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You Are Here:  Agent Financing ... Getting Started Date:  08 September, 2010
 

Getting Started

When you call or inquire about Oak Street Funding's unique financing options, we begin a 6-step process: 

Step 1

A high-level review of the policies and carriers to be used as collateral for the loan will be conducted over-the-phone.

Step 2

Preliminary loan terms and options are presented for your approval.

Step 3

Your Loan Coordinator will guide you in gathering documents needed by our underwriting team.

Step 4

Your Underwriter works quickly through the due diligence process and prepares loan documents.

Step 5

Once the loan documents are signed and approved, we will fund the loan proceeds.

Step 6

We will review your loan’s performance and reconcile commission statements on a monthly basis.
 
 





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