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Jason W Herlein — SBA Loan Record (Three Rivers, MI) | DealRoom

Intelligence/Insurance Agencies and Brokerages/MI

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SBA lending record

Jason W Herlein

60819 S US Highway 131, Three Rivers, MI 49093 · Insurance Agencies and Brokerages. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2025

On record

1

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is Jason W Herlein your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$50,000 — FY2025

Gross approval: $50,000
SBA guaranteed: $42,500 (85%)
Status: Cancelled
Rate at approval: 12.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 4/23/2025
Collateral: None
Jobs supported: 1
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Insurance Agencies and Brokerages
NAICS code: 524210
Lender: Northeast Bank
Address: 60819 S US Highway 131
City: Three Rivers, 49093
County: Saint Joseph
SBA district office: MICHIGAN DISTRICT OFFICE
Congressional district: 6

The lender

Northeast Bank

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding insurance agencies and brokerages — by location, industry.

SBA lenders in Michigan Lenders for insurance agencies and brokerages Insurance Agencies and Brokerages lenders in Michigan

Similar businesses

Comparable insurance agencies and brokerages in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Jason Herlein

Portage, MI· ~22 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Weaver Insurance LLC

Elkhart, IN· ~20 mi

Insurance Agencies and Brokerages

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

Lem Insurance Agency LLC

Portage, MI· ~23 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

John David Inc

South Bend, IN· ~32 mi

Insurance Agencies and Brokerages

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Stillman Agency LLC

Galesburg, MI· ~28 mi

Insurance Agencies and Brokerages

$90K
SBA financing: ≈ $176K–$294K
Est. revenue (rough)

DOROTHY ENDRES INSURANCE AGENCY LLC

Portage, MI· ~22 mi

Insurance Agencies and Brokerages

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Jason W Herlein in Three Rivers, MI (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.

1 SBA 7(a) loan totaling $50K
On record FY2025
1 jobs supported
Industry: Insurance Agencies and Brokerages
Location: Three Rivers, MI
Lender: Northeast Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Insurance Agencies and Brokerages businesses in MI for ~$50k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/jason-w-herlein-mi
API:: https://dealroom.so/api/public/businesses/jason-w-herlein-mi
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is Jason W Herlein 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 Jason W Herlein.