--0000000000006c7955062d6c5a02 Content-Type: multipart/alternative; boundary="0000000000006c7953062d6c5a01" --0000000000006c7953062d6c5a01 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro Here is an update on some of the clients on the list for Toronto/Waterloo: Pietersma - corrected documents have been uploaded Robinson - corrected CCA is uploaded, waiting on PAD Seraphim - corrected documents have been uploaded Brown - hard copy of POA document has been obtained, it will be uploaded shortly Remaining clients have been contacted and documentation will be uploaded as soon as possible. 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 Wed, Feb 5, 2025 at 4:55=E2=80=AFPM wrote: > Hello Everyone, > > > > 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 $77k 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 $25k of these > open balances. *The deadline for January commissions is Friday February > 7th*, 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 $49k in > total with over $11K 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 55. > - West Division currently has the second largest open balance at over > $26k in total with over $13k open for clients with start dates in Oct-= Dec > 2024 and has the second largest # of clients that have started service= s in > need of attention at 30. > > > > > > > > *Approx $77k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $25k 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