Unverified listing What this means
The Lender Report built this page from public records. TruFund Financial Services Inc has not reviewed it. Every lender's page starts this way, and it says nothing about TruFund Financial Services Inc itself. Each figure shows its source and date. Work at TruFund Financial Services Inc? You can claim this page for free.
Non-bank lender, New York, NY
TruFund Financial Services Inc
A non-bank lender based in New York, NY. Public files show recent SBA 7(a) loans it made.
- Kind
- Non-bank lender
- Data as of
- HMDA 2025, SBA September 30, 2026
- Page last changed
- November 12, 2026
Named as the lender on SBA-approved loans.
- Multifamily loans made, 2025
- Not reported
- HMDA,
- HMDA, 5 or more units
- Investor loans made, 2025
- Not reported
- HMDA,
- 1-4 units or business purpose
- SBA loans, 36 months
- 9
- SBA FOIA,
- 7(a) and 504, net of cancelled
- Multifamily dollars, 2025
- Not reported
- HMDA,
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How to reach them
Each line shows where it came from
- Phone
- No phone number is on record. Try the lender's website.
- Website
- www.trufund.orgFrom the CDFI Fund list, October 21, 2026.
- Commercial lending page
- trufund.orgFrom the lender's website, retrieved November 11, 2026.
- Names it files under
- TruFund Financial Services, Inc.SBA FOIA,
- Based in
- New York, NYSBA FOIA,
Recently done
Recorded lending
Recorded lending. Two or more public files show loans this lender made.
| When | What the record shows | Source |
|---|---|---|
| October 21, 2026 | Certified by the CDFI Fund as a Community Development Financial Institution.Membership in a public list, not lending volume. | CDFI Fund certified list, |
| Oct 2023 to Sep 2026 | SBA 7(a) approvals by processing method: 6 under Preferred Lender authority.SBA ProcessingMethod field, net of cancellations. | SBA FOIA, |
| May 1, 2024 | Listed by SBA as a Community Advantage Small Business Lending Company. The list's own page says it is current as of May 1, 2024; the file itself was last changed on December 8, 2025.Membership in a public list, not lending volume. | SBA lender lists, |
| 2023-10 to 2026-09 | Named as the lender on 4 mortgages recorded in New York City.exact normalized lender name and state, or a reviewed alias | NYC ACRIS recorded mortgages |
Banks report no loan-level data for office, retail, industrial or construction loans. This list shows only multifamily and SBA loans.
| Period | Place | Loan | Amount | Rate | Term | LTV | Source |
|---|---|---|---|---|---|---|---|
| Sep 2026 | New York | SBA 7(a), Child Care Services | $93K | 10.75% | 10 yr | SBA FOIA | |
| Sep 2026 | New York | SBA 7(a), Window Treatment Retailers | $92K | 11% | 10 yr | SBA FOIA | |
| Jul 2026 | Louisiana | SBA 7(a), Transportation and Warehousing | $75K | 10.75% | 10 yr | SBA FOIA | |
| Mar 2026 | Louisiana | SBA 7(a), Other Accounting Services | $110K | 10.75% | 10 yr | SBA FOIA | |
| Mar 2026 | Alabama | SBA 7(a), Other Building Finishing Contractors | $50K | 10.75% | 10 yr | SBA FOIA | |
| Mar 2026 | New York | SBA 7(a), Administrative Management and General Management Consulting Services | $50K | 10.75% | 10 yr | SBA FOIA | |
| Jun 2025 | New York | SBA 7(a), Limited-Service Restaurants | $330K | 11.5% | 5 yr | SBA FOIA | |
| Mar 2024 | Louisiana | SBA 7(a), Accommodation and Food Services | $110K | 4.5% | 10 yr | SBA FOIA | |
| Jan 2024 | New York | SBA 7(a), Janitorial Services | $150K | 7% | 5 yr | SBA FOIA | |
| 9 SBA 7(a) loans since October 2023, net of cancelled | $1.06M | SBA FOIA | |||||
A blank means the source did not report it.
Recorded mortgages, New York City
NYC ACRIS, September 30, 2026
Mortgages recorded in New York City in which this lender is named as the lender. A recorded document is not the whole of a lender's activity and is not joined to HMDA or SBA data.
- 4 mortgages recorded in New York City (the five boroughs) from Oct 2023 to Sep 2026 name TruFund Financial Services Inc as the lender, totaling $14.0M.
