--00000000000035b85f06364abe65 Content-Type: multipart/alternative; boundary="00000000000035b85e06364abe64" --00000000000035b85e06364abe64 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello, Yes, I will process the payments today. Thank you. On Thu, May 29, 2025 at 2:45=E2=80=AFPM Alejandro Aponte wrote: > Hello Timon, > > Thank you for the updates! I have removed both clients from the audit. > > @Michelle Hudgins - Are you able to please > assist in processing the past due balance on the below two client account= s? > We now have a payment method in Versapay. > > 167644 Venkataraman Subramonyam > > 167736 Don Belbeck > > > > *Alejandro Aponte* > Finance Onboarding Analyst III | TheKey > > Mobile: (408) 479-8654 > > > > > > On Wed, May 28, 2025 at 10:14=E2=80=AFAM Timon Page wrote: > >> Morning Alejandro! >> >> Both the Oakville client and the Waterloo client have their documents >> uploaded into CC. >> >> 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 Tue, May 27, 2025 at 5:40=E2=80=AFPM wrote: >> >>> Hello Everyone, >>> >>> >>> >>> I hope you all had a great Holiday 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 $27k open bal= ance >>> for these client=E2=80=99s missing documentation listed by region. Plea= se review >>> and address the document attached in the link below, including any clie= nts >>> with a start month in Dec-Apr 2025 who account for over $17k of these >>> open balances. The deadline for May commissions is Friday June 6th, ple= ase >>> 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 rep= ort >>> is generated. >>> >>> >>> >>> Please click here to review the updated audit tracker. >>> >>> >>> >>> >>> - *Concierge Region* currently has the largest open balance at over >>> $21k in total with over $17k open for clients with start dates in De= c-Apr >>> 2025 >>> - *Bay Area Region* currently has the largest # of clients that have >>> started services in need of attention at 10. >>> - *Greater SD Region* currently has the second largest open balance >>> at over $2k in total with $0.00 open for clients with start dates in >>> Dec-Apr 2025 >>> - *Concierge and Midwest Region* are currently tied for having the >>> second largest # of clients that have started services in need of at= tention >>> at 8. >>> >>> >>> >>> >>> >>> *Approx $27k open balance due for clients with a missing/incomplete >>> Client Consent Agreement or payment authorization forms. $17k open bala=