryantsmith@thekey.com> >; 'Kelley Richard' <krichard@thekey.com <mailto:krichard@thekey.com> >; 'Tiffany Silton' <tsilton@thekey.com <mailto:tsilton@thekey.com> >; 'Grace Labrecque' <glabrecque@thekey.com <mailto:glabrecque@thekey.com> >; 'Jennifer Geist' <jennifer.geist@thekey.com <mailto:jennifer.geist@thekey.com> >; 'Claudia Hernandez' <chernandez@thekey.com <mailto:chernandez@thekey.com> >; slaxamana@thekey.com <mailto:slaxamana@thekey.com> ; jcittadino@thekey.com <mailto:jcittadino@thekey.com> ; wreid@thekey.com <mailto:wreid@thekey.com> ; apuckett@thekey.com <mailto:apuckett@thekey.com> ; csilveira@thekey.com <mailto:csilveira@thekey.com> ; elizabeth.walsh@thekey.com <mailto:elizabeth.walsh@thekey.com> ; chall@thekey.com <mailto:chall@thekey.com> ; jagarcia@thekey.com <mailto:jagarcia@thekey.com> ; ccartwright@thekey.com <mailto:ccartwright@thekey.com> ; joey.taylor@thekey.com <mailto:joey.taylor@thekey.com> ; cterlesky@thekey.com <mailto:cterlesky@thekey.com> ; sspeirs@thekey.com <mailto:sspeirs@thekey.com> ; generalmanagers@thekey.com <mailto:generalmanagers@thekey.com> ; jessica.thomas@thekey.com <mailto:jessica.thomas@thekey.com> 
Cc: 'Sarah Powers' <spowers@thekey.com <mailto:spowers@thekey.com> >; 'Alan Badger' <abadger@thekey.com <mailto:abadger@thekey.com> >; 'Elizabeth Clark' <eclark@thekey.com <mailto:eclark@thekey.com> >; 'Laszlo Kovacs' <laszlo.kovacs@thekey.com <mailto:laszlo.kovacs@thekey.com> >; 'Paul Kahn' <paul.kahn@thekey.com <mailto:paul.kahn@thekey.com> >; 'Lito Delapena' <lito.delapena@thekey.com <mailto:lito.delapena@thekey.com> >; chad.everitt@thekey.com <mailto:chad.everitt@thekey.com> ; kevin.murray@thekey.com <mailto:kevin.murray@thekey.com> ; alyson.rohane@thekey.com <mailto:alyson.rohane@thekey.com> ; jennifer.lane@thekey.com <mailto:jennifer.lane@thekey.com> ; laura.meister@thekey.com <mailto:laura.meister@thekey.com> ; amanda.ominsky@thekey.com <mailto:amanda.ominsky@thekey.com> ; rachel.andersoncapone@thekey.com <mailto:rachel.andersoncapone@thekey.com> ; glane@thekey.com <mailto:glane@thekey.com> ; dknier@thekey.com <mailto:dknier@thekey.com> ; kjayroe@thekey.com <mailto:kjayroe@thekey.com> ; melani.breach@thekey.com <mailto:melani.breach@thekey.com> ; tt@thekey.com <mailto:tt@thekey.com> ; jeannie.ortiz@thekey.com <mailto:jeannie.ortiz@thekey.com> 
Subject: 08/05/24 - Action Required - $19k Open Balance - New Client Audit Results 

 

Hello Everyone, 

 

I hope you all had a great weekend. 

 

Please see the below summary by division for clients in need of attention due to missing or incomplete mandatory documents in accordance with our onboarding process. Also below is a breakdown of the over $19K open balance for these client’s missing documentation listed by division. Please review and address the document attached in the link below, including any clients with start months in Mar 2024 - June 2024 who account for over $9K of these open balances. The deadline for July commissions is Friday August 9th , please reach out to Alejandro Aponte, and Jeannie Ortiz with any questions. ***Please note changes made after the updated report has been generated will not be reflected until the client is re-audited and an updated report is generated. 

 

Please click here <https://docs.google.com/spreadsheets/d/1lED0qutrlWp9h0U6g7kxZelksp4I3ReS/edit?gid=104340023#gid=104340023>  to review the updated audit tracker.

 

*	West Division currently has the largest open balance at just over $10k in total with over $55.00 open for clients with start dates in Mar 2024 – June 2024 and has the largest # of clients that have started services in need of attention at 19.
*	Canada Division currently has the second largest open balance at over $9.2k in total with over $9k open for clients with start dates in Mar 2024 - June 2024.
*	East Division currently has the second largest # of clients that have started services in need of attention at 10.

 

 

Approx $19k open balance due for clients with a missing CCA or payment authorization forms. $9k open balance for clients with start dates in Mar 2024 - June 2024.

 



 

Please note that recent Google updates has changed how the file appears when you open it as a commentor. Once you open the Google Sheet you will need to click the drop-down arrow on the right-hand side of the sheet to expand the menu. This will allow you to download the spreadsheet by going to File > Download > Excel (Snip included below for reference). You can also create a new temporary filter view for the Google Sheet which will allow you to adjust the filters on the Google Sheet using the icon that looks like a Google Sheet/Calculator. 

 

Filtering Google Sheets in the new view



Downloading document in the new view