--000000000000718d060621d858f7 Content-Type: multipart/alternative; boundary="000000000000718d040621d858f6" --000000000000718d040621d858f6 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Kimberly, please see the below notes for each client mentioned. *Nancy Sloan - *This client has been removed from the audit. *Nancy Hindman - *This client has been removed from the audit. *Ellen Sibre -* The payment information provided on the client consent agreement is illegible, can a new scanned copy please be uploaded? Client currently has a past due balance of $46.00 that we will process once this is complete. Regards, *Alejandro Aponte* Finance Onboarding Analyst III *Please note my email has changed:* aaponte@thekey.com 408 479-8654 TheKey.com [image: TheKey] On Tue, Sep 10, 2024 at 10:59=E2=80=AFAM Kimberly Guerci wrote: > I have checked Nancy Sloan and her paperwork is uploaded since 9/4. Nanc= y > Hindman's paperwork is uploaded. The PAF is located on page 4 of her > consent. Ellen Sibre's paperwork is also uploaded(since 8/21)and the PAF > is contained in the consent as well. > > On Tue, Sep 10, 2024 at 8:05=E2=80=AFAM Audra Williams wrote: > >> Hi All! >> >> Please click here to review the updated audit tracker >> and >> upload/update what is needed. Please let me know if you have any questi= ons >> at all! We are so close to getting this back to ZERO clients on the lis= t!! >> >> Thank you! >> >> On Mon, Sep 9, 2024 at 1:57=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 >>> attention due to missing or incomplete mandatory documents in accordanc= e >>> with our onboarding process. Also below is a breakdown of the over $12K >>> open balance for these client=E2=80=99s missing documentation listed by= division. >>> Please review and address the document attached in the link below, >>> including any clients with start months in June 2024 - Aug 2024 who acc= ount >>> for over $12k of these open balances. The deadline for September >>> commissions is Friday August 11th , please reach out to Alejandro >>> Aponte, and Jeannie Ortiz with any questions. ***Please note changes ma= de >>> 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 $5.8k >>> in total with $5.8k open for clients with start dates in June 2024 = =E2=80=93 Aug >>> 2024 and currently has the largest # of clients that have started se= rvices >>> in need of attention at 16. >>> - East Division currently has the second largest open balance at >>> over $5.5k in total with $5.5k open for clients with st