Consumer Lending
ITIN Lending & Compliance
In a Credit Union Times Expert Opinion Column, “ITIN Lending & Compliance: Cutting Through the Fog,” Oak Tree`s CEO talks about ITIN lending, and how it represents growth opportunities for credit unions.
Humanitarian Highlight
World Kindness Week
When it comes to compliant forms and disclosures for credit unions, there is Oak Tree Business Systems, Inc. For more than 37 years, we have been the ones supplying the best forms for credit unions from membership documents to the forms for all lending needs.
Credit Union Industry
Top 10 Credit Union Conferences to Attend
Attending credit union conferences means getting the chance to broaden your network, promote deeper understanding, uncover new knowledge, and reinforce existing practices.
Credit Union Industry
Navigating Current Lending Trends
Following current lending, trends can boost loan applications and approvals. It can also spark new partnerships and provide a competitive edge in a volatile market.
Marketing Corner
Credit Union SWOT Analysis
There comes a time when your credit union might be stuck without improvement. To make changes and redirect marketing efforts you need a SWOT.
Oak Tree Business Systems
Blood Drive 2019 OTBS
The October blood drive was a HIT! We couldn’t have been in more awe of how it turned out and the positive response that we received. With support from the Southern California Blood Bank, we were able to break our initial goal and exceeded far above what we hoped for.
Marketing Corner
Dealing with Bad Reviews for SEO
The classic saying, “Any press is good press” continues to become more and more false with the reliance on online reviews to influence patrons. With the emergence of more and more review sites, blogs, comment sections, etc., it is impossible to ignore online opinion when considering SEO and potential members.
Marketing Corner
Credit Union Financial Fables
Every credit union is unique in ways that are generically defined by their FOM. Unfortunately the basic facts and figures that define membership eligibility does not convey the magical community and beneficial services that can entice potential members to grow your financial realm. Building a narrative can change the imagery of facts and figures into metaphorical flowers and fairies. Here are a few steps to get story-telling:
Credit Union Industry
Lending Documents & Data Processors
Are you considering a data processor switch? If so, there are several things to consider in order to ensure the process goes smoothly. Following these steps will make the transition efficient and minimize any headaches.
Credit Union Industry
Best Credit Union CEOs of 2017
For the credit union world, the eventful year of 2017 is now a thing of the past. When we take a look back at the past twelve months we remember the highlights and bright spots from around the industry. Credit unions who saw success were recognized, as well as the individuals who helped facilitate accomplishments and achievements.