Re: 05/27/25 - Action Required - $27k Open Balance - New Client Audit Results

Morning Alejandro!

Both the Oakville client and the Waterloo client have their documents
uploaded into CC.

Best regards,
* Timon Page *
General Manager, Ontario
*Please note my email address has changed:*
timon.page@thekey.com
Mobile: (437) 223-0841
TheKey.com <https://thekey.com/>
<https://thekey.com>


On Tue, May 27, 2025 at 5:40 PM <aaponte@thekey.com> wrote:

> Hello Everyone,
>
>
>
> I hope you all had a great Holiday weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $27k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Apr 2025 who account for over $17k of these
> open balances. The deadline for May commissions is Friday June 6th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
> <https://docs.google.com/spreadsheets/d/15lvJMrLs9-0j_a8emVBFcKfpJXSjpvSj/edit?gid=104340023#gid=104340023>
>
>
>
>    - *Concierge Region* currently has the largest open balance at over
>    $21k in total with over $17k open for clients with start dates in Dec-Apr
>    2025
>    - *Bay Area Region* currently has the largest # of clients that have
>    started services in need of attention at 10.
>    - *Greater SD Region* currently has the second largest open balance at
>    over $2k in total with $0.00 open for clients with start dates in Dec-Apr
>    2025
>    - *Concierge and Midwest Region* are currently tied for having the
>    second largest # of clients that have started services in need of attention
>    at 8.
>
>
>
>
>
> *Approx $27k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $17k open balance for
> clients with start dates in Dec-Apr 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, May 19, 2025 5:01 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
> 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
> bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <
> dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh
> Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
> krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
> Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
> jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com;
> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
> jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 05/19/25 - Action Required - $39k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $39k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Apr 2025 who account for over $17k of these
> open balances. The deadline for May commissions is Friday June 6th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Concierge Region currently has the largest open balance at over $28k
>    in total with over $17k open for clients with start dates in Dec-Apr 2025
>    - Bay Area Region currently has the largest # of clients that have
>    started services in need of attention at 17.
>    - Nebraska Region currently has the second largest open balance at
>    over $8k in total with $0.00 open for clients with start dates in Dec-Apr
>    2025
>    - Northeast Region currently has the second largest # of clients that
>    have started services in need of attention at 12.
>
>
>
>
>
> *Approx $39k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $17k open balance for
> clients with start dates in Dec-Apr 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Tuesday, May 13, 2025 5:23 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
> 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
> bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <
> dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh
> Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
> krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
> Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
> jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com;
> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
> jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 05/13/25 - Action Required - $16k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $16k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Apr 2025 who account for $14k of these open
> balances. The deadline for May commissions is Friday June 6th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Concierge Region currently has the largest open balance at over $13k
>    in total with over $13k open for clients with start dates in Dec-Apr 2025.
>    - Bay Area Region currently has the largest # of clients that have
>    started services in need of attention at 17.
>    - Midwest Region currently has the second largest open balance at
>    $1,176.00 in total with $0.00 open for clients with start dates in Dec-Apr
>    2025.
>    - Canada Region currently has the second largest # of clients that
>    have started services in need of attention at 12.
>
>
>
>
>
> *Approx $16k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $14k open balance for
> clients with start dates in Dec-Apr 2025.*
>
>
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, May 5, 2025 4:50 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
> 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
> bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <
> dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh
> Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
> krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
> Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
> jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com;
> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
> jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 05/05/25 - Action Required - $2k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $2k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Mar 2025 who account for $0.00 of these open
> balances. The deadline for April commissions is Friday May 9th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Bay Area Region currently has the largest open balance at over $2k
>    in total with $0.00 open for clients with start dates in Dec-Mar 2025 and
>    currently has the largest # of clients that have started services in need
>    of attention at 15.
>    - Canada Region currently has the second largest open balance at
>    $471.67 in total with $0.00 open for clients with start dates in Dec-Mar
>    2025
>    - Texas Arizona Region currently has the second largest # of clients
>    that have started services in need of attention at 12.
>
>
>
>
>
> *Approx $2k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $0.00 open balance for
> clients with start dates in Dec-Mar 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, April 28, 2025 5:19 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
> 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
> bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <
> dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh
> Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
> krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
> Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
> jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com;
> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
> jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 04/28/25 - Action Required - $3k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $3k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Mar 2025 who account for $160.00 of these open
> balances. The deadline for April commissions is Friday May 9th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Bay Area Region currently has the largest open balance at over $1.6k
>    in total with $160.00 open for clients with start dates in Dec-Mar 2025 and
>    currently has the largest # of clients that have started services in need
>    of attention at 16.
>    - Northeast Region currently has the second largest open balance at
>    $539.39 in total with $0.00 open for clients with start dates in Dec-Mar
>    2025
>    - Texas Arizona Region currently has the second largest # of clients
>    that have started services in need of attention at 13.
>
>
>
>
>
> *Approx $3k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $160.00 open balance for
> clients with start dates in Dec-Mar 2025.*
>
>
>
>
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, April 21, 2025 4:53 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alisha Wise' <awise@thekey.com>; 'Amy Harris' <
> aharris@thekey.com>; 'Araceli Gutierrez' <araceli.gutierrez@thekey.com>;
> 'Cassi Gilkeson' <cgilkeson@thekey.com>; 'Cathy Goffredo' <
> cathy.goffredo@thekey.com>; 'Kimberly Guerci' <kguerci@thekey.com>;
> 'Yukari Roberts' <yroberts@thekey.com>; 'Beth Ann Rosario' <
> bethann.rosario@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> 'Jessica Pascasio' <jpascasio@thekey.com>; 'Diane Mockenhaupt' <
> dmockenhaupt@thekey.com>; 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh
> Smith' <leigh.bryantsmith@thekey.com>; 'Kelley Richard' <
> krichard@thekey.com>; 'Tiffany Silton' <tsilton@thekey.com>; 'Grace
> Labrecque' <glabrecque@thekey.com>; 'Jennifer Geist' <
> jennifer.geist@thekey.com>; 'Claudia Hernandez' <chernandez@thekey.com>;
> slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com;
> csilveira@thekey.com; elizabeth.walsh@thekey.com; chall@thekey.com;
> jagarcia@thekey.com; ccartwright@thekey.com; joey.taylor@thekey.com;
> cterlesky@thekey.com; sspeirs@thekey.com; generalmanagers@thekey.com;
> jessica.thomas@thekey.com; emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 04/21/25 - Action Required - $3k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $3k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Mar 2025 who account for over $2k of these open
> balances. The deadline for April commissions is Friday May 9th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Northeast Region currently has the largest open balance at over $1k
>    in total with over $1k open for clients with start dates in Dec-Mar 2025.
>    - Southeast Region currently has the largest # of clients that have
>    started services in need of attention at 12.
>    - Concierge CA Region currently has the second largest open balance at
>    $750.00 in total with $750.00 open for clients with start dates in Dec-Mar
>    2025
