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.