INVESTMENT ADVISOR FAQS
When people work with Oak Street Funding, we hear some frequently asked questions. Here are some of our most popular investmest advisor FAQs.
Why do investment advisors need Oak Street Funding?
Why should I do business with Oak Street Funding?
Is Oak Street Funding a direct lender?
What are the steps involved in obtaining financing from Oak Street Funding?
Step 1: The first step is an analysis of your cash flow that will be used as collateral for your loan by one of our sales managers.
Step 2: Based on this review, we will propose preliminary loan terms.
Step 3: Once you have agreed to preliminary terms, your loan coordinator will guide you in gathering all of the required documents for our underwriting team.
Step 4: Once all required documents are received, you will be assigned an underwriter who will work through the due diligence process.
Step 5: Once the loan documents are signed and approved, we will fund the loan proceeds.
How long will it take to put my financing in place?
What fees will I have to pay to complete a financing?
What if I do not like the financing alternatives presented to me?
What is your interest rate?
What length of terms do you offer?
Can I borrow additional funds before my loan is paid off?
What ongoing commitments will I have with Oak Street Funding once I have a loan funded?
How can I use my funds?
INVESTMENT ADVISOR RESOURCES
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