CLOANC - Trust & Estate Loans - Newport Beach, California

David T.

Working with Tanis and Autumn was such a pleasure. They made everything not only work flawlessly, but seamless. I went in blind, and they were the guiding lights I needed to accomplish My goals. I highly recommend working with this dynamic duo.

Michael S.

I recently had a situation that needed immediate attention to save a house from a foreclosure auction. By some very lucky happenstance I came across the company CLOANC and reached Thad Ferrell with whom I had an immediate rapport. He understood the extremely short timeline we faced and dived into the necessary steps required. He and Autumn Skerritt provided the information and assistance calmly and with extraordinary efficiency that on the last day an auction was scheduled it was dealt with and cancelled. I cannot give higher praise for their skill, knowledge and commitment to help. Needless to say if I, or anyone I knew, needed assistance I would direct them to Thad and CLOANC.

Rob C.

Tanis was AMAZING. Knocked it out of the park. She got me squared away SO FAST. Answered all of my questions, very responsive, SUPER friendly. 10 out of 5 stars - give Tanis a call if you need her loan services.

Teddy W.

I want to thank Thaddeus Farrell and Autumn Skerritt for all their help. I had a lot of problems trying to get a trust loan. I went to several major banks and none if them was able to help me and some had never heard of a trust loan. I did an online search and asked answered a few questions and immediately, I received a call from Thaddeus. He knew exactly what I need to do and patiently walk me through the entire process of getting a trust loan. Both he and Autumn make this process as simple as possible for me to understand and to follow. They were always available to answer any of my questions. They were honest and upfront with everything. There were no last minute surprises or fees. I am very glad that Thaddeus had responded my inquires . I have nothing but praises for Thaddeus, Autumn and CLC. If asked, I will definitely refer them to CLC and Thaddeus Farrell and any of my future business. THANK YOU!!!

Pamela M.

Thaddeus and Autumn were great! I am the trustee of my deceased mother's trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend!Thaddeus and Autumn were great! I am the trustee of my deceased mother's trust and Thaddeus navigated taking out a loan on her home for the trust such that one of my siblings could directly inherit the home with its very low property tax assessment. It was complicated but totally worth it in the long run! We used the loan proceeds for the trust to distribute equivalent value to the other beneficiaries and have one beneficiary inherit the home outright. It was great and Thaddeus explained things very clearly to me and answered all of our questions. Highly recommend!

Dana D.

Tanis and Autumn were so very helpful. They were patient, kind, and made sure that they were on top of the process from start to finish. The whole process/estate/ problem and its subsequent solution was complicated to me, but Tanis was so knowledgeable and able to navigate it all with ease. I am so thankful to have found her and appreciate her knowledge and expertise.

John R.

My brother and I were assigned the task of taking the family home out of our trust. We seriously had no idea on how to proceed. Thaddeus and Autumn were so knowledgeable and helpful during the entire process. With daily updates we were kept informed and we felt very comfortable asking the million questions that we had. They made the process easy and painless. I would highly recommend their services to anyone. They are both great to work with. Thanks guys!

Mary C.

I want to recognize the exceptional experience we had with Tanis and Autumn at CLC. We had a situation where we needed a loan to the family trust in order to avoid triggering higher property taxes under Propostion 19, and we were working with an attorney who was unable to complete his portion of the work after several months. Tanis and Autumn worked with our new attorney on a rush basis to provide the loan and finalize the property transfer.

They have a complete understanding of these processes, have worked on a large number of these loans, and were extremely responsive by both email and by phone. They were always able and available to answer the numerous questions they were asked throughout the process and did so in an unfailingly professional manner.

Highly recommend the team of Tanis and Autumn at CLC.