Thank you for choosing Oak Tree Financing.

Transcription

1 Thank you for choosing Oak Tree Financing. Please follow this application guide carefully to ensure you get your funds as quickly as possible. If you have any questions regarding the application process, or need help with your application please call OAK Please take the time to read each page completely so you will fully understand each step of the application process. Step 1: Click the Apply Now button below your desired funding amount

2 Step 2: Answer the qualifier questions and then click Apply for Free.

3 Step 3: Verify the contents of your cart and click Check-Out Step 4: Enter your billing information. Please note the important items marked by arrows. Leave the Remember my information box unchecked.

4 Step 5: Enter your payment information. You can obtain your credit history by visiting Your coach is who referred you to Oak Tree Financing. ***If you have a co-signer please list their name in the Comments/Special Delivery Instructions section. Click Submit Order to proceed to the next step. Step 6: After submitting your order, you will automatically be redirected to create your account to begin the application process. Click Create New Account to proceed to the next step.

5 Step 7: Begin your application process by entering your information in the appropriate fields. Write down your username and password and keep them in order to access your Oak Tree Account in the future. ***Please be sure to specify the funding range you are seeking. Enter any special funding request you might have such as seeking maximum amount approved. Click Create Account & Continue to proceed to the next step.

6 Step 8: On step 2 of the application process you are required to purchase a $19.99 credit report. The financial underwriters require this specific credit report to process your application. To begin the process of purchasing your $19.99 credit report, click on the link as shown with the red arrow below. The link will automatically open in a new tab, allowing you to keep the Oak Tree application process webpage open to return to it after you purchase your credit report. Step 9: On the Credit Monitoring Website, enter in your information and write down the username and password you create. Your username for the credit monitoring service is your address. Click continue to proceed to the next step.

7 Step 10: Verify Your Identity (1 of 3). Enter your contact details Step 11: Verify Your Identity (2 of 3). Enter your SS# and Date of Birth.

8 Step 12: Verify Your Identity (3 of 3). Answer a series of questions about specific records on your credit report. Step 13: Skip the next screen by clicking "Not Right Now"

9 Step 14. Enter in your payment information, click the box agreeing to the Terms and Conditions, then click "Continue" to proceed to the next step. Step 15: Check your for payment confirmation of the $19.99 credit monitoring service. When purchase has been confirmed, return to the Oak Tree Application tab in your web browser. Enter the new username and password from the Credit Monitoring Website in the fields marked with the arrows. Click Save & Continue to proceed to the next step.

10 Step 16: Fill in your personal information and your personal financial information. Please note all fields marked with * are required fields.

11 Step 17: It is highly recommended that you click the IRS link and obtain your Federal Tax ID Number (EIN #) for your business if you do not already have it. After obtaining your EIN # fill out your business information and click Save and Continue to proceed to the final application step.

12 Step 18: The final step of the application process is where you electronically sign and agree to the terms and conditions of this financial transaction. You must also provide other documents for the purpose of identifying you in accordance with federal law. After reading the Business Consulting Agreement click the box marked with the arrow and fill out the remaining fields. Click Save and Continue to proceed to the next document. Step 19: After reading the Non-Disclosure and Non-Circumvent Agreement click the box marked with the arrow and fill out the remaining fields. Click Save and Continue to proceed to the next document.

13 Please note the options on the left of the screen contain the steps of this final section of the application process. As you progress through each agreement and signature, the options will change to show a green check as shown below. Step 20: Click Upload Required Documents as shown by the green arrow above. You must provide a photo of your current driver s license and a current utility bill containing your name and address. You may either scan these if your printer has scanning capabilities or take a photo of them, and then save them to your computer. Click Upload File next to Current Utility Bill, a window will then appear where you will select the file from its location on your computer and then click open. Repeat this process for Driver s License to select the file from your computer.

14 After uploading your files, green checks will replace Upload File signifying your uploads are successful. Step 21: When you are ready to submit your application, the options on the left of the screen will appear as shown below. Please note, to return to your application to make any changes before submitting it, click To EDIT Application click here as shown by the blue arrow below. Click Submit Application to complete the application process. Thank you for choosing Oak Tree Financing.