Re: 07/29/24 - Action Required - $19k Open Balance - New Client Audit Results

--000000000000e4da79061e693f95 Content-Type: multipart/alternative; boundary="000000000000e4da78061e693f94" --000000000000e4da78061e693f94 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Alejandro All docs for Sharon Duffy were uploaded July 02, 2024. We are locating the 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 attention > due to missing or incomplete mandatory documents in accordance with our > onboarding process. Also below is a breakdown of the over $19K 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 Mar 2024 - June 2024 who account for over $10K of > these open balances. The deadline for July commissions is Friday August 9= t > 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 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 Ma= r > 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 20= 24 - > 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 Ma= r > 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 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:* Monday, July 22, 2024 5:02 PM > *To:* kristy.poyner@thekey.com; 'Mi