Re: 166841 Alexie Goff - FIN-WELCOME CALL - Need CCA - [#1092810]

From
Laurie Simpson <clientservice@thekey.com>
To
malin.maleegrai@thekey.com
CC
dmockenhaupt@thekey.com, tthomas@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 22 Apr 2025 15:51:28 +0000
Folder
INBOX
----==_mimepart_6807bb0092704_1e23fd9d865d294490712c9 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Malin,=C2=A0 Please upload entire CCA for client Alexie Goff. =C2= =A0Only 2 pages are there. Thank you, Laurie Simpson Finance O= nboarding |=C2=A0TheKey Laurie.Simpson@thekey.com 855.205.8007 On = Thu, 17 Apr at 10:57 AM , Malin Maleegrai wr= ote:=C2=A0 Got it, will do.=C2=A0 Thank you,=C2=A0 Malin=C2=A0 = Malin Maleegrai, LCSW Client Success Manager=C2=A0 malin.maleegrai@thekey= .com 847-853-7777 On Thu, Apr 17, 2025 at 9:55=E2=80=AFAM La= urie Simpson wrote: Hi Malin,=C2=A0 = The CCA loaded in Wellsky is only 2 pages. =C2=A0TheKey requires the enti= re agreement to be uploaded. Please upload the entire CCA & reply to thi= s email when complete. Thank you so much. Laurie Simpson Financ= e Onboarding |=C2=A0TheKey Laurie.Simpson@thekey.com 855.205.8007 ----==_mimepart_6807bb0092704_1e23fd9d865d294490712c9 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Malin,=C2=A0 Please upload entire CCA for client Alexie Goff. =C2=A0O= nly 2 pages are there. Thank you, Laurie Simpson Finance Onboarding |=C2=A0 Th= eKey La= urie.Simpson@thekey.com 855.205.800 7 On T= hu, 17 Apr at 10:57 AM , Malin Maleegrai &lt;ma= lin.maleegrai@thekey.com&gt; wrote:=C2=A0 Got it, will do.=C2=A0 Thank you,=C2=A0 Malin=C2=A0 Malin Maleegrai, LCSW Client Success Manager=C2=A0 = malin.maleegrai@thekey.com 847-853-7777 = On Thu, Apr 17, 2025 at 9:55=E2=80=AFAM Laurie Simpson &lt; clientservice@thekey= .com &gt; wrote:<

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