Key Accounts Manager (KAM)
With our Key Accounts Manager (KAM) module, you’ll enjoy the convenience of spending less time on bookkeeping and paperwork, while your clients enjoy the added value of earning a competitive money market rate of interest on all their sub account balances. Reporting and funds transfer capabilities are facilitated through the KAM module.
KAM has a dedicated module in Key Total Treasury to manage the master and sub accounts. This solution segregates client escrow funds into separate sub accounts, each clearly identified by a unique account number, as well as the client’s social security or taxpayer ID number. KAM is designed to meet the needs of real estate brokers, property management companies, landlords, health care facilities, municipalities, attorneys, funeral homes, and other organizations. These entities have the responsibility for client monies held in escrow. A version also exists for governments managing public funds as well as non-profit organizations.
Monthly Lifecare Activity
"An additional Monthly Lifecare Activity report is available, designed to be tailored to the needs of lifecare users. A daily version of the report is also provided. A separate standing transfer report is provided, displaying all transfers, including direct deposits and auto transfers from those to the master account. Standing transfers that are displayed are of all previous day activity. A Non-Profit version functions similarly to the Lifecare version, providing the same unique reports."