FREQUENTLY ASKED QUESTIONS
Why do RIAs 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 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?
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