--0000000000003bd4ff062177e11e Content-Type: multipart/alternative; boundary="0000000000003bd4fd062177e11d" --0000000000003bd4fd062177e11d Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hi Alejandro For the Toronto/Waterloo clients Sara Creador, Nancy Monteleone and the facility Harbour Light, all should be compliant now. Best regards, * Timon Page * General Manager, Ontario *Please note my email address has changed:* timon.page@thekey.com Mobile: (437) 223-0841 TheKey.com On Thu, Sep 5, 2024 at 5:04=E2=80=AFPM wrote: > 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 $43K 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 June 2024 - July 2024 who account for over $3k of > these open balances. *The deadline for August commissions is Friday > September 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 a= nd > an updated report is generated. > > > > Please click here to review the updated audit tracker. > > > > > - West Division currently has the largest open balance at over $20k in > total with $388.80 open for clients with start dates in June 2024 =E2= =80=93 July > 2024 and currently has the largest # of clients that have started serv= ices > in need of attention at 24. > - East Division currently has the second largest open balance at over > $17k in total with $417.10 open for clients with start dates in June 2= 024 - > July 2024 and currently has the second largest # of clients that have > started services in need of attention at 22. > > > > > > *Approx $43k open balance due for clients with a missing CCA or payment > authorization forms. Over $3k open balance for clients with start dates i= n > June 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:* Tuesday, September 3, 2024 4:47 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= ; > emily.swackhamer@thekey.com > *Cc:* 'Sarah Powers' ; 'Alan Badger' abadger@thekey.com>; 'El