Thank You for Your Interest in Finding out More About Our FREE One-Time Consultation Q & A Regarding Any Current Compliance Concern.
We hope you will take advantage of this offer. It is an easy way for you to get your questions answered, as well as get to know Oak Tree.
The process is simple.
Call Jeff at 800-537-9598 or email him at Jeff@oaktreebiz.com to schedule an appointment with Rod Terry, Director of Product Management.
Your appointment will be set up within 7 days from your initial call, based on your availability and urgency of your question.
After your initial conversation with Rod and depending on the nature of the question, we'll determine how long it will take Oak Tree to respond and set up a follow-up appointment.
Most likely we can answer the question on the call, but from time to time we may wish to use our extensive resources to answer your compliance question.
We look forward to hearing from you.
If this is your first time working with Oak Tree, we’re confident you’ll find us easy to work with, responsive, and dedicated to being the best forms provider. After all, Oak Tree has been in the credit union business for 30+ years; continually developing, supporting, and maintaining lending and operational documents for credit unions lending in all 50 states, Canada, Puerto Rico, and the Virgin Islands.
Our business model has always been simple:
Produce nothing but the highest quality customized forms for credit unions that:
•Meet the expectations of each credit union's members and staff
•Integration on each credit union's Data Processing system and specific to their policies
•Comply with both state and federal regulations
If you're a returning customer, welcome back!
Did you know?
AVAILABILITY OF FUNDS AND COLLECTION OF CHECKS
Section 1086(e) of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010 increases next day availability of the first $100 to $200. Does your current funds availability policy conform to the Expedited Funds Availability Act? Not sure? Call Oak Tree today at 1-800-537-9598 for a free consultation or chat online at www.oaktreebiz.com!