--00000000000072ee3e062b9dbabd Content-Type: multipart/alternative; boundary="00000000000072ee3a062b9dbabc" --00000000000072ee3a062b9dbabc Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro All docs have been uploaded to the client profiles for Waterloo clients Vona, Pilkington, Robinson, Geiger and Racicot. 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, Jan 13, 2025 at 4:52=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 $41k 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 a start month in Oct-Dec 2024 who account for over $32k of these > open balances. The deadline for January commissions is Friday February 7t= h, 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 repor= t > is generated. > > > > Please click here to review the updated audit tracker. > > > > > - West Division currently has the largest open balance at over $33k in > total with over $25K open for clients with start dates in Oct-Dec 2024= and > has the largest # of clients that have started services in need of > attention at 44. > - Canada Division currently has the second largest open balance at > over $4k in total with over $4k open for clients with start dates in > Oct-Dec 2024. > - East Division has the second largest # of clients that have started > services in need of attention at 30. > > > > > > *Approx $41k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $32k open balance for > clients with start dates in Oct-Dec 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, January 10, 2025 5:25 PM > *To:* kristy.poyner@thekey.com;