- 3 of them were recorded in the latest 12 months of that window.
| Property class | Mortgages | Dollars |
|---|---|---|
| Office | 2 | $7.00M |
| Mixed use | 1 | $630K |
| Other | 1 | $6.30M |
| Borough | Mortgages |
|---|---|
| Brooklyn | 2 |
| Manhattan | 1 |
| Bronx | 1 |
How these documents were tied to this lender: exact normalized lender name and state, or a reviewed alias.
What it lends on
HMDA and SBA files
| Kind of loan | Period | Loans made | Dollars | Typical size | Largest | Source |
|---|---|---|---|---|---|---|
| SBA 7(a), net of cancelled | 36 months to Sep 2026 | 9 | $1.06M | $93.0K | $330K | SBA FOIA, |
| SBA 7(a), net of cancelled | 12 months to Sep 2026 | 6 | $469K | SBA FOIA, |
Program lists that name this lender
Membership, not lending volume
- Listed by SBA: Community Advantage Small Business Lending Companies (CA SBLCs) list as: SBA Community Advantage lender (May 1, 2024). Listed by SBA as a Community Advantage Small Business Lending Company. The list's own page says it is current as of May 1, 2024; the file itself was last changed on December 8, 2025. Status with SBA: Community Advantage SBLC (mission lender authorized for 7(a) loans of up to $350,000).
- Listed by CDFI Fund: List of Certified CDFIs as: Certified CDFI (October 21, 2026). Certified by the CDFI Fund as a Community Development Financial Institution. Kind of institution: Loan Fund. Certification: Certified by the CDFI Fund since 2026-07-15.
Being on a list says the lender is a member of that program on the date shown. It does not say how much it lends.
SBA: Community Advantage Small Business Lending Companies (CA SBLCs) list, CDFI Fund: List of Certified CDFIs,
Where it lends
Offices beside loans on record
Loan channel and SBA processing
Public record only
- Preferred Lender authority
- 6 loans (66.7%)
- Approval to first disbursement
- 51 days, median of 6
SBA FOIA, SBA 7(a) loans, 36 months. Counted from SBA approval, not application. Lines of credit disburse fast.
Peers
Same kind of lender, similar size and book
What we don't know
- Whether it is taking new loans today, or on what terms.
- Its balance sheet, capital or total lending. Non-banks file no call report, so this page shows only loans that appear in HMDA or SBA files.
- Whether it makes multifamily loans. No HMDA multifamily loans are on file under this name for 2024 or 2025.
- Whether it takes brokers. No figure here means no evidence, not a refusal.
Check this page
Against the regulator's own record
- Name and entity. TruFund Financial Services Inc, New York, NY. A non-bank has no regulator certificate, so the name comes from the public files that carry it.
- Loans made. 9 recorded loans from SBA files, through September 30, 2026: 9 SBA 7(a) in 36 months. Each has its source and date.
- Phone and website. No phone number is on record. Website trufund.org, from the FDIC record. [How to reach them]
- Recorded mortgages, New York City. 4 recorded mortgages in New York City under this name. [Source]
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For the record
Data as of HMDA 2025, SBA September 30, 2026. Page last changed November 12, 2026.
- The Lender Report ID
- lr_009554
- Recorded 10 SBA 7(a) approvals totaling $1.3M from October 1, 2023 to September 30, 2026, of which 1 was later cancelled (SBA).
- Listed by SBA as a Community Advantage Small Business Lending Company. The list's own page says it is current as of May 1, 2024; the file itself was last changed on December 8, 2025. (SBA list, as of May 1, 2024).
- Certified by the CDFI Fund as a Community Development Financial Institution. (CDFI Fund list, as of October 21, 2026).
- Named as the lender on 4 mortgages recorded in New York City from 2023-10 to 2026-09, totaling $14M (NYC Department of Finance, ACRIS).
Cite this
Source: The Lender Report, TruFund Financial Services Inc, https://lender.report/lender/trufund-financial-services-ny/, data as of December 31, 2025.
Sources
- SBA FOIA, September 30, 2026
- SBA lender lists, May 1, 2024
- CDFI Fund certified list, October 21, 2026
- NYC ACRIS recorded mortgages, September 30, 2026
Figures come from public records and show the source and date beside them. Public records can be late, incomplete or wrong. A past loan does not mean a lender will make the same kind of loan today. Confirm anything important with the lender.
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Source and date appear beside each figure. Banks report balances, not loans made. Loans made come only from HMDA and SBA files. We do not audit filings and can make errors joining them. Report a problem