When people work with Oak Street Funding, we hear some frequently asked questions. Here are some of our most popular CPA FAQs.
Why do CPAs 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?
This is another one of our most popular CPA FAQs. Knowing what to expect when you need a business loan can bring peace of mind.
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.