Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]
- From
- Marilyn Navaja <marilyn.navaja@thekey.com>
- To
- Sharon Speirs <sspeirs@thekey.com>
- CC
- eclark@thekey.com, Jeannie Ortiz <clientservice@thekey.com>, tt@thekey.com, jeannie.ortiz@thekey.com, lito.delapena@thekey.com
- Date
- Fri, 25 Apr 2025 18:37:29 -0700
- Folder
- INBOX
📎 ~WRD0802.jpg
Good Evening, I spoke to Paul this afternoon, I will pick the paperwork this week. I will scan and send it as soon as I have the paperwork. Thank you and have a great weekend. Sincerely, Marilyn Navaja Client Success Manager Cellphone : *514- 557-7543* Office: *7782793634* email: marilyn.navaja@thekey.com 1861 Marine Drive West Vancouver V7V1J7 TheKey.ca <https://thekey.ca/> [image: TheKey] On Fri, Apr 25, 2025 at 4:31 PM Sharon Speirs <sspeirs@thekey.com> wrote: > Our case manager Marilyn is following up with him again he does not live > in Victoria. We will just resend a new one for him to sign if he is unable > to resend the old one > Sharon > > > Sharon, Speirs > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > TheKey.ca <https://thekey.ca/> > > [image: TheKey] > > > > > > > > On Fri, Apr 25, 2025 at 4:25 PM <eclark@thekey.com> wrote: > >> Can someone go to the clients home or locate the CCA? Or was it shredded? >> >> >> >> >> >> Kind regards- >> >> >> >> *Elizabeth Clark* >> >> Director | *TheKey* >> >> Mobile: 619.822.4855 >> >> >> >> >> >> *From:* Sharon Speirs <sspeirs@thekey.com> >> *Sent:* Friday, April 25, 2025 4:22 PM >> *To:* eclark@thekey.com >> *Cc:* Jeannie Ortiz <clientservice@thekey.com>; tt@thekey.com; >> jeannie.ortiz@thekey.com; lito.delapena@thekey.com >> *Subject:* Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - >> [#1058229] >> >> >> >> Yes we do it’s just he just did not scan the entire agreement only 3 >> pages but one being the signature page. >> >> Sharon >> >> >> >> >> >> >> *Sharon, Speirs* >> >> >> >> General Manager >> >> Vancouver, BC >> >> Office: 778.279.3634 >> >> sspeirs@thekey.com >> >> >> >> *TheKey.ca* <https://thekey.ca/> >> >> >> >> [image: Image removed by sender. TheKey] >> >> >> >> >> >> >> >> >> >> >> >> >> >> On Fri, Apr 25, 2025 at 4:01 PM <eclark@thekey.com> wrote: >> >> Hi there >> >> Do we have no CCA on file at all? >> >> >> >> >> >> Kind regards- >> >> >> >> *Elizabeth Clark* >> >> Director | *TheKey* >> >> Mobile: 619.822.4855 >> >> >> >> >> >> *From:* Sharon Speirs <sspeirs@thekey.com> >> *Sent:* Friday, April 25, 2025 8:44 AM >> *To:* Jeannie Ortiz <clientservice@thekey.com> >> *Cc:* tt@thekey.com; jeannie.ortiz@thekey.com; lito.delapena@thekey.com; >> eclark@thekey.com >> *Subject:* Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - >> [#1058229] >> >> >> >> Marillyn our case manager in Victoria will follow up again today >> >> Sharon >> >> >> >> *Sharon, Speirs* >> >> >> >> General Manager >> >> Vancouver, BC >> >> Office: 778.279.3634 >> >> sspeirs@thekey.com >> >> >> >> *TheKey.ca* <https://thekey.ca/> >> >> >> >> [image: Image removed by sender. TheKey] >> >> >> >> >> >> >> >> >> >> >> >> >> >> On Fri, Apr 25, 2025 at 8:21 AM Jeannie Ortiz <clientservice@thekey.com> >> wrote: >> >> Good Day, >> >> >> >> We have had this ticket open since February and have yet to receive the >> entire copy of the CCA. Could you please confirm whether we have received >> the CCA from the client? In our last communication, she indicated that it >> would be mailed on March 10, 2025. Considering the timeline, we should have >> received it by now. Could we please get an update on this request? >> >> >> >> Thank You, >> >> Jeannie Ortiz >> >> Finance Onboarding & Experience Manager >> >> jeannie.ortiz@thekey.com >> >> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com >> >> >> [image: Image removed by sender.] >> >> On Fri, 28 Mar at 1:16 PM , Jeannie Ortiz <clientservice@thekey.com> >> wrote: >> >> Good Day, >> >> >> >> I am following up on the paperwork for Lesley Ann. Did we happen to >> receive the documents in email yet? >> >> >> >> >> >> Thank You, >> >> Jeannie Ortiz >> >> Finance Onboarding & Experience Manager >> >> jeannie.ortiz@thekey.com >> >> Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com >> >> >> [image: Image removed by sender.] >> >> On Tue, 18 Mar at 10:23 AM , Erea’unah Thomas <clientservice@thekey.com> >> wrote: >> >> Good Morning, >> >> >> >> Checking the status. >> >> >> >> Kind Regards, >> >> >> >> *Ereaunah Thomas * >> >> *Email: *ltci@thekey.com >> >> *PH:* 855-205-8007 >> >> *Fax:* 813-693-5625 >> >> >> 1058229:611100 >> >>