--0000000000007fc4540638514e36 Content-Type: multipart/alternative; boundary="0000000000007fc4520638514e35" --0000000000007fc4520638514e35 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good morning Alejandro The necessary documents for the 2 Oakville clients have been uploaded to the respective CC profiles. I have one of my CSMs working on the documentation for the Toronto client. I will update you as soon as they have been uploaded. Have a great day! 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 23, 2025 at 5:48=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 $10k open balan= ce > for these client=E2=80=99s missing documentation listed by region. Please= review > and address the document attached in the link below, including any client= s > with a start month in Dec-May 2025 who account for over $6k of these open > balances. The deadline for June commissions is Friday July 11th, 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. > > > > > - *Greater SD Region* currently has the largest open balance at over > $3k in total with over $3k open for clients with start dates in Dec-Ma= y > 2025. and > - *Bay Area Region* currently has the largest # of clients that have > started services in need of attention at 13 and currently has the seco= nd > largest open balance at over $2k in total with $784.60 open for client= s > with start dates in Dec-May 2025 > - *Southeast Region *currently has the second largest # of clients > that have started services in need of attention at 12. > > > > *Approx $10k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $6k open balance 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 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* >