Compliance as Easy as an App
Compliance is #1 for all 50!
Here at Oak Tree, we put the majority of our resources toward compliance.
Regulations change often, and that is where Oak Tree's compliance support comes into play.
Periodic review of your forms for regulatory updates is just another feature offered by our Product Management Department.
Learn more about our compliance support here.
Consumer Lending Simplified Applications
Here at Oak Tree, we understand members will have many unexpected expenses arise, especially given the current times. We have made our consumer loan package simple and easy to navigate for your CU and your members.
Learn how Oak Tree can help, here.
We have been in the business long enough to know the best practices, and ensure only the best quality.
For live, free presentation, submit here.
Social Media Tools Your CU Can Use
Our team has put together a webinar on the best social media practices and tips on how your CU can take full advantage of them!
Press play to start learning!
Business Forms for the "New Norm"
While your members are adapting to the "new norm," they may need some help along the way.
Oak Tree's business and commercial lending forms are just what your CU needs to make the lending process smooth for you and your members.
Learn more about how we can help here.
Data Linking Done Right
Before we implemented our own Data Services Department, this process was timely and expensive for CUs. NOT anymore!
When you work with Oak Tree you are guaranteed the best and most reliable service!
We work with ANY core processors! Learn more here.
Always Compliant Spanish Forms
Take the opportunity to offer the Spanish-speaking community compliant forms.
They could be an integral part of your CU family.
Spanish documents are available for all Oak Tree forms and lending documents.
Home Equity Forms for Renovations
While millions are stuck indoors, some of your members may be working on home renovation projects to spruce up their homes and make it more enjoyable!
Now is the perfect time to market your CU's home equity loans!
Here at Oak Tree, we offer both open-end and closed-end home equity documents.
The Marketing Your CU Should Utilize
Marketing comes in many versions, but one that should be at the top of your CU's list is digital marketing.
Social media and email campaigns are just one of the many things Oak Tree's marketing department specializes in.
View samples here.
Humanitarian Highlight
Every Thursday, we highlight credit unions who are doing amazing things in their communities.
You can find all the good deeds in our #HumanitarianHighlight blog postings. Check them out, here!
Fun Fact
Every member has a vote.
As an owner of the credit union, members are entitled to vote for who sits on the board of directors.
Each credit union member gets one vote regardless of how much they have in their account.