This is a multipart message in MIME format. ------=_NextPart_000_0013_01DBBDDD.B0A83F80 Content-Type: multipart/related; boundary="----=_NextPart_001_0014_01DBBDDD.B0A83F80" ------=_NextPart_001_0014_01DBBDDD.B0A83F80 Content-Type: multipart/alternative; boundary="----=_NextPart_002_0015_01DBBDDD.B0A83F80" ------=_NextPart_002_0015_01DBBDDD.B0A83F80 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 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=E2=80=99s 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.=20 =20 Please click here = to review the updated audit = tracker.=20 =20 * 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. =20 =20 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. =20 =20 =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 From: aaponte@thekey.com =20 Sent: Monday, April 28, 2025 5:19 PM To: kristy.poyner@thekey.com; 'Michelle Kenaga' = ; 'Coddye Ring-Noonan' = ; 'Gayle Soulides' ; = 'Melissa Reyes' ; 'Audra Williams' = ; 'Alisha Wise' ; 'Amy Harris' = ; 'Araceli Gutierrez' = ; 'Cassi Gilkeson' ; = 'Cathy Goffredo' ; 'Kimberly Guerci' = ; 'Yukari Roberts' ; 'Beth Ann = Rosario' ; 'Claudia Hernandez' = ; 'Jessica Pascasio' ; = '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; 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' ; '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: 04/28/25 - Action Required - $3k 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 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=E2=80=99s 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 9