>    - Bay Area Region currently has the second largest # of clients that
>    have started services in need of attention at 11.
>
>
>
>
>
> *Approx $3k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $2k open balance for
> clients with start dates in Dec-Mar 2025.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
>
>
> *From:* aaponte@thekey.com <aaponte@thekey.com>
> *Sent:* Monday, April 14, 2025 4:45 PM
> *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' <
> michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' <
> coddye.ringnoonan@thekey.com>; 'Gayle Soulides' <gsoulides@thekey.com>;
> 'Melissa Reyes' <melissa.reyes@thekey.com>; 'Audra Williams' <
> audraw@thekey.com>; 'Alicia Broussard' <abroussard@thekey.com>; 'Alisha
> Wise' <awise@thekey.com>; 'Amy Harris' <aharris@thekey.com>; 'Araceli
> Gutierrez' <araceli.gutierrez@thekey.com>; 'Cassi Gilkeson' <
> cgilkeson@thekey.com>; 'Cathy Goffredo' <cathy.goffredo@thekey.com>;
> 'Kimberly Guerci' <kguerci@thekey.com>; 'Yukari Roberts' <
> yroberts@thekey.com>; 'Beth Ann Rosario' <bethann.rosario@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; 'Jessica Pascasio' <
> jpascasio@thekey.com>; 'Diane Mockenhaupt' <dmockenhaupt@thekey.com>;
> 'Matt Nyberg' <mnyberg@thekey.com>; 'Leigh Smith' <
> leigh.bryantsmith@thekey.com>; 'Kelley Richard' <krichard@thekey.com>;
> 'Tiffany Silton' <tsilton@thekey.com>; 'Grace Labrecque' <
> glabrecque@thekey.com>; 'Jennifer Geist' <jennifer.geist@thekey.com>;
> 'Claudia Hernandez' <chernandez@thekey.com>; slaxamana@thekey.com;
> jcittadino@thekey.com; wreid@thekey.com; csilveira@thekey.com;
> elizabeth.walsh@thekey.com; chall@thekey.com; jagarcia@thekey.com;
> ccartwright@thekey.com; joey.taylor@thekey.com; cterlesky@thekey.com;
> sspeirs@thekey.com; generalmanagers@thekey.com; jessica.thomas@thekey.com;
> emily.swackhamer@thekey.com; lhorval@thekey.com;
> william.schmiedeknecht@thekey.com; tpatterson@thekey.com;
> laurie.simpson@thekey.com; ariyan.green@thekey.com;
> ereaunah.thomas@thekey.com; keith.keough@thekey.com
> *Cc:* 'Sarah Powers' <spowers@thekey.com>; 'Alan Badger' <
> abadger@thekey.com>; 'Elizabeth Clark' <eclark@thekey.com>; 'Laszlo
> Kovacs' <laszlo.kovacs@thekey.com>; 'Paul Kahn' <paul.kahn@thekey.com>;
> 'Lito Delapena' <lito.delapena@thekey.com>; chad.everitt@thekey.com;
> kevin.murray@thekey.com; alyson.rohane@thekey.com;
> jennifer.lane@thekey.com; laura.meister@thekey.com;
> amanda.ominsky@thekey.com; rachel.andersoncapone@thekey.com;
> glane@thekey.com; dknier@thekey.com; kjayroe@thekey.com;
> melani.breach@thekey.com; tt@thekey.com; jeannie.ortiz@thekey.com;
> geraldine.nath@thekey.com; deanna.brown@thekey.com
> *Subject:* 04/14/25 - Action Required - $5k Open Balance - New Client
> Audit Results
>
>
>
> Hello Everyone,
>
>
>
> I hope you all had a great weekend.
>
>
>
> Please see the below summary by region for clients in need of attention
> due to missing or incomplete mandatory documents in accordance with our
> onboarding process. Also below is a breakdown of the over $5k open balance
> for these client’s missing documentation listed by region. Please review
> and address the document attached in the link below, including any clients
> with a start month in Dec-Mar 2025 who account for over $5k of these open
> balances. The deadline for April commissions is Friday May 9th, please
> reach out to Alejandro Aponte, and Jeannie Ortiz with any questions.
> ***Please note changes made after the updated report has been generated
> will not be reflected until the client is re-audited and an updated report
> is generated.
>
>
>
> Please click here to review the updated audit tracker.
>
>
>
>    - Bay Area Region currently has the largest open balance at over $3 in
>    total with over $3k open for clients with start dates in Dec-Mar 2025 and
>    currently has the largest # of clients that have started services in need
>    of attention at 13.
>    - Northeast Region currently has the second largest open balance at
>    over $1k in total with over $1k open for clients with start dates in
>    Dec-Mar 2025
>    - Southeast Region currently tied has the second largest # of clients
>    that have started services in need of attention at 12.
>
>
>
>
>
> *Approx $5k open balance due for clients with a missing/incomplete Client
> Consent Agreement or payment authorization forms. $5k open balance for
> clients with start dates in Dec-Mar 2025.*
>
>
>
>
>
>
>
> Please note that recent Google updates has changed how the file appears
> when you open it as a commentor. Once you open the Google Sheet you will
> need to click the drop-down arrow on the right-hand side of the sheet to
> expand the menu. This will allow you to download the spreadsheet by going
> to File > Download > Excel (Snip included below for reference). You can
> also create a new temporary filter view for the Google Sheet which will
> allow you to adjust the filters on the Google Sheet using the icon that
> looks like a Google Sheet/Calculator.
>
>
>
> *Filtering Google Sheets in the new view*
>
> *Downloading document in the new view*
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>
>