Welcome, Westfield Bank!

Oak Street Funding is thrilled to welcome the valued clients and talented team members of Westfield Bank. Take advantage of our cash-flow loans to fund growth without borrowing against your personal assets.

Agency Loans Advisor Loans

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Transition Resources

Phone Icon 844-343-1336

Email Icon servicing@oakstreetfunding.com

 

Communications
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  • Communication to Agency Clients With TM Services Link Icon-png
  • Communication to Agency Clients Without TM Services
  • MyStreet Log In Information

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FAQs

Who is Oak Street Funding?

Indianapolis-based Oak Street Funding, a First Financial Bank company, provides customized loan products and services for specialty lines of business including certified public accountants, registered investment advisors, insurance agents, and buy-here pay-here (BHPH) dealerships nationwide.

Who does Oak Street Funding serve?

Oak Street Funding serves the CPA, RIA, insurance, and buy-here pay-here (BHPH)  industries.

What does Oak Street Funding provide?

Oak Street Funding provides acquisition, succession, partner buy-in, working capital, and debt consolidation financing to CPAs and tax practices, RIA and IARs, and insurance agents and MGAs.

Will my terms and rates change?

No – your terms and rate will remain the same.

Who do I contact about my agency or RIA loan?

For lending, please contact one of our loan specialists.

For previously closed loans, please contact our Servicing department: servicing@oakstreetfunding.com

How do I see my account information?

Once your loan has been converted to Oak Street Funding, your loan information will be accessible on the MyStreet loan management platform.

 

Learn more about the ePortal here: https://info.oakstreetfunding.com/mystreet-software.

 

Once your premium financing has been converted to Agile Premium Finance, your account information will be accessible on the A-tech loan management platform.

What is MyStreet?

MyStreet, Oak Street Funding’s loan management ePortal, enables you to easily manage your loan, apply for additional financing, track loan status, upload documents, and download reports.

 

Learn more about our ePortal here: https://info.oakstreetfunding.com/mystreet-software.

When will I get access to MyStreet?

You will gain access to MyStreet when the system conversion is complete in March. A dedicated account manager will be assigned to guide you through this process.

Who is Agile Premium Finance?

Established in 2017, Agile Premium Finance, a division of First Financial Bank, helps businesses in various industries streamline cash flow by providing commercial insurance premium financing solutions. On November 1, Westfield Bank’s premium financing will become part of Agile Premium Finance.

Who do I contact about my premium financing account?

You will continue to contact your Westfield Bank premium finance contacts via the phone number and email you have used in the past.  You can also visit the existing Westfield Bank premium finance website for contact information. To make a payment, you will continue to go to the Westfield Bank premium finance website.

 

If you do need to contact Agile Premium Finance, you can contact us at 862-419−4720, accountservices@agile-pf.com or agile-pf.com.

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Have a specific question?

Please provide your contact information and we will follow up within 24 business hours.