Fwd: 176890 Kiran Mitra - FIN-WELCOME CALL-MISSING CCA/PAF, PENDING DEACTIVATION - [#1306635]

From
Cynthia Valdez <clientservice@thekey.com>
To
timon.page@thekey.com
CC
amanda.ilines@thekey.com, marc.atkinson@thekey.com, tt@thekey.com
Date
2025-12-04 14:33:55
Folder
INBOX
----==_mimepart_69319bd3748b_21427b37514129798da Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you Timon. For the payment, is the card holder name spelled as Phir= endra Nath? =C2=A0 Cynthia Valdez Finance Onboarding Analyst III = =C2=A0|=C2=A0TheKey Phone: 855-205-8007 =C2=A0 =0D =0D On=0D Thu, 4 Dec at 9:18 AM=0D , Timon Page wrote:= =0D =0D Hi Cynthia =0D =0D Docs are now uploaded to the clients' profile in WS. =0D =0D =0D =0D =0D =0D Best regards, =C2=A0Timon Page=0D =0D =0D =0D =0D =0D General Manager, Ontario =0D =0D =0D timon.page@thekey.com =0D =0D =0D Mobile: (437) 223-0841 =0D =0D =0D =0D TheKey.ca =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Wed, Dec 3, 2025 at 4:28=E2=80=AFPM Timon Page wrote: =0D =0D =0D Hi Cynthia =0D =0D Apologies, I will upload the docs shortly and let you know when they=E2=80= =99re in the clients=E2=80=99 profile. =0D =0D =0D =0D Best regards, =C2=A0Timon Page=0D =0D =0D =0D =0D =0D General Manager, Ontario =0D =0D =0D timon.page@thekey.com =0D =0D =0D Mobile: (437) 223-0841 =0D =0D =0D =0D TheKey.ca =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On Wed, Dec 3, 2025 at 4:03=E2=80=AFPM Cynthia Valdez wrote: =0D =0D =0D =0D =0D =0D =0D =0D =0D Hi Timon/Amanda,=C2=A0 =0D =0D =0D =0D Following up for an update regarding agreements. There are no docs in We= llSky. I see record is now deactivated, however, Client currently has an = outstanding balance of $176.28. Please advise.=C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D + Marc for visibility.=C2=A0 =0D =0D =0D =0D =0D =0D =C2=A0 =0D =0D Cynthia Valdez =0D =0D =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D =0D =0D Phone: 855-205-8007 =0D =0D =0D =0D =C2=A0 =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D On=0D =0D Mon, 24 Nov at 2:25 PM=0D =0D , Cynthia Valdez = wrote:=0D =0D =0D =0D =0D =0D Hi Timon/Amanda,=C2=A0 =0D =0D =0D =0D Please disregard if this reaches you in error or kindly redirect if you = can. There wasn't a CSM/ LO contact listed in WellSky for this Client, Ki= ran Mitra. I grabbed your names from another record same LOC.=C2=A0 =0D =0D =0D =0D I am reaching out today for Client Consent Agreement & Payment Authoriza= tion forms and to confirm if Client is on hold for services, if so, can y= ou please deactivate record in WellSky?=C2=A0=0D =0D =0D =0D =0D =0D =E2=80=8B =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =0D =C2=A0 =0D =0D Cynthia Valdez =0D =0D =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0TheKey=0D =0D =0D =0D Phone: 855-205-8007 =0D =0D =0D =0D =C2=A0=0D =0D =0D =0D =0D =0D ----==_mimepart_69319bd3748b_21427b37514129798da Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable =0D =0D =0D Thank you Timon. For the payment, is the card holder nam= e spelled as Phirendra Nath? =0D =0D =0D =C2=A0 =0D Cynthia Valdez =0D =0D Finance Onboarding Analyst III =C2=A0|=C2=A0 = TheKey =0D =0D Pho= ne: 8

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