This is a multipart message in MIME format. ------=_NextPart_000_004E_01DB23DC.ADE820D0 Content-Type: multipart/related; boundary="----=_NextPart_001_004F_01DB23DC.ADE847E0" ------=_NextPart_001_004F_01DB23DC.ADE847E0 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0050_01DB23DC.ADE847E0" ------=_NextPart_002_0050_01DB23DC.ADE847E0 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 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 $1.6K = 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 June 2024 - Sept 2024 = who account for over $127.50 of these open balances. The deadline for = October commissions is Friday November 8th, 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 $974.11 in = total with $0.00 open for clients with start dates in June 2024 = =E2=80=93 Sept 2024. * West Division currently has the largest # of clients that have started = services in need of attention at 12, and currently has the second = largest open balance at $703.50 in total with $127.50 open for clients = with start dates in June 2024 - Sept 2024. * East Division currently has the second largest # of clients that have = started services in need of attention at 6. =20 =20 =20 Approx $1.6k open balance due for clients with a missing CCA or payment = authorization forms. $127.50 open balance for clients with start dates = in June 2024 - Sept 2024. =20 =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 =20 =20 From: aaponte@thekey.com =20 Sent: Monday, October 14, 2024 5:42 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' ; 'Yukari Roberts' = ; 'Beth Ann Rosario' ; = 'Claudia Hernandez' ; 'Jessica Pascasio' = ; 'Karoline Da Silva' ; = 'Diane Mockenhaupt' ; 'Matt Nyberg' = ; 'Leigh Smith' ; = 'Kelley Richard' ; 'Tiffany Silton' = ; 'Grace Labrecque' ; = 'Jennifer Geist' ; '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; = jessica.thomas@thekey.com; emily.swackhamer@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; = geraldine.nath@thekey.com; deanna.brown@thekey.com Subject: 10/14/24 - Action Required - $2.8k Open Balance - New Client = Audit Results=20 =20 Hello Everyone,=20 =20 I hope you all had a great weekend. =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 $2.8K = 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 June 2024 - Aug 2024 = who account for over $1.5k of these open balances. The deadline for = October commissions is Friday November 8th, please reach out to = Alejandro Aponte, and Jeannie Ortiz w