--0000000000004cec1e063a0e144c Content-Type: multipart/alternative; boundary="0000000000004cec1d063a0e144b" --0000000000004cec1d063a0e144b Content-Type: text/plain; charset="UTF-8" Content-Transfer-Encoding: quoted-printable Thank you for the updates Timon. I have removed Oakville client Michael Garry from the audit. Respectfully, *Alejandro Aponte* Finance Onboarding Analyst III | TheKey Mobile: (408) 479-8654 On Tue, Jul 15, 2025 at 9:21=E2=80=AFAM Timon Page = wrote: > Good morning Alejandro > > The documents for the Oakville client have been uploaded to the clients' > profile in WS. > We are working on the POA documentation for the Waterloo client. I will > keep you posted with progress. > > 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, Jul 14, 2025 at 5:11=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 $8k 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-Jun 2025 who account for over $3k of these >> open balances. The deadline for July commissions is Friday August 8th, p= lease >> 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. >> >> >> >> >> - *Ohio JV Region* currently has the largest open balance at over $2k >> in total with $0k open for clients with start dates in Dec-Jun 2025. >> - *Bay Area Region* currently has the largest # of clients that have >> started services in need of attention at 16. >> - *Southeast Region* currently has the second largest open balance at >> over $1k in total with $0k open for clients with start dates in Dec-J= un >> 2025 and currently has the second largest # of clients that have star= ted >> services in need of attention at 13. >> >> >> >> *Approx $8k open balance due for clients with a missing/incomplete Clien= t >> Consent Agreement or payment authorization forms. $3k open balance for >> clients with start dates in Dec-Jun 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 includ