For 35+ years, Oak Tree has provided forms, lending documents, and disclosures exclusively for credit unions in all aspects of operation:

• Membership
• Consumer Loans
• Home Equity Lending
• Business Membership
• Member Business Lending

Oak Tree also provides:

• Data Linking Services

• Forms Training
• Compliance Support
• Legal Opinion Letters
• Compliance Warranty
• Marketing Services
• Spanish Forms

Oak Tree works with you to create forms that integrate seamlessly with your data/loan processing system for a streamlined performance and a smooth work flow. Their documents are easy to use, are specifically designed to match your policies and procedures, and comply with both state and federal regulations.

Richard Gallagher
800-537-9598
Rich@OakTreeBiz.com
www.oaktreebiz.com