----==_mimepart_68c98647dbc6a_1ec3fcce123ce983970316b Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Thank you so much!!!=C2=A0 Appreciate it. Thank you, Laurie Simpson = Finance Onboarding=C2=A0|=C2=A0TheKey Laurie.Simpson@thekey.com = = On Tue, 16 Sep at 11:30 AM , Ashley Alford = wrote: Hello=C2=A0 = = Laura & Brian's ACH form has been uploaded into their Wellsky account, I= also added it as an attachment.=C2=A0 = = Thank you = = = = On Mon, Sep 15, 2025 at 11:29=E2=80=AFAM Audra Williams wrote: = = = Thank you, Ashley!=C2=A0 Wow what a quick turnaround!! =C2=A0 = = I appreciate you jumping on this so quickly.=C2=A0 = = 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 can= sign new paperwork. She was having difficulties with the document she wa= s sent. I can have it uploaded to her file by tomorrow morning.=C2=A0 = = = On Mon, Sep 15, 2025 at 11:12=E2=80=AFAM Audra Williams wrote: = = = Danielle is no longer with TheKey.=C2=A0 = = 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 wrote: = = = = = Hi Danielle, = = Checking on status of new payment form for Laura and Brian Putnam.=C2=A0= Please let me know when TheKey can expect document. = = Thank you, = Laurie Simpson = = Finance Onboarding=C2=A0|=C2=A0TheKey = Laurie.Simpson@thekey.com = = = On Tue, 9 Sep at 12:00 PM , TheKey Support wrote= :=C2=A0 = New consent was sent out. I will update Wellsky once I receive=C2=A0it.=C2= =A0 = = = Danielle James LPN = = Milwaukee General Manager |=C2=A0TheKey = Mobile: 414-309-4827 = = = Have positive feedback? We'd love to share that with the community:=C2=A0= https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA = = = = = = On Mon, Sep 8, 2025 at 3:32=E2=80=AFPM Danielle James wrote: = = = Hi,=C2=A0 = Yes, I will get this taken care of. = = Danielle James LPN = = Milwaukee General Manager |=C2=A0TheKey = Mobile: 414-309-4827 = = = Have positive feedback? We'd love to share that with the community:=C2=A0= https://search.google.com/local/writereview?placeid=3DChIJkbvX_ggg3YARmZm= eZB1UILA = = = = = On Mon, Sep 8, 2025 at 2:21=E2=80=AFPM Laurie Simpson wrote: = = = Ashley, = = = After auditing new client Laura and Brian Putnam, we noticed that the PAF= form signatures do not match.=C2=A0=C2=A0Please obtain new PAF or copy o= f voided check showing BOTH names on bank account. = = We appreciate your understanding as we work to ensure everything is in or= der. =C2=A0=C2=A0 = = = = = = Laurie Simpson = Finance Onboarding |=C2=A0TheKey = Laurie.Simpson@thekey.com = = 855.205.8007 = = = = = = = = = = = = = = = = = = = -- Ashley Alford = =