--000000000000c7bf990633768a77 Content-Type: multipart/alternative; boundary="000000000000c7bf970633768a76" --000000000000c7bf970633768a76 Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you, Timon. Dina Zorbas has been removed from the audit. *Alejandro Aponte* Finance Onboarding Analyst III | TheKey Mobile: (408) 479-8654 On Tue, Apr 22, 2025 at 9:10=E2=80=AFAM Timon Page = wrote: > Hi Alejandro > > The documents for Dina Zorbas are uploaded in CC. > > 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, Apr 21, 2025 at 4:53=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 $3k open balan= ce >> for these client=E2=80=99s missing documentation listed by region. Pleas= e review >> and address the document attached in the link below, including any clien= ts >> with a start month in Dec-Mar 2025 who account for over $2k of these >> open balances. The deadline for April commissions is Friday May 9th, 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 repo= rt >> is generated. >> >> >> >> Please click here to review the updated audit tracker. >> >> >> >> >> - Northeast Region currently has the largest open balance at over $1k >> in total with over $1k open for clients with start dates in Dec-Mar 2= 025. >> - Southeast Region currently has the largest # of clients that have >> started services in need of attention at 12. >> - Concierge CA Region currently has the second largest open balance >> at $750.00 in total with $750.00 open for clients with start dates in >> Dec-Mar 2025 >> - Bay Area Region currently has the second largest # of clients that >> have started services in need of attention at 11. >> >> >> >> >> >> *Approx $3k open balance due for clients with a missing/incomplete Clien= t >> Consent Agreement or payment authorization forms. $2k open balance for >> clients with start dates in Dec-Mar 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 goin= g >> 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 >> l