--000000000000a8709906335db45a Content-Type: multipart/alternative; boundary="000000000000a8709906335db459" --000000000000a8709906335db459 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro The documents for Dina Zorbas are uploaded in 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 Mon, Apr 21, 2025 at 4:53=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 $3k 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-Mar 2025 who account for over $2k of these open > balances. The deadline for April commissions is Friday May 9th, 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. > > > > > - Northeast Region currently has the largest open balance at over $1k > in total with over $1k open for clients with start dates in Dec-Mar 20= 25. > - Southeast Region currently has the largest # of clients that have > started services in need of attention at 12. > - Concierge CA Region currently has the second largest open balance at > $750.00 in total with $750.00 open for clients with start dates in Dec= -Mar > 2025 > - Bay Area Region currently has the second largest # of clients that > have started services in need of attention at 11. > > > > > > *Approx $3k open balance due for clients with a missing/incomplete Client > Consent Agreement or payment authorization forms. $2k open balance for > clients with start dates in Dec-Mar 2025.* > > > > > > > > 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/Calculator. > > > > *Filtering Google Sheets in the new view* > > *Downloading document in the new view* > > > > > > > > > > > > *From:* aaponte@thekey.com > *Sent:* Monday, April 14, 2025 4:45 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>