--0000000000005d8a8606373ee1f1 Content-Type: multipart/alternative; boundary="0000000000005d8a8406373ee1f0" --0000000000005d8a8406373ee1f0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the update, Timon. I have removed Leah Mullen from the audit! *Alejandro Aponte* Finance Onboarding Analyst III | TheKey Mobile: (408) 479-8654 On Tue, Jun 10, 2025 at 10:40=E2=80=AFAM Timon Page = wrote: > Hey Alejandro > > The Toronto client's documents have been corrected and uploaded to the > client's profile in CC. I am working on the documents for the Oakville > client and will update you as soon as they have been corrected. > 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, Jun 9, 2025 at 5:34=E2=80=AFPM wrote: > >> Hello Everyone, >> >> I hope you all had a great weekend. >> >> Please see the below summary by region 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 $60k open bala= nce >> for these client=E2=80=99s missing documentation listed by region. Pleas= e review >> and address the document attached in the link below, including any clien= ts >> with a start month in Dec-May 2025 who account for over $60k of these >> open balances. The deadline for June commissions is Friday July 11th, pl= ease >> 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 repo= rt >> is generated. >> >> >> >> Please click here to review the updated audit tracker. >> >> >> >> >> - *Concierge Region* currently has the largest open balance at over >> $48k in total with over $48k open for clients with start dates in Dec= -May >> 2025 >> - *Bay Area Region* currently has the largest # of clients that have >> started services in need of attention at 16. >> - *Northeast Region* currently has the second largest open balance at >> over $3k in total with $3k open for clients with start dates in Dec-M= ay 2025 >> - *Southeast Region* currently has the second largest # of clients >> that have started services in need of attention at 12. >> >> >> >> >> >> *Approx $60k open balance due for clients with a missing/incomplete >> Client Consent Agreement or payment authorization forms. $60k open balan= ce >> for clients with start dates in Dec-May 2025.* >> >> >> >> >> >> >> >> >> >> >> >> 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 be