Re: Anne Kober - Confirming Next Steps

From
Michelle Hudgins <michelle.hudgins@thekey.com>
To
Timothy Thomas <tt@thekey.com>
CC
Vashon Palloo <vashon.palloo@thekey.com>, lisa.barker@thekey.com, Sharon Speirs <sspeirs@thekey.com>
Date
Mon, 8 Jan 2024 10:49:38 -0500
Folder
INBOX
--000000000000dcdd94060e712574 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable You're welcome. On Mon, Jan 8, 2024 at 10:42=E2=80=AFAM Timothy Thomas wrot= e: > Yes, please do. > > Thanks > > On Mon, Jan 8, 2024 at 10:37=E2=80=AFAM Vashon Palloo > wrote: > >> Thank you Michelle. >> >> Tim - should I sent directly to Alice? >> >> On Mon, Jan 8, 2024 at 10:19=E2=80=AFAM Michelle Hudgins > michelle.hudgins@thekey.com> wrote: >> >>> Good Morning, >>> >>> Please see attached 2023/2024 Statement. >>> Let me know if there is anything else you may need. >>> >>> Best, >>> >>> Michelle Hudgins >>> >>> On Mon, Jan 8, 2024 at 9:58=E2=80=AFAM Timothy Thomas w= rote: >>> >>>> Thanks Vashon. >>>> >>>> Best >>>> Tim >>>> >>>> On Fri, Jan 5, 2024 at 5:36=E2=80=AFPM Vashon Palloo >>>> wrote: >>>> >>>>> Hi Tim, >>>>> >>>>> The write off in Clearcare has been completed and I have copied >>>>> Michelle on this email to help provide the statement because I'm not = sure >>>>> how we run those in Clearcare. >>>>> >>>>> On Fri, Jan 5, 2024 at 3:12=E2=80=AFPM Timothy Thomas = wrote: >>>>> >>>>>> Hi Lisa and Vashon. >>>>>> >>>>>> I had a good call with the Kober family. They have accepted our offe= r >>>>>> to zero out their balance. If you could please work with your team t= o do so >>>>>> and to provide an updated statement to Alice reflecting that, and CC= me for >>>>>> visibility. >>>>>> >>>>>> Please let me know if you have any questions. >>>>>> Tim >>>>>> >>>>>> On Fri, Jan 5, 2024 at 1:57=E2=80=AFPM wrot= e: >>>>>> >>>>>>> Thanks, Tim, for the follow up. I just want to make sure that we >>>>>>> handle all issues on them just let me know when you are ready for u= s to >>>>>>> credit. >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> >>>>>>> *From:* Timothy Thomas >>>>>>> *Sent:* Friday, January 5, 2024 12:57 PM >>>>>>> *To:* Vashon Palloo >>>>>>> *Cc:* Sharon Speirs ; Lisa Barker >>>>>> lisa.barker@thekey.com> >>>>>>> *Subject:* Re: Anne Kober - Confirming Next Steps >>>>>>> >>>>>>> >>>>>>> >>>>>>> I'm speaking with the daughter this afternoon. We will be offering = a >>>>>>> credit on the outstanding balance. >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Fri, Jan 5, 2024 at 1:28=E2=80=AFPM Vashon Palloo >>>>>> vashon.palloo@thekey.com> wrote: >>>>>>> >>>>>>> Ok, thanks for the update. >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Fri, Jan 5, 2024 at 1:24=E2=80=AFPM Sharon Speirs >>>>>>> wrote: >>>>>>> >>>>>>> Hi Vashon >>>>>>> >>>>>>> I am not sure if Tim has the latest amount as he is the one having = a >>>>>>> conversation with the daughter who has recently gotten involved. I = think we >>>>>>> need to wait further instructions from Tim if there is anything we = need to >>>>>>> do from or for the client before it can be officially closed. >>>>>>> >>>>>>> Thanks so much >>>>>>> >>>>>>> Sharon >>>>>>> >>>>>>> >>>>>>> >>>>>>> On Fri, Jan 5, 2024 at 9:42=E2=80=AFAM Vashon Palloo >>>>>> vashon.palloo@thekey.com> wrote: >>>>>>> >>>>>>> Hi Sharon, >