--00000000000003a10106427a11cc Content-Type: multipart/alternative; boundary="00000000000003a10006427a11cb" --00000000000003a10006427a11cb Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Good Afternoon,Geri, We typically direct our clients to mail a check directly to the Dallas PO Box. Mr. Rozoff has the potential to be a long-term client with significant opportunity for growth. His daughter wants a point person for her interactions, including billing. By allowing this extra step, I can provide her with answers regarding her payments in relation to her invoices. As she becomes more comfortable with us and our invoicing, I will again see if she is comfortable mailing her weekly remittance to our P.O. Box. I hope this makes sense. All the best, Diane On Fri, Oct 31, 2025 at 2:44=E2=80=AFPM Geraldine Terlecki wrote: > Tim: > > > > The contact is Michelle =E2=80=93 included above. > > > > I must point out we should not have a payment process like this . Mailin= g > a check to someone manually who then manually mails it somewhere else is > about the worst process possible. Can we take this opportunity to talk t= o > the client about autopay or credit card payment? Even if we can only do > checks, they should be going directly to our lockbox, not the office. > Giving the client a longer window due to a bad process is not the answer. > > > > *gerri terlecki* > > Chief Financial Officer | *TheKey* > > Mobile: 561.879.0132 > > > > *From:* Timothy Thomas > *Sent:* Friday, October 31, 2025 2:17 PM > *To:* Geraldine Terlecki ; Diane Mockenhaupt dmockenhaupt@thekey.com> > *Subject:* Fwd: Terms for Chicago Client Herbert Rozoff > > > > Hi Geri, > > > > With Lasz gone, who approves payment term updates? Can you assist with th= e > request below? > > > > Thank you! > > Tim > > ---------- Forwarded message --------- > From: *Diane Mockenhaupt* > Date: Fri, Oct 31, 2025 at 12:44=E2=80=AFPM > Subject: Terms for Chicago Client Herbert Rozoff > To: Timothy Thomas > > > > Dear Tim, > > > > Could the payment terms for Chicago client Herbert Rozoff be adjusted fro= m > 10 days to 21 days? Daughter Beth Rozoff is frustrated by the emails > stating her account is past due and that her services may be terminated. > > > > Ms. Rozoff mails her checks to the Park Ridge office, and I typically > receive the check on Tuesday. I, in turn, mail the check to Dallas, who > receives it several days later. I email billing when I mail the check. > The client has paid on time, but the USPS delivery of her check is > unpredictable. Her first three checks arrived on the same day. They were > rubber-banded together as a single delivery, but the postmarks indicated > they were not mailed at the same time. > > > > Adjusting the terms will make an otherwise satisfied client very happy. > > > > All the best, > > Diane > > > > -- > > *Diane Mockenhaupt * > > General Manager, Chicago Office and Michigan Office > > dmockenhaupt@thekey.com > > Mobile: (224) 8