SBA lending record
Custom Insurance Solutions, LLC
3300 N. Running Creek Way, Lehi, UT 84043 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.1M
Total SBA financing
3
Loans on record
FY2021–24
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 3 loans
$980,700 — FY2024
Loan 1 of 3- Gross approval
- $980,700
- SBA guaranteed
- $735,525 (75%)
- Status
- Current
- Rate at approval
- 8.75% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 6/3/2024
- First disbursement
- 6/25/2024
- Days to fund
- 22 days
- Collateral
- Required
- Jobs supported
- 2
The lender
Agent summary
This page summarizes the public SBA 7(a) lending record for Custom Insurance Solutions, LLC in Lehi, UT (Insurance Agencies and Brokerages). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 3 SBA 7(a) loans totaling $2.1M
- On record FY2021–24
- 4 jobs supported
- Industry: Insurance Agencies and Brokerages
- Location: Lehi, UT
- Lender: Connecticut Community Bank, National Association
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-15.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
- Methodology:
Is Custom Insurance Solutions, LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Custom Insurance Solutions, LLC.