Matthew P.
We had issue with being forced to use…
We had issue with being forced to use Docusign as a means to finalize this deal.

Trio is a proven lending partner dedicated to small business success, helping companies access capital for more than 16 years. We build lasting relationships with commercial equipment sellers to deliver custom finance solutions focused on small to mid-ticket equipment financing, designed to drive growth, stability, and loyalty. Trio is an independent, American-owned and operated organization, backed by a leader in the equipment lease and finance industry since 2008, with over $8 billion funded to date. We’re committed to creating positive financial experiences and fueling the long-term success of the businesses we serve.
Trio Capital (triocapital.com) has 218 customer reviews on Five Star Index, with an average rating of 4.9 out of 5.
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Investments & Wealth · Iselin, New Jersey
Excellent

Investments & Wealth · Mahwah, New Jersey
Excellent
Investments & Wealth · Pitman, New Jersey
Excellent

Investments & Wealth · Newark, New Jersey
Excellent
Showing 3 reviews with 3 stars · Clear filters
Matthew P.
We had issue with being forced to use Docusign as a means to finalize this deal.
Matt
Absolutely horrible customer service. Sent all my insurance information over to ensure I had the proper coverage before i signed documents. Got the okay from their rep even after said give me the weekend to confirm. He reached out Monday and said it was all good. Now less than a month later I don't have adaquent insurance. Now it's a "hassle" to them. I would give them negative stars if I could as they are still trying to rectify the situation. After several phone calls I was able to get a supervisor to make the situation right. Although it should of never got to that point in the first place she assured me she would use this as a training tool for employees in the future. Hopefully this was just a 1 off as my experience with them was great up until this mishap
Response from Trio CapitalMar 25, 2025
Dear Matt, We appreciate you taking the time to share your experience and giving us the opportunity to address your concerns. Clear communication and proper coverage are essential, and while this situation shouldn’t have happened, we’re glad Ibrahim, our Customer Service Manager, was able to help resolve it. Your feedback is helping us refine our processes and improve the overall customer experience. Should you have any further questions or need additional assistance, please reach out. We greatly value your business and look forward to working with you. Sincerely, Joe Mancini Chief Sales Officer Trio Capital
customer
Money was received quickly. Payments are automatically withdrawn from your account monthly, which is fine, but if you would like to make extra payments, you have to email customer service with your account number and extra amount you would like to pay, then they have to send an authorization letter back to you that you must sign, scan and send back to them. Process is a bit antiquated. We have only made our first payment and one extra payment and we asked for a statement and still have not received one. Also, extra payments do not go towards the principal, but if your pay the loan off before your halfway period you get a discount on your interest. Again, hard to make sure it is paid off early without a monthly statement.
Response from Trio CapitalJan 24, 2025
Dear Valued Customer, Thank you for taking the time to share your experience with us. We genuinely appreciate your feedback and the opportunity to learn from it. We understand how important it is to provide timely and efficient service, and we’re actively working to streamline our processes to ensure a more seamless experience moving forward. Your insights are incredibly valuable in helping us grow and improve. We hope to have the chance to work with you again and provide a positive experience. If there is anything we may assist you with further, please do not hesitate to reach out – we’re here to help. Sincerely, Joe Mancini Chief Sales Officer Trio Capital