Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]
- From
- Sharon Speirs <sspeirs@thekey.com>
- To
- eclark@thekey.com
- CC
- Jeannie Ortiz <clientservice@thekey.com>, tt@thekey.com, jeannie.ortiz@thekey.com, lito.delapena@thekey.com, Marilyn Navaja <marilyn.navaja@thekey.com>
- Date
- 2025-04-25 16:31:36
- Folder
- INBOX
--000000000000ef92870633a2bc3d Content-Type: multipart/alternative; boundary="000000000000ef92850633a2bc3c" --000000000000ef92850633a2bc3c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Our case manager Marilyn is following up with him again he does not live in Victoria. We will just resend a new one for him to sign if he is unable to resend the old one Sharon Sharon, Speirs General Manager Vancouver, BC Office: 778.279.3634 sspeirs@thekey.com TheKey.ca [image: TheKey] On Fri, Apr 25, 2025 at 4:25=E2=80=AFPM wrote: > Can someone go to the clients home or locate the CCA? Or was it shredded? > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Sharon Speirs > *Sent:* Friday, April 25, 2025 4:22 PM > *To:* eclark@thekey.com > *Cc:* Jeannie Ortiz ; tt@thekey.com; > jeannie.ortiz@thekey.com; lito.delapena@thekey.com > *Subject:* Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - > [#1058229] > > > > Yes we do it=E2=80=99s just he just did not scan the entire agreement onl= y 3 pages > but one being the signature page. > > Sharon > > > > > > > *Sharon, Speirs* > > > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > > > > > > > > > On Fri, Apr 25, 2025 at 4:01=E2=80=AFPM wrote: > > Hi there > > Do we have no CCA on file at all? > > > > > > Kind regards- > > > > *Elizabeth Clark* > > Director | *TheKey* > > Mobile: 619.822.4855 > > > > > > *From:* Sharon Speirs > *Sent:* Friday, April 25, 2025 8:44 AM > *To:* Jeannie Ortiz > *Cc:* tt@thekey.com; jeannie.ortiz@thekey.com; lito.delapena@thekey.com; > eclark@thekey.com > *Subject:* Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - > [#1058229] > > > > Marillyn our case manager in Victoria will follow up again today > > Sharon > > > > *Sharon, Speirs* > > > > General Manager > > Vancouver, BC > > Office: 778.279.3634 > > sspeirs@thekey.com > > > > *TheKey.ca* > > > > [image: Image removed by sender. TheKey] > > > > > > > > > > > > > > On Fri, Apr 25, 2025 at 8:21=E2=80=AFAM Jeannie Ortiz > wrote: > > Good Day, > > > > We have had this ticket open since February and have yet to receive the > entire copy of the CCA. Could you please confirm whether we have received > the CCA from the client? In our last communication, she indicated that it > would be mailed on March 10, 2025. Considering the timeline, we should ha= ve > received it by now. Could we please get an update on this request? > > > > Thank You, > > Jeannie Ortiz > > Finance Onboarding & Experience Manager > > jeannie.ortiz@thekey.com > > Phone: 866-226-1702|Fax: 813-693-5625 |Email: ltci@thekey.com > > > [image: Image removed by sender.] > > On Fri, 28 Mar at 1:16 PM , Jeannie Ortiz > wrote: > > Good Day, > > > > I am following up on the paperwork for Lesley Ann. Did we happen to > receive the documents in ema
Thread (5)
- RE: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]2025-04-25 16:25:07
eclark@thekey.com
- Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]2025-04-25 18:37:29
Marilyn Navaja
- Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]2025-04-25 18:37:29
Marilyn Navaja
- Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]2025-04-28 11:09:26
Marilyn Navaja
- Re: 165256 Lesley Ann "Betsy" Shorehouse - FIN-WELCOME CALL - [#1058229]2025-04-28 11:09:26
Marilyn Navaja