--000000000000de03af061e6954b8 Content-Type: multipart/alternative; boundary="000000000000de03ae061e6954b7" --000000000000de03ae061e6954b7 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable PAD for Fred Lange is now uploaded. Timon Page General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Mon, Jul 29, 2024 at 5:07=E2=80=AFPM Timon Page = wrote: > Hey Alejandro > > All docs for Sharon Duffy were uploaded July 02, 2024. We are locating th= e > PAD agreement for Fred Lange. > > Best regards, > Timon Page > General Manager, Ontario > *Please note my email address has changed:* > timon.page@thekey.com > Mobile: (437) 223-0841 > TheKey.com > > > > On Mon, Jul 29, 2024 at 4:57=E2=80=AFPM wrote: > >> Hello Everyone, >> >> >> >> I hope you all had a great weekend. >> >> >> >> Please see the below summary by division for clients in need of attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $19K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in Mar 2024 - June 2024 who account for over $10K of >> these open balances. The deadline for July commissions is Friday August = 9 >> th , 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 to review >> >> the updated audit tracker. >> >> >> >> - Canada Division currently has the largest open balance at just over >> $9.2k in total with over $8.9k open for clients with start dates in M= ar >> 2024 =E2=80=93 June 2024. >> - West Division currently has the second largest open balance at over >> $8k in total with over $1k open for clients with start dates in Mar 2= 024 - >> June 2024 and has the largest # of clients that have started services= in >> need of attention at 19. >> - 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. $10k open balance for clients with start dates in M= ar >> 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 goin= g >> to File > Download > Excel (Snip included below for reference). You can >> also create a new temporary filter view for the Google Sheet which will