--0000000000006d6014061fa3f7b1 Content-Type: multipart/alternative; boundary="0000000000006d6014061fa3f7b0" --0000000000006d6014061fa3f7b0 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi All! We have minimal clients on the list this week!! Great job! Please take a look and address any corrections needed and upload appropriate documents. Please let myself and Alejandro know if you have any questions at all. Best, On Mon, Aug 12, 2024 at 1:33=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 attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $29K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in May 2024 - July 2024 who account for over $24k of > these open balances. The deadline for August commissions is Friday Septem= ber > 6th , 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. > > > > - West Division currently has the largest open balance at over $17k in > total with $13k open for clients with start dates in May 2024 =E2=80= =93 July 2024 > and has the largest # of clients that have started services in need of > attention at 22. > - GCM Division currently has the second largest open balance at over > $8k in total with over $8k open for clients with start dates in May 20= 24 - > July 2024 and currently has the second largest # of clients that have > started services in need of attention at 10. > > > > > > *Approx $29k open balance due for clients with a missing CCA or payment > authorization forms. $24k open balance for clients with start dates in Ma= y > 2024 - July 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 going > to File > Download > Excel (Snip included below for reference). You can > also create a new temporary filter view for the Google Sheet which will > allow you to adjust the filters on the Google Sheet using the icon that > looks like a Google Sheet/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Friday, August 9, 2024 5:20 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan'