Trust & Estate Loans for Property Tax SavingsProperty RepairsProbate or Attorney ExpensesEqualizing a Distribution

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Chris Williams 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I worked with Dale and Autumn on a very tricky refinance that required a lot of precision with a quick turnaround, and they both delivered amazing results. I felt comfortable in the process at every step of the way, despite being a first-time buyer, and there was always a clear path to keeping the process moving.
Highly recommend CLOANC thanks to these two especially! Not many companies go the proverbial extra mile these days, so it is extra appreciated.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lena Rangel 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
CLOANC is a total recommend for your trust loan needs! Susie Bassirpou and Autumn Skerritt are the best! My father passed away this year and his house was in a trust. I knew that I wanted to buy my sister out and retain the prop 19 tax break. We had never done anything like this before. I am so glad I was able to find CLOANC!! As soon as I spoke to Susie, she put me at ease. She explained everything in detail and was there to answer all my questions. Autumn handled the documents and preparing the loan package. She is so efficient and knows exactly what's needed. They both were communicating constantly as we moved through the process. They made every part of a difficult process seem easy! My first call to them was on July 1st and by Sept 1st, we had two loans complete and I am officially a home owner and my sister received her inheritance payout! I so appreciate all the expertise and personalized services.A total recommend!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Joe Chopin 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
CLOANC was a pleasure to work with! They helped me obtain a small loan on one of my trust properties without all the hassle one normally would expect. Most lenders wouldn’t consider my situation because of the smaller loan amount, but CLOANC was quite different. They discussed my situation and provided the solution I needed. The overall process was very straightforward and efficient. Susie and Autumn were amazing! From start to finish I was funded in just under 2 weeks. I would highly recommend CLOANC to anyone who is looking to obtain fast and efficient funding!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bliss Ful 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I was thoroughly impressed with the entire organization. They were prepared, professional and had great, personable service. Each team member was right on their game and they exceeded our expectations. Thank you!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Alberto Moreno 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We had a complicated Trust, and Susie and her team were AMAZING in helping us get all the paperwork together for the bridge loan and re-financing. Susie and her team are The BEST ever. Don't go anywhere else - just call Susie. Thank You CLOANC!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Wendy Petrovich 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I worked directly with Dominic and Autumn. They were awesome to work with! Not only were they knowledgeable and efficient, answering questions and giving information in a quick manner, but they were both pleasant to work with, personally.  Thanks so much to you two for making this difficult time in my family, a little easier to manage.  I would absolutely recommend CLOANC, for both their expertice as well as their personal touch throughout the process. They were able to get us funded in a very short time frame.  Thanks again!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 keri Luna 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I had a great experience with CLOANC thanks to Dominic and Autumn. They took the time to thoroughly explain the trust loan process in a way that was clear, detailed, and easy to understand. They were patient with questions, professional throughout the process, and made something that initially felt overwhelming much more manageable. I really appreciated their knowledge, communication, and willingness to help every step of the way. Highly recommend working with them!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Heather Seiden 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I referred a Trust Administration client to CLOANC, and the staff here did a great job providing my client with a loan product that fit her needs. In California, there is a real need for this type of product, and I am happy I’ve found a company I feel comfortable with so that I can help my clients even more. Thanks so much Cory and Thad!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Paul Kokkinos 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Great experience working with the team at CLOANC - thank you Autumn and Dominic!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Jaime Thomas 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I highly recommend Cloanc especially Thad and Autumn. They did an amazing job in helping me with my loan. They were patient and kind and keep me in the loop and updated during all the different phases