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How to finance a Farmers Insurance Agent Appointment Agreement in California
The SBA 7(a) lenders funding the most Farmers Insurance Agent Appointment Agreement deals in California, from public loan records — typical Farmers Insurance Agent Appointment Agreement loan about $217K. A bank already funding the brand in your state knows it twice over.
Most active with Farmers Insurance Agent Appointment Agreement in California
Ranked by funded Farmers Insurance Agent Appointment Agreement loans in California. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.499 loans · $106M · Los Angeles, CAFull record →
- 2.149 loans · $135M · Mukwonago, WIFull record →
- 3.97 loans · $156M · Clayton, MOFull record →
- 4.575 loans · $220M · De Graff, OHFull record →
- 5.20 loans · $8M · Saint Petersburg, FLFull record →
- 6.20 loans · $9M · Fresno, CAFull record →
- 7.23 loans · $30M · Stuart, FLFull record →
12+ funded Farmers Insurance Agent Appointment Agreement in California deals
Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.
- CRFTPFJAF, INC. in Fairfield, CA — $386K (2026) · purchase · Citizens Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $289K (75%)
- Approval → funding
- 10 days
- Approved
- 1/26/2026
- First disbursed
- 2/5/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $429K
- Est. down payment (10%)
- $43K
- Est. cash at closing
- $57K
- Monthly payment
- $4,991
- Annual debt service
- $60K
- Cash flow needed (1.25×)
- $75K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Citizens Bank · Lender record →
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- Andy Cortez Insurance Agency, Inc. in Santa Maria, CA — $234K (2025) · Community Bank of Santa Maria
- Program
- 7a General
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $176K (75%)
- Approval → funding
- 11 days
- Approved
- 7/3/2025
- First disbursed
- 7/14/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- New Business or 2 years or less
- Industry
- Insurance Agencies and Brokerages
Funded by Community Bank of Santa Maria
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- MJB Agency in Orange, CA — $69K (2025) · BayFirst National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 12.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $59K (85%)
- Approval → funding
- 25 days
- Approved
- 1/6/2025
- First disbursed
- 1/31/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by BayFirst National Bank · Lender record →
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- Eusebio Cruz Pontes dba Pontes Agency in San Diego, CA — $25K (2025) · Lendistry SBLC, LLC
- Program
- Preferred Lenders Program
- Rate at approval
- 14% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $21K (85%)
- Approval → funding
- 21 days
- Approved
- 9/18/2025
- First disbursed
- 10/9/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Lendistry SBLC, LLC · Lender record →
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- Winn & Finn LLC in La Jolla, CA — $1.2M (2021) · U.S. Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 2.34% fixed
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $1.1M (90%)
- Approval → funding
- 28 days
- Approved
- 5/3/2021
- First disbursed
- 5/31/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by U.S. Bank, National Association · Lender record →
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- KJMAR Corporation in Redding, CA — $298K (2021) · purchase · Wells Fargo Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.95% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $268K (90%)
- Approval → funding
- 3 days
- Approved
- 3/29/2021
- First disbursed
- 4/1/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $331K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $44K
- Monthly payment
- $3,153
- Annual debt service
- $38K
- Cash flow needed (1.25×)
- $47K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Wells Fargo Bank National Association · Lender record →
Your business? Claim this record · Request removal
- J. Koch Insurance Agency, Inc. in Lake Forest, CA — $720K (2020) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 91 months
- SBA guaranteed
- $540K (75%)
- Approval → funding
- 29 days
- Approved
- 9/1/2020
- First disbursed
- 9/30/2020
- Loan status
- Failed — $557K charged off (8/28/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $800K
- Est. down payment (10%)
- $80K
- Est. cash at closing
- $110K
- Monthly payment
- $9,868
- Annual debt service
- $118K
- Cash flow needed (1.25×)
- $148K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Mertens Family Trust in Nevada City, CA — $452K (2020) · Enterprise Bank & Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $339K (75%)
- Approval → funding
- 13 days
- Approved
- 6/17/2020
- First disbursed
- 6/30/2020
- Loan status
- Paid in full (10/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Enterprise Bank & Trust · Lender record →
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- Jon Palmatier in Chino, CA — $130K (2020) · Lendistry SBLC, LLC
- Program
- Community Advantage Initiative
- Subprogram
- Community Advantage Initiative
- Rate at approval
- 8.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $111K (85%)
- Approval → funding
- 38 days
- Approved
- 1/22/2020
- First disbursed
- 2/29/2020
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Lendistry SBLC, LLC · Lender record →
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- ALEX NUNEZ in San Fernando, CA — $125K (2020) · Seacoast National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $106K (85%)
- Approval → funding
- 3 days
- Approved
- 10/28/2019
- First disbursed
- 10/31/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Seacoast National Bank · Lender record →
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- 5550 Spruce LLC in Fresno, CA — $102K (2020) · Community West Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $87K (85%)
- Approved
- 10/11/2019
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Unanswered
- Industry
- Offices of Certified Public Accountants
Funded by Community West Bank · Lender record →
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- Cisneros Insurance Agency Inc in Riverside, CA — $65K (2020) · Bank of America, National Association
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.15% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $33K (50%)
- Approval → funding
- 15 days
- Approved
- 3/16/2020
- First disbursed
- 3/31/2020
- Loan status
- Paid in full (4/30/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Bank of America, National Association · Lender record →
Your business? Claim this record · Request removal
Buying a Farmers Insurance Agent Appointment Agreement in California? Start with a lender that funds them here
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded Farmers Insurance Agent Appointment Agreement loans with a California project address. Mega-bank call-center lenders excluded.
Agent summary
How to finance a Farmers Insurance Agent Appointment Agreement purchase in California with an SBA 7(a) loan: the lenders that fund the brand here (from public records), with the real funded California deals. Lendistry SBLC, LLC funds the most here. DealRoom is not a lender.
- $217K typical Farmers Insurance Agent Appointment Agreement loan
- 11 lenders active in California
- 12+ funded California deals
- 15 days typical to fund
Buyers buying a Farmers Insurance Agent Appointment Agreement in California typically pre-qualify, then ask DealRoom to introduce a lender already funding the brand here — free for buyers; agents submit a consented lead via the DealRoom MCP.
Next steps
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.