Re: 07/21/25 - Action Required - $8k Open Balance - New Client Audit Results

From: Abbie Canta <ccanta@thekey.com>
To: aaponte@thekey.com
CC: kristy.poyner@thekey.com, Michelle Kenaga <michelle.kenaga@thekey.com>, Coddye Ring-Noonan <coddye.ringnoonan@thekey.com>, Gayle Soulides <gsoulides@thekey.com>, Melissa Reyes <melissa.reyes@thekey.com>, Audra Williams <audraw@thekey.com>, Amy Harris <aharris@thekey.com>, Araceli Gutierrez <araceli.gutierrez@thekey.com>, Cassi Gilkeson <cgilkeson@thekey.com>, Cathy Goffredo <cathy.goffredo@thekey.com>, Kimberly Guerci <kguerci@thekey.com>, Yukari Roberts <yroberts@thekey.com>, Beth Ann Rosario <bethann.rosario@thekey.com>, Claudia Hernandez <chernandez@thekey.com>, Jessica Pascasio <jpascasio@thekey.com>, Diane Mockenhaupt <dmockenhaupt@thekey.com>, Matt Nyberg <mnyberg@thekey.com>, Leigh Smith <leigh.bryantsmith@thekey.com>, Kelley Richard <krichard@thekey.com>, Tiffany Silton <tsilton@thekey.com>, Grace Labrecque <glabrecque@thekey.com>, Jennifer Geist <jennifer.geist@thekey.com>, slaxamana@thekey.com, jcittadino@thekey.com, wreid@thekey.com, csilveira@thekey.com, elizabeth.walsh@thekey.com, chall@thekey.com, jagarcia@thekey.com, ccartwright@thekey.com, joey.taylor@thekey.com, cterlesky@thekey.com, sspeirs@thekey.com, generalmanagers@thekey.com, jessica.thomas@thekey.com, emily.swackhamer@thekey.com, lhorval@thekey.com, william.schmiedeknecht@thekey.com, tpatterson@thekey.com, laurie.simpson@thekey.com, ariyan.green@thekey.com, ereaunah.thomas@thekey.com, keith.keough@thekey.com, Sarah Powers <spowers@thekey.com>, Alan Badger <abadger@thekey.com>, Elizabeth Clark <eclark@thekey.com>, Laszlo Kovacs <laszlo.kovacs@thekey.com>, Lito Delapena <lito.delapena@thekey.com>, chad.everitt@thekey.com, kevin.murray@thekey.com, alyson.rohane@thekey.com, jennifer.lane@thekey.com, laura.meister@thekey.com, amanda.ominsky@thekey.com, rachel.andersoncapone@thekey.com, glane@thekey.com, dknier@thekey.com, kjayroe@thekey.com, melani.breach@thekey.com, tt@thekey.com, jeannie.ortiz@thekey.com, geraldine.nath@thekey.com
Date: Tue, 22 Jul 2025 11:00:13 -0700
Folder: INBOX

--000000000000f59c27063a885d0b Content-Type: multipart/alternative; boundary="000000000000f59c26063a885d0a" --000000000000f59c26063a885d0a Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro- Please kindly remove Bridger from this audit. Thank you! best, *Abbie Canta* Market Leader - Bay Area North| *TheKey* Mobile: 650- 393-0142 Office Line : 415- 268-1415 On Mon, Jul 21, 2025 at 1:43=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 $8k open balanc= e > 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-Jun 2025 who account for $495.00 of these open > balances. The deadline for July commissions is Friday August 8th, 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. > > > > > - *Pacific Northwest Region* currently has the largest open balance at > over $6k in total with $0k open for clients with start dates in Dec-Ju= n > 2025. > - *Bay Area Region* currently has the largest # of clients that have > started se