PHILADELPHIA -- American Heritage FCU set a goal of saving its members $13 million on their loans for all of 2013 by refinancing consumer and mortgage loans and hit the goal June 1.
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The $1.1 billion credit union's Information Systems team designed a tracking report within the credit union's Account Cross Sell module where employees could track member's savings compared to the loan that was refinanced.
In addition to sharing the savings amount with members, each branch could determine its total member loans savings, and the credit union as a whole could track the total number of all loan channels combined.
