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JKM

05 May 2023, 22:27

  • US

Easy to work with and very professional.

Easy to work with and very professional.

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Chip Roska

20 April 2023, 23:18

  • US

Idea Financial has quickly become a…valuable member of our support team at United P&H.

Idea Financial has quickly become a member of our support team at United P&H. Jim Picanso of Idea and Jon Cohen of Fundible.com worked together-- listening to, and understanding, our needs. They have quickly and effectively provided a credit line option that we are using and should be easy to manage. Jim and Jon clearly enjoy helping people. I would highly recommend the team of Idea Financial and Fundible.com.

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Cynthia Stine

03 April 2023, 23:23

  • US

Verified

Exemplary customer service!

Idea Financial's customer service is exemplary. They actually seemed to want my business. I was able to apply, close and draw on our line of credit in less than a week. We are using it as bridge funding while we work through the much lengthier process of getting an SBA Loan. As a business owner, I've applied for loans many times over the years and this was by far the easiest.

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Dave Gardy,

31 March 2023, 22:42

  • US

Underwriter and account manager were…

Underwriter and account manager were very helpful, especially when Plaid IT interface was down, delaying the disbursement for a day.

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Ron Koester

23 March 2023, 00:00

  • US

My Thoughts of Them

The process with these folks was quick and very simple. That helped me to make my decision, in favor of using them. Their terms were the best of what was being offered by their competitors.

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Chris Marshall

17 March 2023, 01:32

  • US

THIS WAS A VERY HELPFUL COMPANY

THIS WAS A VERY HELPFUL COMPANY. MADE THE CALL AND THEY CALLED RIGHT BACK. WERE ABLE TO GET A LINE OF CREDIT IN A WEEK. GREAT GUYS TO WORK WITH.

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Cindy A

16 March 2023, 00:10

  • US

Great service

I found Idea via a broker. Once I started working with Idea directly the process was smooth and efficient. The person I worked with, Julian, was professional, responsive, and a pleasure to work with.

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Niko

02 March 2023, 03:21

  • US

Easy to work with

Easy to work with. Straighforward

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DJ

16 February 2023, 23:52

  • US

Very proactive and thorough

Very proactive and thorough. Most importantly, they were quick to assist and get things set up.

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Mehran

11 February 2023, 03:50

  • US

The process was fast and transparent.

The process was fast and transparent.