Re: 175147 Laura and Brian Putnam - FIN-WELCOME CALL - Need PAF - [#1202011]

From
Audra Williams <audraw@thekey.com>
To
Laurie Simpson <clientservice@thekey.com>
CC
ashley.alford@thekey.com, tt@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
2025-09-16 14:15:01
Folder
INBOX
--0000000000007e5ed0063eeff048 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Ashley! On Tue, Sep 16, 2025 at 10:46=E2=80=AFAM Laurie Simpson wrote: > Thank you so much!!! Appreciate it. > > Thank you, > *Laurie Simpson* > Finance Onboarding | *TheKey* > Laurie.Simpson@thekey.com > > On Tue, 16 Sep at 11:30 AM , Ashley Alford > wrote: > Hello > > > Laura & Brian's ACH form has been uploaded into their Wellsky account, I > also added it as an attachment. > > Thank you > > On Mon, Sep 15, 2025 at 11:29=E2=80=AFAM Audra Williams wrote: > >> Thank you, Ashley! Wow what a quick turnaround!! >> >> I appreciate you jumping on this so quickly. >> >> Best, >> >> *Audra N. Williams* >> Director, Divisional Operations | TheKey >> Mobile: 425.757.7027 >> >> >> >> >> >> On Mon, Sep 15, 2025 at 9:23=E2=80=AFAM Ashley Alford >> wrote: >> >>> Hello >>> >>> I have reached out to POC Laura and we will meet this evening so she ca= n >>> sign new paperwork. She was having difficulties with the document she w= as >>> sent. I can have it uploaded to her file by tomorrow morning. >>> >>> On Mon, Sep 15, 2025 at 11:12=E2=80=AFAM Audra Williams >>> wrote: >>> >>>> Danielle is no longer with TheKey. >>>> >>>> Ashley, would you be able to get this info? >>>> >>>> Best, >>>> >>>> *Audra N. Williams* >>>> Director, Divisional Operations | TheKey >>>> Mobile: 425.757.7027 >>>> >>>> >>>> >>>> >>>> >>>> On Mon, Sep 15, 2025 at 9:06=E2=80=AFAM Laurie Simpson >>> clientservice@thekey.com> wrote: >>>> >>>>> Hi Danielle, >>>>> >>>>> Checking on status of new payment form for Laura and Brian Putnam. >>>>> Please let me know when TheKey can expect document. >>>>> >>>>> Thank you, >>>>> *Laurie Simpson* >>>>> Finance Onboarding | *TheKey* >>>>> Laurie.Simpson@thekey.com >>>>> >>>>> On Tue, 9 Sep at 12:00 PM , TheKey Support >>>>> wrote: >>>>> New consent was sent out. I will update Wellsky once I receive it. >>>>> >>>>> >>>>> *Danielle James LPN* >>>>> Milwaukee General Manager | TheKey >>>>> Mobile: 414-309-4827 >>>>> >>>>> >>>>> >>>>> *Have positive feedback? We'd love to share that with the community: = * >>>>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YA= RmZmeZB1UILA >>>>> >>>>> >>>>> On Mon, Sep 8, 2025 at 3:32=E2=80=AFPM Danielle James >>>> danielle.james@thekey.com> wrote: >>>>> >>>>>> Hi, >>>>>> Yes, I will get this taken care of. >>>>>> >>>>>> *Danielle James LPN* >>>>>> Milwaukee General Manager | TheKey >>>>>> Mobile: 414-309-4827 >>>>>> >>>>>> >>>>>> >>>>>> *Have positive feedback? We'd love to share that with the community:= * >>>>>> https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3Y= ARmZmeZB1UILA >>>>>> >>>>>> >>>>>> On Mon, Sep 8, 2025 at 2:21=E2=80=AFPM Laurie Simpson >>>>> clientservice@thekey.com> wrote: >>>>>> >>>>>>> Ashley, >>>>>>> After auditing new client Laura and Brian Putnam, we noticed that >>>>>>> the PAF form signatures do not match. Please obtain new PAF or >>>>

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