----==_mimepart_67c61cee19f7a_2443f9dec68c760320037ad Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sarah, I noticed that a payment was added to Versapay on 03/01; ho= wever, it has been declined due to an invalid routing number. Could we pl= ease obtain updated information to resolve this issue? Thank You,=C2=A0= Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.ortiz@th= ekey.com=C2=A0 Phone: 866-226-1702|Fax: 813-693-5625 |Email:=C2=A0ltci@t= hekey.com=C2=A0 = = On Wed, 19 Feb at 11:41 AM , Sarah Tenny wrot= e: Hello, Kelly did not send me the document. S= he shared that she updated everything in VersaPay.=C2=A0 = = = Sarah Tenny = = = = Client Success Manager = = = = = = = = sarah.tenny@thekey.com = = = = Mobile: (314) 718-6255 Office: (314) 863-8989 = = = = TheKey.com = = = = = We value your feedback. Please leave us a Google review = = = = = = = = = = = = = = = On Tue, Feb 18, 2025 at 4:24=E2=80=AFPM Ariyan Green wrote: = = = = = Hi Sarah, = = I am writing to follow up on the requested documents for our client Jo H= ellinger. Can any updates be provided at this time? = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 = = = = On Thu, 13 Feb at 10:23 AM , Emily Swackhamer wrote: Good morning, = = I am looping in my CSM, Sarah to help obtain this. We will keep you upda= te with our progress.=C2=A0 = = Thank you! = = Emily = = = = = On Thu, Feb 13, 2025 at 9:17=E2=80=AFAM Ariyan Green wrote: = = = = = Good morning Emily, = = My name is Ariyan Green with the Finance Onboarding team. Happy to meet = you! I am reaching out because I reviewed the Consent Agreement for our c= lient Jo Hellinger and noticed the form is signed by the client's niece, = Kelly Peplinski, with the client's Trust provided as payment. We will nee= d a copy of the Trust to confirm that Kelly is a trustee and authorized t= o sign. If obtaining a copy of the Trust is not feasible, could you pleas= e request a new CCA signed directly by the client? I appreciate your atte= ntion to this matter. = = = = Kind Regards,=C2=A0 = Ariyan Green=C2=A0 = Finance Onboarding Analyst=C2=A0 = Email: ltci@thekey.com=C2=A0 = Ph: 855-205-8007=C2=A0 = Fax: 813-693-5625 = = =C2=A0 ----==_mimepart_67c61cee19f7a_2443f9dec68c760320037ad Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Hi Sarah, I noticed that a payment was added to Versapay on 03/01;= however, it has been declined due to an invalid routing number. Could we= please obtain updated information to resolve this issue? Thank You,=C2=A0 Jeannie Ortiz Finance Onboarding & Experience Manager jeannie.ortiz@thekey.com=C2=A0 Phone: 866-226-1702|Fax:= 813-693-5625 |Email:=C2=A0 ltci@thekey.com =C2=A0 <img src=3D"https://ci3.googleusercontent.com/proxy/wEJEqVPGg4J91w= CsbY-DIjgycOvZPYbeie-E6WSayZso_cmcCX_oH_b7FY0N7q9Ae2xTOXYL-xBSjysXhCuieob= Bo