Corporate Services:

Financial-Management and Accounting Services: The complexities of employee relocations can disrupt the normal work flow of an employer’s accounting and human resource department.  Our financial services enable employers – and their transferees – to take relocations in stride, without distractions from the real “business of the business”. Our expense and gross up management system is the most comprehensive, integrated, flexible and responsive system in the industry.

Home Sale & Purchase Programs/Closing Services: Home Sale Programs to reduce taxability of closing expenses. Employee does not need to attend closing and no gross-up. Streamlined reimbursement and reporting and built-in audit service ensures proper detail of company payments. Loan programs designed for employees’ needs, direct billing for closing coupled with relocation trained network of Realtors.

Concierge Services: Customized services designed for high level or special need transferees and their families.
Policy and ProgramsOakTree Relocation Services guide corporations through policy, transition and transferee issues by designing programs that produce cost effective solutions with program excellence.  Partnership knowledge gathered in conjunction with our clients, communicates your policy to transferees addressing their specific needs.   

Account Management and Client Services: Each of our clients has their own Director of Client Services to manage the entire relocation process from initiation to billing and reporting. Our client service teams consist of highly trained relocation professionals with expertise to deliver a positive experience and unparalleled customer satisfaction.
A Personal Relocation Manager remains your transferees’ one point of contact, providing day-to-day activity management, advisement of best practices, suggestions of cost reduction opportunities to taper costs and maintains quality programs.

Program Management Review: OakTree Relocation Services believes in client partnership approach to account management.  We listen to your needs, goals and objectives in relocation and we create solutions and lay out plans for success.

Group Move Management:  We are sensitive to the unique challenges created by a group move and can design and implement a program to ensure a successful departure-to-destination transition. From the initial announcement to the final move, we have the experience and local resources to make your group move a success.

Integrated Web-based initiations and reporting: Your time is important to us and we make sure that the method of initiation convenient to you is met, whether web-based, text message, email, or phone call. Direct reporting and feedback is on-going, regardless of volume.