Lender intelligence
Financing a insurance agencies and brokerages acquisition in Oklahoma
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Oklahoma, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in insurance agencies and brokerages · Oklahoma
Ranked by funded insurance agencies and brokerages acquisitions in Oklahoma. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.62 loans · $26M · Oklahoma City, OKFull record →
- 3.7 loans · $3M · Colwich, KSFull record →
- 4.12 loans · $5M · Durham, NCFull record →
- 5.105 loans · $51M · Fitzgerald, GAFull record →
- 6.1 loans · $1M · Philadelphia, PAFull record →
- 7.32 loans · $54M · Tupelo, MSFull record →
- 8.575 loans · $220M · De Graff, OHFull record →
19+ funded Insurance Agencies and Brokerages in Oklahoma 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.
- Henson and Sons Insurance Agency LLC in Edmond, OK — $2.3M (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.15% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.7M (75%)
- Approval → funding
- 12 days
- Approved
- 12/5/2025
- First disbursed
- 12/17/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.6M
- Est. down payment (10%)
- $256K
- Est. cash at closing
- $352K
- Monthly payment
- $28,088
- Annual debt service
- $337K
- Cash flow needed (1.25×)
- $421K
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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- Bazor Insurance Group, LLC in Marietta, OK — $999K (2025) · purchase · Colony Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $749K (75%)
- Approval → funding
- 32 days
- Approved
- 1/6/2025
- First disbursed
- 2/7/2025
- 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
- $1.1M
- Est. down payment (10%)
- $111K
- Est. cash at closing
- $152K
- Monthly payment
- $13,341
- Annual debt service
- $160K
- Cash flow needed (1.25×)
- $200K
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 Colony Bank · Lender record →
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- Kellen Crawford dba The Crawford Agency, LLC in Norman, OK — $263K (2025) · purchase · Legacy Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 8.5% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $132K (50%)
- Approval → funding
- 36 days
- Approved
- 3/25/2025
- First disbursed
- 4/30/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $292K
- Est. down payment (10%)
- $29K
- Est. cash at closing
- $39K
- Monthly payment
- $3,261
- Annual debt service
- $39K
- Cash flow needed (1.25×)
- $49K
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 Legacy Bank · Lender record →
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- Panhandle Insurance Agency, LLC in Guymon, OK — $1.2M (2023) · purchase · Panhandle First Bank
- Program
- 7a General
- Rate at approval
- 8.5% variable
- Term
- 180 mo (15 yrs)
- SBA guaranteed
- $873K (75%)
- Approval → funding
- 34 days
- Approved
- 12/16/2022
- First disbursed
- 1/19/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $129K
- Est. cash at closing
- $177K
- Monthly payment
- $11,459
- Annual debt service
- $138K
- Cash flow needed (1.25×)
- $172K
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 Panhandle First Bank
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- Loftis Insurance Agency, LLC in Yukon, OK — $1.1M (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.49% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $825K (75%)
- Approval → funding
- 14 days
- Approved
- 1/18/2022
- First disbursed
- 2/1/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $122K
- Est. cash at closing
- $168K
- Monthly payment
- $11,932
- Annual debt service
- $143K
- Cash flow needed (1.25×)
- $179K
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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- Bolles & Associates, LLC in Shawnee, OK — $865K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.4% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $649K (75%)
- Approval → funding
- 19 days
- Approved
- 12/10/2021
- First disbursed
- 12/29/2021
- Loan status
- Paid in full (6/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $961K
- Est. down payment (10%)
- $96K
- Est. cash at closing
- $132K
- Monthly payment
- $9,345
- Annual debt service
- $112K
- Cash flow needed (1.25×)
- $140K
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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- Daughhetee Insurance Sales LLC in Shawnee, OK — $703K (2022) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $527K (75%)
- Approval → funding
- 20 days
- Approved
- 12/3/2021
- First disbursed
- 12/23/2021
- Loan status
- Paid in full (12/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $781K
- Est. down payment (10%)
- $78K
- Est. cash at closing
- $107K
- Monthly payment
- $7,543
- Annual debt service
- $91K
- Cash flow needed (1.25×)
- $113K
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 Mechanics and Farmers Bank · Lender record →
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- Robbins Insurance Agency LLC in Tahlequah, OK — $486K (2022) · purchase · BancFirst
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $365K (75%)
- Approval → funding
- 9 days
- Approved
- 5/25/2022
- First disbursed
- 6/3/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $540K
- Est. down payment (10%)
- $54K
- Est. cash at closing
- $72K
- Monthly payment
- $5,335
- Annual debt service
- $64K
- Cash flow needed (1.25×)
- $80K
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 BancFirst · Lender record →
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- Melissa Dawn Agency LLC in Tulsa, OK — $188K (2022) · purchase · United Bank of Philadelphia
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $141K (75%)
- Approval → funding
- 4 days
- Approved
- 10/27/2021
- First disbursed
- 10/31/2021
- Loan status
- In liquidation
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $209K
- Est. down payment (10%)
- $21K
- Est. cash at closing
- $28K
- Monthly payment
- $2,087
- Annual debt service
- $25K
- Cash flow needed (1.25×)
- $31K
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 Bank of Philadelphia · Lender record →
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- Kortny Coleman Insurance, LLC in Norman, OK — $120K (2022) · purchase · Valliance Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6% fixed
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $60K (50%)
