Buddy & Da'Shann's Success Story

Success Story: 7-Day CTC on a Bank Statement Loan | Oaktree Teamwork in Action (Da'Shann + Buddy) In this quick success story, Da'Shann (AVP Account Executive at Oaktree Funding) and Buddy (Account Manager) break down a recent win with a new broker relationship from a local Fairway branch. The file moved fast because everyone stayed aligned, the processor partnership was strong, and the team focused on solutions instead of roadblocks. Result: 7 working days from approval to CTC, and two more loans submitted before the first one even funded. Chapters (Time Jumps): 00:00 Meet Austin (AVP AE) + Buddy (Account Manager) 00:55 The win: 7 working days from approved to CTC 01:12 Momentum: two more files submitted before the first loan funded 01:27 Oaktree mindset: finding ways to get to “yes” and get the deal done 01:36 Why bank statement loans can get tricky (and how teamwork prevents delays) 02:16 “Green team” dynamic + product depth that helps brokers win 02:24 What’s hot right now: DSCR + bank statements (and why experience matters) 02:32 Exceptions and flexibility: if it doesn’t fit the matrix, still reach out 02:40 Relationships + execution: what to expect from Oaktree 02:56 Closing message + how to connect Helpful links: Website: https://nonqmexpert.com Email: [email protected] Instagram:   / oaktree.wholesale   Facebook:   / oaktreewholesale   Want a lender that moves fast and stays proactive? If you have a bank statement loan, DSCR scenario, or a file that needs common-sense underwriting, reach out to your Oaktree Account Executive. We’ll help you get it across the goal line. Compliance Disclaimer: This video is for informational purposes only and is not a commitment to lend. All loan programs, rates, terms, and guidelines are subject to change without notice. All loans are subject to underwriting approval and applicable program requirements.