--0000000000006bec98063632cd2e Content-Type: multipart/alternative; boundary="0000000000006bec96063632cd2d" --0000000000006bec96063632cd2d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable 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 balan= ce > 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-Apr 2025 who account for over $17k of these > open balances. The deadline for May commissions is Friday June 6th, pleas= e > 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. > > > > > - *Concierge Region* currently has the largest open balance at over > $21k in total with over $17k open for clients with start dates in Dec-= 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 atte= ntion > at 8. > > > > > > *Approx $27k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $17k open balance for > clients with start dates in Dec-Apr 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, May