- Approval → funding
- 2 days
- Approved
- 2/7/2022
- First disbursed
- 2/9/2022
- Loan status
- Paid in full (8/31/2025)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $133K
- Est. down payment (10%)
- $13K
- Est. cash at closing
- $17K
- Monthly payment
- $2,320
- Annual debt service
- $28K
- Cash flow needed (1.25×)
- $35K
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 Valliance Bank
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- Keathley Insurance LLC in Oklahoma City, OK — $99K (2022) · purchase · BancFirst
- Program
- Preferred Lenders Program
- Rate at approval
- 7% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $84K (85%)
- Approval → funding
- 23 days
- Approved
- 9/13/2022
- First disbursed
- 10/6/2022
- Loan status
- Paid in full (5/31/2023)
- 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
- $110K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,494
- Annual debt service
- $18K
- Cash flow needed (1.25×)
- $22K
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 BancFirst · Lender record →
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- Kerry Graves Agency, LLC in Edmond, OK — $2.0M (2021) · purchase · Renasant Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.5M (75%)
- Approval → funding
- 26 days
- Approved
- 10/5/2020
- First disbursed
- 10/31/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.2M
- Est. down payment (10%)
- $217K
- Est. cash at closing
- $298K
- Monthly payment
- $20,923
- Annual debt service
- $251K
- Cash flow needed (1.25×)
- $314K
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 Renasant Bank · Lender record →
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- Econo-Wise Insurancy Agency, Inc. in Oklahoma City, OK — $1.9M (2021) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.4M (75%)
- Approval → funding
- 6 days
- Approved
- 12/17/2020
- First disbursed
- 12/23/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $2.1M
- Est. down payment (10%)
- $206K
- Est. cash at closing
- $283K
- Monthly payment
- $20,539
- Annual debt service
- $246K
- Cash flow needed (1.25×)
- $308K
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 →
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- ASC Enterprises, LLC in Oklahoma City, OK — $1.0M (2021) · purchase · Mechanics and Farmers Bank
- Program
- 7a General
- Rate at approval
- 5.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $769K (75%)
- Approval → funding
- 56 days
- Approved
- 10/5/2020
- First disbursed
- 11/30/2020
- Loan status
- Paid in full (5/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $114K
- Est. cash at closing
- $156K
- Monthly payment
- $10,997
- Annual debt service
- $132K
- Cash flow needed (1.25×)
- $165K
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 Mechanics and Farmers Bank · Lender record →
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- Roberts & Roberts Allstate LLC in Stillwater, OK — $269K (2021) · purchase · SpiritBank
- Program
- 7a General
- Rate at approval
- 5% variable
- Term
- 82 months
- SBA guaranteed
- $202K (75%)
- Approval → funding
- 27 days
- Approved
- 11/3/2020
- First disbursed
- 11/30/2020
- Loan status
- In workout — SBA bought the guarantee
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $299K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $3,882
- Annual debt service
- $47K
- Cash flow needed (1.25×)
- $58K
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 SpiritBank
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- Michael J. Corrales in Norman, OK — $244K (2021) · purchase · Legacy Bank
- Program
- 7a General
- Rate at approval
- 6% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $183K (75%)
- Approval → funding
- 21 days
- Approved
- 10/15/2020
- First disbursed
- 11/5/2020
- Loan status
- Paid in full (4/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Individual
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $271K
- Est. down payment (10%)
- $27K
- Est. cash at closing
- $36K
- Monthly payment
- $2,704
- Annual debt service
- $32K
- Cash flow needed (1.25×)
- $41K
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 Legacy Bank · Lender record →
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- Sand Springs Agency LLC in Sand Springs, OK — $965K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.85% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $724K (75%)
- Approval → funding
- 13 days
- Approved
- 1/17/2020
- First disbursed
- 1/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $107K
- Est. cash at closing
- $147K
- Monthly payment
- $11,130
- Annual debt service
- $134K
- Cash flow needed (1.25×)
- $167K
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
- Lyle Nickel Insurance, Inc. in Enid, OK — $740K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.35% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $555K (75%)
- Approval → funding
- 33 days
- Approved
- 4/29/2020
- First disbursed
- 6/1/2020
- Loan status
- Paid in full (12/31/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $822K
- Est. down payment (10%)
- $82K
- Est. cash at closing
- $113K
- Monthly payment
- $7,976
- Annual debt service
- $96K
- Cash flow needed (1.25×)
- $120K
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
- Terrell Insurance Group LLC in Prague, OK — $25K (2020) · purchase · BancFirst
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $13K (50%)
- Approved
- 11/1/2019
- Loan status
- Cancelled
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $28K
- Est. down payment (10%)
- $3K
- Est. cash at closing
- $4K
- Monthly payment
- $274
- Annual debt service
- $3K
- Cash flow needed (1.25×)
- $4K
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 BancFirst · Lender record →
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Financing a insurance agencies and brokerages deal in Oklahoma? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to insurance agencies and brokerages businesses with a Oklahoma project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Oklahoma with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oklahoma deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 11 lenders active in Oklahoma
- 19+ funded Oklahoma deals
- 21 days typical to fund
Buyers buying a insurance agencies and brokerages in Oklahoma typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.