--00000000000085796406288a973f Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Our policy currently is to eliminate HCL commission related to the National Oasis partnership account with the exception of 3 HCLs (Scott is one for the Chicago account) who were grandfathered due to the previous history/productivity of those accounts and there is an expectation that those individuals maintain growth in those accounts to retain eligibility to earn commissions. +Timothy Thomas Do you want Scott to be eligible for commissions on this account? Ashley Mirone SVP of Business Development *Please note my email has changed:* amirone@TheKey.com Direct: (310) 755-9669 TheKey.com [image: TheKey] On Thu, Dec 5, 2024 at 10:08=E2=80=AFAM Denny Roebel wrote: > I am in agreement with Scott taking the lead with Oasis. > > On Thu, Dec 5, 2024 at 12:41=E2=80=AFPM Julia Jenkins > wrote: > >> Thank you Tim & Audra! >> >> Looping in @Ashley Mirone & @Denny Roebel >> for visibility on this strategy for Scott to >> take over our Grand Rapids Oasis Partnership relationship. >> >> On Thu, Dec 5, 2024 at 9:37=E2=80=AFAM Timothy Thomas wr= ote: >> >>> I=E2=80=99d like Scott to manage this. We=E2=80=99re not closing the of= fice until it=E2=80=99s >>> sublet so it=E2=80=99s business as usual. Could you pass the informatio= n along to >>> Scott please? >>> >>> Thanks! >>> >>> On Thu, Dec 5, 2024 at 12:16=E2=80=AFPM Audra Williams >>> wrote: >>> >>>> +Timothy Thomas >>>> >>>> Tim, how do you want to handle this? Abby is in Grand Rapids, so mayb= e >>>> she would be a good point person as she is on site?? Or we can have a= n HCL >>>> in Chicago handle this account?? >>>> >>>> Thanks! >>>> >>>> On Thu, Dec 5, 2024 at 9:13=E2=80=AFAM Julia Jenkins >>>> wrote: >>>> >>>>> Hi Audra, >>>>> >>>>> I have our National Oasis contact asking if "TheKey has moved out of >>>>> Grand Rapids or moved locations in Grand Rapids. The office our Advi= sor is >>>>> used to seeing appears to be closed." >>>>> >>>>> Is it safe for me to tell him we've closed that office and provide hi= m >>>>> with a new Chicago contact to send referrals to? >>>>> >>>>> >>>>> On Tue, Nov 12, 2024 at 8:09=E2=80=AFPM Audra Williams >>>>> wrote: >>>>> >>>>>> Hi Julia! >>>>>> >>>>>> We will accept clients on a case by case basis. We will leave >>>>>> everything the same with the exception of transitioning the GM in SF= to >>>>>> Diane. We will want the flow to continue as it is currently. >>>>>> >>>>>> Best, >>>>>> >>>>>> On Tue, Nov 12, 2024 at 4:29=E2=80=AFPM Julia Jenkins >>>>>> wrote: >>>>>> >>>>>>> Thank you for the update, Audra. Will we be able to accept any new >>>>>>> Grand Rapids clients and if not, how would you like new Leads that = may come >>>>>>> through for Grand Rapids to be handled? >>>>>>> >>>>>>> On Tue, Nov 12, 2024 at 1:21=E2=80=AFPM Audra Williams >>>>>>> wrote: >>>>>>> >>>>>>>> Hi Team, >>>>>>>> >>>>>>>> I wanted to inform you of a recent decision to consolidate our