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KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY — SBA Loan Record (Los Lunas, NM) | DealRoom

Intelligence/Direct Property and Casualty Insurance Carriers/NM

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SBA lending record

KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY

344 LUNA AVE SE, Los Lunas, NM 87031 · Direct Property and Casualty Insurance Carriers. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$275K

Total SBA financing

1

Loan on record

FY2026

On record

8

Jobs supported

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

Is KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY 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

$275,000 — FY2026

Gross approval: $275,000
SBA guaranteed: $206,250 (75%)
Status: Committed
Rate at approval: 9.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 3/25/2026
Collateral: Required
Jobs supported: 8
Business type: Individual
Business age: Existing or more than 2 years old
Industry: Direct Property and Casualty Insurance Carriers
NAICS code: 524126
Lender: Northeast Bank
Address: 344 LUNA AVE SE
City: Los Lunas, 87031
County: Valencia
SBA district office: NEW MEXICO DISTRICT OFFICE
Congressional district: 1

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 direct property and casualty insurance carriers — by location, industry.

SBA lenders in New Mexico Lenders for direct property and casualty insurance carriers Direct Property and Casualty Insurance Carriers lenders in New Mexico

Similar businesses

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

COMPREHENSIVE INSURANCE SERVICES INCORPORATED

Omaha, NE· ~737 mi

Direct Property and Casualty Insurance Carriers

$252K
SBA financing: ≈ $494K–$824K
Est. revenue (rough)

LIGHTSHIP MARITIME INC

Bothell, WA· ~1201 mi

Direct Property and Casualty Insurance Carriers

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

Mike Perz & Associates, LLC

Overland Park, KS· ~724 mi

Direct Property and Casualty Insurance Carriers

$445K
SBA financing: ≈ $873K–$1.5M
Est. revenue (rough)

PSI

Miami, FL· ~1687 mi

Direct Property and Casualty Insurance Carriers

$365K
SBA financing: ≈ $716K–$1.2M
Est. revenue (rough)

BRAZIL INSURANCE SERVICES, LLC

Plano, TX· ~585 mi

Direct Property and Casualty Insurance Carriers

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Pitts, Fennell & Associates LLC

Garland, TX· ~594 mi

Direct Property and Casualty Insurance Carriers

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY in Los Lunas, NM (Direct Property and Casualty Insurance Carriers). 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 $275K
On record FY2026
8 jobs supported
Industry: Direct Property and Casualty Insurance Carriers
Location: Los Lunas, NM
Lender: Northeast Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Direct Property and Casualty Insurance Carriers businesses in NM for ~$275k 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/kathleen-m-williams-kat-williams-agency-nm
API:: https://dealroom.so/api/public/businesses/kathleen-m-williams-kat-williams-agency-nm
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 KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY 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 KATHLEEN M WILLIAMS KAT WILLIAMS AGENCY.