Oak Tree Business Systems, Inc.

Company Overview

For 37+ years, Oak Tree has provided forms, lending documents, and disclosures exclusively for credit unions in all aspects of operation: business, membership, home equity lending, and consumer loans. We provide all types of forms (in any format), data linking services, training, compliance support, Spanish documents, marketing, and legal opinion letters.
We work with you to create a custom solution that integrates seamlessly with your data/loan processing system for a streamlined performance and a smooth workflow. Our documents are easy to use, are specifically designed to match your credit union’s policies, products, and procedures, and comply with both state and federal standards.

Services Provided

Compliance/Regulatory Issues
Auto Loans
Business Lending
Consumer Lending
Indirect Lending
Mortgage Lending


Jeff Osburn

42645 Moonridge Rd.
Big Bear Lake,  CA 92315