Oak Tree's forms packages are designed to eliminate potential state and federal liability issues for Credit Unions by managing compliant forms with state and federal requirements. All of Oak Tree's forms are compatible to all insurance carriers in all 50 states. The forms systems that Oak Tree provides for Credit Unions accommodate membership documentation, consumer lending, open-end and closed-end home equity lending, member business lending and member services. Oak Tree has offered customized forms solutions for over 32 years.
SWBC is a diversified financial services company providing a wide range of insurance, mortgage, and investment services to financial institutions such Credit Unions across the country. SWBC has offered customized solutions for over 38 years.
Offering Credit Unions the solution of insurance integrated forms with Oak Tree Business Systems, Inc.. Mainly these forms would be integrating SWBC's core products, that include GAP, MMP, and Credit Life Insurance. This way, it provides Credit Unions a customized integration that would increase acceptance among Credit Unions and their members.
SWBC's solid relationships with carriers and other service providers nationwide, combined with their size and financial strength, provide Credit Unions a wider range of solutions than any single agency can provide. SWBC negotiates with providers like Oak Tree Business Systems, Inc., on the Credit Union's behalf, to create the best product fit possible.