Re: 166841 Alexie Goff - FIN-WELCOME CALL - Need CCA - [#1092810]

From
Laurie Simpson <clientservice@thekey.com>
To
malin.maleegrai@thekey.com
CC
dmockenhaupt@thekey.com, tthomas@thekey.com, william.schmiedeknecht@thekey.com, jeannie.ortiz@thekey.com
Date
Tue, 22 Apr 2025 15:51:28 +0000
Folder
INBOX
Hi Malin,         Please upload entire CCA for client Alexie Goff.  Only 2 pages are there.   Thank you,         Laurie Simpson  Finance Onboarding | TheKey  Laurie.Simpson@thekey.com  855.205.8007      On Thu, 17 Apr at 10:57 AM , Malin Maleegrai <malin.maleegrai@thekey.com> wrote:   Got it, will do.      Thank you,   Malin      Malin Maleegrai, LCSW Client Success Manager  malin.maleegrai@thekey.com  847-853-7777             On Thu, Apr 17, 2025 at 9:55 AM Laurie Simpson <clientservice@thekey.com> wrote:       Hi Malin,      The CCA loaded in Wellsky is only 2 pages.  TheKey requires the entire agreement to be uploaded.  Please upload the entire CCA & reply to this email when complete.     Thank you so much.      Laurie Simpson  Finance Onboarding | TheKey  Laurie.Simpson@thekey.com  855.205.8007





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