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Oak Tree Business Systems, Inc.


  • Category:
  • Business Services, Compliance, Document Management, Lending Solutions, Regulatory Compliance
For over 40 years, Oak Tree has exclusively provided credit unions with highly customized forms and disclosures. Whether your CU needs a streamlined document solution for membership, business membership, consumer lending, commercial lending, or home equity lending, Oak Tree is ready and willing to serve your particular needs. Oak Tree’s forms are available in all formats and are compatible with all data processors. Spanish documents are also available.

Oak Tree is committed to having the best client services and support in the industry. If your CU needs help with training, compliance, data linking/mapping, or anything else, then Oak Tree is the answer. CUs that work with Oak Tree also enjoy stable annual pricing, as well as the freedom to update their documents at no extra charge (updates are included within Oak Tree’s site license agreements).

In regard to legally required changes due to new regulations, Oak Tree will always be your CU’s watchdog, automatically monitoring and updating your CU’s documents. This gives your CU more time and energy to spend on its staff and current and future members.

Contact Information

  • Contact Name
  • Jeff Osburn
  • Contact Title
  • Executive Director of Operations
  • Contact Phone
  • (800) 537-9598
    LinkedIn Facebook
  • Location
  • 42645 Moonridge Road, P.O. Box 6967,
    Big Bear Lake, California, United States 92315


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