Testimonials
Our credit unions are our biggest supporters – take a look for yourself.
Read what Credit Unions are saying about Oak Tree and our forms for the past 37+ years:
Special thanks to the team making the merger process go smoothly.by Linda - June 2020
Your staff are extremely generous, helpful, and friendly. Whenever I have a question or need help, they are all so quickly to assist and with genuine happy attitude. Thank you!by Teresa - June 2020
With our new expansion, we feel confident that we can grow even more with your support!by Gil - June 2020
Without the support and expertise of your compliance teeam, we couldn't have grown as quickly as desired. You understand our credit union and always respond to our needs!by Evan - June 2020
You guys are great to work with!by Jeanna - May 2020
It was a pleasure to converse with you! you are ALWAYS so helpful and I cannot emphasize how much I appreciate it.by Karen - May 2020
Thank you, you are a wonderful employee, and very attentive to my emails & questions.. I value that in you! Thank you!by Kimberly - May 2020
Wow! I can't thank you all enough for all you do! We are live and running smoothly & now compliant!by Kevin - April 2020
A big thaks for giving us the opportunity to stay open. You are a valued partner to us and your support is what is kept us lending, it helps us to get better and serve our community. We love the support! Thanks for your guidance during covid.by Tammy - April 2020
I enjoy working with Oak Tree! You make my life easier.by Lucas - April 2020
You are all phenomenal customer service ethic. Such pleasure!by Mason - March 2020
Thanks for staying open and answering our credit union questions. Your support and legal team is been very helpful.by Sage - March 2019
You guys are the best! Keep up the great work! I enjoy working with you all.by Sara - February 2020
I gotta say that what I like the most about the service is the consistent high quality service every time I call or email Oak Tree, friendly people!by Kyla - February 2020
After working on projects with you guys, I am very pleased with the results and thank you for your support!by Travis - Jan 2020
Have I ever told you how much I love your forms? I enjoy my job more because of it. Thanks for everything. Happy Holidays!by Felix - Dec 2019
We work with many vendors, but we are confident that we have found the best solution for our credit union. Thanks for all you do for us.by Vince - November 2019
I'm extremmly happy with your work and disclosures. The overall experience is supreme!by Tim - September 2019
Fast response and great compliance support.by Rob - July 2019
I'm a long lasting customer of Oak Tree. I strongly believe that the service and quality of the forms are better than what is out there. We were frustrated with service with another supplier and all of that went away with Oak Tree. I can call them and they answer, I can ask them anything about compliance, and they are friendly. I moved from another credit union and was happy that they had Oak Tree because I didn't wanna go through the same with this credit union. We have all had a great experience throughout the years!by Marie - May 2019
Thank you for your organization's communication. It allowed us to go through the solutions your provided in a unique way/ We appreciate you as a supplier.by Charles - April 2019
The level of compliance and detail was critical for our credit union. We look forward to working in the future with you.by James - March 2019
I love our logo on the forms! I love talking on the phone for support. I'm loving the forms!.by Alex - Feb 2019
Before my time away for the holidays, I wanted to tell you that our compliance manager is very happy with the documents and I can go on my vacation worry free. Thanks for your commitment and professionalism.by Zoe - Nov 2018
Your commitment is outstanding! We got through this core processor changes much better than we expected. It made it a more smooth transition and our forms are mapping great!.by Vicky - Oct 2018
Partnering with you has been amazing. Thanks a bunch for helping us through this merger!.by Emma - Aug 2018
My experience is always so positive with your team. I find it refreshing and just wanted to drop you a line to say how much I welcome the opportunity to work with you again.by Frank - June 2018
Oak Tree recently provided data linking to our credit union and found the process to be easy to follow since they have connections with my data processor. I had great communication and live results. I look forward to adding home equity to our portfolio soon.by Bill - March 2018
Oak Tree has bought world class expertise that has helped our credit union stand out. Your current efforts are so responsive that gives us the confidence to keep doing business with you.by Lily - Feb 2018
I've enjoyed working with you guys and can't thank you enough for your help this year. I hope that you all have a great holiday season!.by Laura - Dec 2017
Digital forms options for our members has made our life easier. Thank you!by Michael - Aug 2017
It has been a privilege to partner with the Oak Tree team. Your cooperation and services has truly maintain our best interest in mind. You go above and beyond for our credit union.by Sarah - July 2017
I appreciate your compliance support team!.by Lisa - June 2017
I want to thank you and your team for the amazing service level that you have provided to us as we have made this transition. I cannot think of a thing you could have done better – and I have pretty high expectations.by Valerie - May 2017
I just wanted to take a few minutes to let you know we receive outstanding service from Oak Tree and particularly on a rush request I made yesterday. Your team always goes out of their way to help and you need to know that we do appreciate it. Congratulations on having such professionals working for Oak Tree.by Mary - March 2017
Thank you!. The folks at Oak Tree have always made these types of things go so smoothly -I appreciate that.by Maria - May 2016
I don't know if I mentioned it before, but I really appreciate the hard work of yourself and your Oak Tree team to get these disclosures processed so quickly. Thanks again.by Mary - April 2016
You have been a great source of information and expert opinion that is unmatched by any one person I have worked with over the past 35 years. Thank you!by Trudy - August 2015
You and all of the others at OT have made it such a pleasure to work with ….I cannot and won’t ever be able to express my appreciation and just plain respect for you guys..by Trudy - August 2015
Thanks for the follow up. I was impressed with how few corrections or questions I have on the documents, these are about the cleanest first drafts I have ever worked with. Nicely done!by Raan - July 2015
Thank you! You are too kind and so fast at getting things! I feel like a VIP every time I talk with you.:)by Kayla - June 2015
You really have been great! This is why I continue to do business with Oak Tree!by Mary - February 2015
Thank you! I always appreciate your thorough responses. I respectfully challenged the examiner on these items, as I felt confident in what we were doing was correct, but I did not feel prepared to back up my firm stance. Thank you for providing me this information; it is truly appreciated, and very helpful.- by Amber - February 2015
Thank you for all your time in the revision process. You made it very easy!- by Heidi -December 2014
We've been with Oak for 7 years. In that time we have gone from assets from 400 Million to nearing almost 1 Billion and Oak Tree has been there for us every step of the way with great service and their forms have served our every need.- by Compliance Team - Arkansas Federal Credit Union - March 2014
I just wanted to let each of you know and your staff that supported our rush request last week, how much we appreciate all your efforts!- by Jill - November 2014
Wow, great service as usual- by Paul - November 2014
All set. Looks good as always.- by Michael - September 2014
You’re very welcome. We’ve been making A LOT of changes here lately, and you and the rest of the team always do everything you can to accommodate us. We really appreciate it.by Jordan - April 2014
Once again you are our savior! Thank you so very much for the speedy response and getting the Credit Unions favorite loan officer up and running in her alps forms. That file worked perfectly. I hope you have a wonderful weekend and a nice relaxing holiday next week. Thank you again!- by Cate – December 2013
I just love the helpful people of Oak Tree!- by Terri - November 2013
I just wanted to thank you for getting this request completed so quickly. We had a deadline that didn’t give too much wiggle room (not to mention we would be in violation of our contract) and Oaktree was able to exceed my expected deadline. My initial request was on 3/27/13 and it has already been implemented on our end. I truly appreciate the expediency, professionalism and the accuracy that was given to this matter. It’s always a pleasure to deal with Oaktree!!- by Jewel - April 2013
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Established in 1983 | Archived Testimonials
