--000000000000fdab89063738ab0d Content-Type: multipart/alternative; boundary="000000000000fdab86063738ab0c" --000000000000fdab86063738ab0c Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Hey Alejandro The Toronto client's documents have been corrected and uploaded to the client's profile in CC. I am working on the documents for the Oakville client and will update you as soon as they have been corrected. 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 Mon, Jun 9, 2025 at 5:34=E2=80=AFPM wrote: > Hello Everyone, > > I hope you all had a great weekend. > > 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 $60k open balan= ce > for these client=E2=80=99s missing documentation listed by region. Please= review > and address the document attached in the link below, including any client= s > with a start month in Dec-May 2025 who account for over $60k of these > open balances. The deadline for June commissions is Friday July 11th, ple= ase > 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 repor= t > is generated. > > > > Please click here to review the updated audit tracker. > > > > > - *Concierge Region* currently has the largest open balance at over > $48k in total with over $48k open for clients with start dates in Dec-= May > 2025 > - *Bay Area Region* currently has the largest # of clients that have > started services in need of attention at 16. > - *Northeast Region* currently has the second largest open balance at > over $3k in total with $3k open for clients with start dates in Dec-Ma= y 2025 > - *Southeast Region* currently has the second largest # of clients > that have started services in need of attention at 12. > > > > > > *Approx $60k open balance due for clients with a missing/incomplete Clien= t > Consent Agreement or payment authorization forms. $60k open balance for > clients with start dates in Dec-May 2025.* > > > > > > > > > > > > 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* > >