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Last Updated May 1, 2024
Client Review on Benetrends, Inc.
Feedback:
I worked with Benetrend for a 401K rollover and an SBA loan package. Overall the rollover was taken care with very little problem. However working with Benetrend to out together the SBA loan package have been less than satisfactory. The team I am working with did not review the loan package and submitted the paperwork to banks as it was and as a result I am being asked a lot of questions by different banks that should have been taken care of by the Benetrend team. I feel like I have wasted over a month of my life relying on Benetrend and now it looks like I am going to have to go out on my own and look for a bank that can work with me on an SBA loan. In summary, Benetrend did a good job on the 401k rollover (Rainmaker program) but I would definitely not recommend Benetrend to assist with an SBA Loan. Horrible communication and feedback from the Benetrend team.
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