This is a multipart message in MIME format. ------=_NextPart_000_002A_01DBEAB4.42002440 Content-Type: multipart/related; boundary="----=_NextPart_001_002B_01DBEAB4.42004B50" ------=_NextPart_001_002B_01DBEAB4.42004B50 Content-Type: multipart/alternative; boundary="----=_NextPart_002_002C_01DBEAB4.42004B50" ------=_NextPart_002_002C_01DBEAB4.42004B50 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hello Everyone,=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 $10k 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-May 2025 who = account for over $1k of these open balances. The deadline for June = commissions is Friday July 11th, 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 $5k in = total with $384.60 open for clients with start dates in Dec-May 2025, = and currently has the largest # of clients that have started services in = need of attention at 21. * Greater SD Region currently has the second largest open balance at = over $1k in total with $0.00 open for clients with start dates in = Dec-May 2025 * Canda, Greater SD, and Southeast Region are all currently tied for = having the second largest # of clients that have started services in = need of attention at 10. =20 Approx $10k open balance due for clients with a missing/incomplete = Client Consent Agreement or payment authorization forms. $1k open = balance for clients with start dates in Dec-May 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 =20 =20 =20 From: aaponte@thekey.com =20 Sent: Monday, June 23, 2025 5:48 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' ; 'Lito Delapena' = ; chad.everitt@thekey.com; = kevin.murray@thekey.com; alyson.rohane@thekey.com; =