Re: 08/12/24 - Action Required - $29k Open Balance - New Client Audit Results

--000000000000078449061fa3f7c2 Content-Type: multipart/alternative; boundary="000000000000078449061fa3f7c1" --000000000000078449061fa3f7c1 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Aejandro! Can you please add @Emily Swackhamer to this email list as she is the new GM for our St. Louis market. Best, On Mon, Aug 12, 2024 at 1:33=E2=80=AFPM wrote: > Hello Everyone, > > I hope you all had a great weekend. > > > > 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 $29K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in May 2024 - July 2024 who account for over $24k of > these open balances. The deadline for August commissions is Friday Septem= ber > 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. > > > > - West Division currently has the largest open balance at over $17k in > total with $13k open for clients with start dates in May 2024 =E2=80= =93 July 2024 > and has the largest # of clients that have started services in need of > attention at 22. > - GCM Division currently has the second largest open balance at over > $8k in total with over $8k open for clients with start dates in May 20= 24 - > July 2024 and currently has the second largest # of clients that have > started services in need of attention at 10. > > > > > > *Approx $29k open balance due for clients with a missing CCA or payment > authorization forms. $24k open balance for clients with start dates in Ma= y > 2024 - July 2024.* > > > > > > 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 > *Sent:* Friday, August 9, 2024 5:20 PM > *To:* kristy.poyner@thekey.com; 'Michelle Kenaga' michelle.kenaga@thekey.com>; 'Coddye Ring-Noonan' coddye.ringnoonan@thekey.com>; 'Gayle Soulides' ; > 'Melissa Reyes' ; 'Audra Williams' audraw@thekey.com>; 'Alicia Broussard' ; 'Alisha > Wise' ; 'Amy Harris' ; 'Araceli > Gutierrez' ; 'Cassi Gilkeson' cgilkeson@thekey.com>; 'Cathy Goffredo' ; > 'Kimberly Guerci' ; 'Triff Cook' ; > 'Yukari Roberts' ; 'Beth Ann Rosario' bethann.rosario@thekey.com>; 'Claudia Hernandez' ; > 'Jennifer Piper' ; 'Jessica Pascasio' jpascasio@thekey.com>; 'Karoline Da Silva' ; > 'Diane Mockenhaupt' ; 'Matt Nyberg' mnyberg@thekey.com>; 'Leigh Smith' ; > 'Kelley Richard' ; 'Tiffany Silton' tsilton@thekey.com>; 'Grace Labrecque' ; 'Jennifer > Geist' ; 'Claudia Hernandez' chernandez@thekey.com>; 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; jessica.thomas@thekey.com > *Cc:* 'Sarah Powers' ; 'Alan Badger' abadger@thekey.com>; '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:* 08/09/24 - Action Required - $32k Open Balance - New Client > Audit Results > > > > Hello Everyone, > > > > 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 $32K open balan= ce > for these client=E2=80=99s missing documentation listed by division. Plea= se review > and address the document attached in the link below, including any client= s > with start months in May 2024 - June 2024 who account for over $9k of > these open balances. *The deadline for July commissions is Frid