Here is where Oak Tree directs the majority of its resources.
Our legal staff reviews all forms requiring state and/or federal compliance, and issues legal opinion letters for these forms. Maintaining your legal opinion letters on file at your credit union will ensure peace of mind in the event of a state or federal review or audit.
Periodic review of your forms for regulatory updates is just another feature offered by our Product Management Department.
Another new regulation in town? Let Oak Tree update your forms to support those changes and assure your continued compliance.
Covering all 50 states, Compliance 50! is the best compliance support for credit union forms and lending documents. Regulatory compliance is unique for each individual state. With Compliance 50! from Oak Tree Business Systems, Inc., your credit union forms, lending documents, and marketing services are handled.