This is a multipart message in MIME format. ------=_NextPart_000_004D_01DAD6C9.500ADA30 Content-Type: multipart/related; boundary="----=_NextPart_001_004E_01DAD6C9.500ADA30" ------=_NextPart_001_004E_01DAD6C9.500ADA30 Content-Type: multipart/alternative; boundary="----=_NextPart_002_004F_01DAD6C9.500ADA30" ------=_NextPart_002_004F_01DAD6C9.500ADA30 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone,=20 =20 I hope you all had a great weekend.=20 =20 Please see the below summary by division 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 $24K = open balance for these client=E2=80=99s missing documentation listed by = division. Please review and address the document attached in the link = below, including any clients with start months in Mar 2024 - June 2024 = who account for over $18K of these open balances. The deadline for July = commissions is Friday August 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.=20 =20 Please click here = to review the updated audit = tracker. =20 * Canada Division currently has the largest open balance at just over = $11k in total with $11k open for clients with start dates in Mar 2024 = =E2=80=93 June 2024. * West Division currently has the second largest open balance at over = $8k in total with over $2k open for clients with start dates in Mar 2024 = - June 2024 and has the largest # of clients that have started services = in need of attention at 12. * GCM Division currently has the second largest # of clients that have = started services in need of attention at 7. =20 =20 Approx $24k open balance due for clients with a missing CCA or payment = authorization forms. $18k open balance for clients with start dates in = Mar 2024 - June 2024. =20 =20 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.=20 =20 Filtering Google Sheets in the new view Downloading document in the new view =20 =20 =20 =20 From: aaponte@thekey.com =20 Sent: Monday, July 8, 2024 4:08 PM To: kristy.poyner@thekey.com; 'Michelle Kenaga' = ; 'Coddye Ring-Noonan' = ; 'Gayle Soulides' ; = 'Melissa Reyes' ; 'Audra Williams' = ; 'Alicia Broussard' ; 'Alisha = Wise' ; 'Amy Harris' ; 'Araceli = Gutierrez' ; 'Cassi Gilkeson' = ; 'Cathy Goffredo' ; = 'Kimberly Guerci' ; 'Triff Cook' ; = 'Yukari Roberts' ; 'Beth Ann Rosario' = ; 'Claudia Hernandez' = ; 'Jennifer Piper' ; = 'Jessica Pascasio' ; 'Karoline Da Silva' = ; 'Diane Mockenhaupt' ; = 'Matt Nyberg' ; 'Leigh Smith' = ; 'Kelley Richard' ; = 'Tiffany Silton' ; 'Grace Labrecque' = ; 'Jennifer Geist' ; = richard.chan@thekey.com; 'Claudia Hernandez' ; = slaxamana@thekey.com; jcittadino@thekey.com; wreid@thekey.com; = apuckett@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 Cc: 'Sarah Powers' ; 'Alan Badger' = ; 'Elizabeth Clark' ; 'Laszlo = Kovacs' ; 'Paul Kahn' ; = 'Lito Delapena' ; 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 Subject: 07/08/24 - Action Required - $13k Open Balance - New Client = Audit Results=20 =20 Hello Everyone,=20 =20 I hope you all had a great weekend.=20 =20 Please see the below summary by division 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 $13K = open balance for these client=E2=80=99s missing documentation listed by = division. Please review and address the document attached in the link = below, including any clients with start months in Mar 2024 - June 2024 = who account for over $13K of these open balances. The deadline for July = commissions is Friday August 9th , please reach out to Alejandro Aponte, = and Jeannie Ortiz with any questions. ***Please note changes made after = the updated report has been generated