--000000000000ea6155061fa7ad04 Content-Type: multipart/alternative; boundary="000000000000ea6154061fa7ad03" --000000000000ea6154061fa7ad03 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Audra, Yes, they will be added to the distribution list starting next week's Monday! Regards, *Alejandro Aponte* Finance Onboarding Analyst III *Please note my email has changed:* aaponte@thekey.com 408 479-8654 TheKey.com [image: TheKey] On Wed, Aug 14, 2024 at 8:35=E2=80=AFAM Audra Williams = wrote: > Hi Aejandro! > > Can you please add @Emily Swackhamer to > this email list as she is the new GM for our St. Louis market. > > Best, > > On Mon, Aug 12, 2024 at 1:33=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 attentio= n >> due to missing or incomplete mandatory documents in accordance with our >> onboarding process. Also below is a breakdown of the over $29K open bala= nce >> for these client=E2=80=99s missing documentation listed by division. Ple= ase review >> and address the document attached in the link below, including any clien= ts >> with start months in May 2024 - July 2024 who account for over $24k of >> these open balances. The deadline for August commissions is Friday Septe= mber >> 6th , 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. >> >> >> >> - West Division currently has the largest open balance at over $17k >> in total with $13k open for clients with start dates in May 2024 =E2= =80=93 July >> 2024 and has the largest # of clients that have started services in n= eed of >> attention at 22. >> - GCM Division currently has the second largest open balance at over >> $8k in total with over $8k open for clients with start dates in May 2= 024 - >> July 2024 and currently has the second largest # of clients that have >> started services in need of attention at 10. >> >> >> >> >> >> *Approx $29k open balance due for clients with a missing CCA or payment >> authorization forms. $24k open balance for clients with start dates in M= ay >> 2024 - July 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 goin= g >> 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. >> >