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How to finance a TWFG Insurance Services, Inc. - Branch Office Agreement
The SBA 7(a) lenders funding the most TWFG Insurance Services, Inc. - Branch Office Agreement deals, ranked from public loan records — typical TWFG Insurance Services, Inc. - Branch Office Agreement loan about $335K. A bank that has funded the brand knows the model — faster approvals, better terms.
Most active with TWFG Insurance Services, Inc. - Branch Office Agreement
Ranked by funded TWFG Insurance Services, Inc. - Branch Office Agreement loans. Tap a lender to open its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.868 loans · $362M · Salt Lake City, UTFull record →
10+ funded TWFG Insurance Services, Inc. - Branch Office Agreement 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.
- Delafuente Insurance Services 2, Inc. in El Paso, TX — $138K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $117K (85%)
- Approval → funding
- 11 days
- Approved
- 2/6/2026
- First disbursed
- 2/17/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $153K
- Est. down payment (10%)
- $15K
- Est. cash at closing
- $20K
- Monthly payment
- $1,766
- Annual debt service
- $21K
- Cash flow needed (1.25×)
- $26K
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 Live Oak Banking Company · Lender record →
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- THE HONG INSURANCE & SERVICES in Houston, TX — $150K (2025) · Celtic Bank Corporation
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $128K (85%)
- Approval → funding
- 10 days
- Approved
- 9/30/2025
- First disbursed
- 10/10/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Celtic Bank Corporation · Lender record →
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- Delafuente Insurance Services 2, Inc. in El Paso, TX — $1.3M (2023) · Live Oak Banking Company
- Program
- 7a General
- Rate at approval
- 9.44% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $986K (75%)
- Approval → funding
- 9 days
- Approved
- 6/12/2023
- First disbursed
- 6/21/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Startup, Loan Funds will Open Business
- Industry
- Insurance Agencies and Brokerages
Funded by Live Oak Banking Company · Lender record →
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- JMP Insurance Services LLC in San Mateo, CA — $975K (2022) · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 4.68% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $731K (75%)
- Approval → funding
- 7 days
- Approved
- 3/28/2022
- First disbursed
- 4/4/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Englishbee Insurance in The Woodlands, TX — $720K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.29% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $540K (75%)
- Approval → funding
- 11 days
- Approved
- 3/24/2022
- First disbursed
- 4/4/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- 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
- $7,739
- Annual debt service
- $93K
- Cash flow needed (1.25×)
- $116K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Kelly Lee, LLC in Lake Charles, LA — $335K (2022) · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $251K (75%)
- Approval → funding
- 20 days
- Approved
- 2/22/2022
- First disbursed
- 3/14/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Arena Insurance Services in Beaumont, TX — $295K (2022) · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $221K (75%)
- Approval → funding
- 6 days
- Approved
- 2/22/2022
- First disbursed
- 2/28/2022
- Loan status
- Paid in full (6/30/2025)
- Loan type
- Term loan
- Collateral
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- DELAFUENTE RE INVESTMENTS, LLC in El Paso, TX — $286K (2022) · Wells Fargo Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.15% fixed
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $214K (75%)
- Approval → funding
- 14 days
- Approved
- 6/21/2022
- First disbursed
- 7/5/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Existing or more than 2 years old
- Industry
- Insurance Agencies and Brokerages
Funded by Wells Fargo Bank National Association · Lender record →
Your business? Claim this record · Request removal
- STOVER INSURANCE SERVICES LLC in Kingwood, TX — $335K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.74% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $251K (75%)
- Approval → funding
- 9 days
- Approved
- 6/17/2020
- First disbursed
- 6/26/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $372K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $50K
- Monthly payment
- $3,676
- Annual debt service
- $44K
- Cash flow needed (1.25×)
- $55K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- Mark Randell Brown in Sherman, TX — $270K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.74% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $203K (75%)
- Approval → funding
- 21 days
- Approved
- 5/11/2020
- First disbursed
- 6/1/2020
- Loan status
- Paid in full (8/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $300K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $2,962
- Annual debt service
- $36K
- Cash flow needed (1.25×)
- $44K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Buying a TWFG Insurance Services, Inc. - Branch Office Agreement? Start with a lender that has funded the brand
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded loans to TWFG Insurance Services, Inc. - Branch Office Agreement businesses. Mega-bank call-center lenders excluded.
Agent summary
How to finance a TWFG Insurance Services, Inc. - Branch Office Agreement purchase with an SBA 7(a) loan: the lenders that fund the brand most (from public records), the typical loan size, and what it takes to qualify. Live Oak Banking Company funds the most. DealRoom is not a lender.
- $335K typical TWFG Insurance Services, Inc. - Branch Office Agreement loan
- 3 lenders fund the brand
- 11 days typical to fund
Buyers researching a TWFG Insurance Services, Inc. - Branch Office Agreement typically pre-qualify for SBA 7(a) financing next, then ask DealRoom to introduce a lender that already funds the brand — free for buyers; agents can 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.