Lender intelligence
Financing a insurance agencies and brokerages acquisition in Texas
The SBA 7(a) lenders funding the most insurance agencies and brokerages acquisitions in Texas, 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 · Texas
Ranked by funded insurance agencies and brokerages acquisitions in Texas. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.242 loans · $281M · Chicago, ILFull record →
- 3.57 loans · $97M · New Canaan, CTFull record →
- 4.88 loans · $96M · Muncie, INFull record →
- 5.138 loans · $276M · Sioux Falls, SDFull record →
- 6.575 loans · $220M · De Graff, OHFull record →
92+ funded Insurance Agencies and Brokerages in Texas 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.
- Visin Investment Group Inc. in Fulshear, TX — $4.0M (2026) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.0M (75%)
- Approved
- 2/11/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 8
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $4.5M
- Est. down payment (10%)
- $448K
- Est. cash at closing
- $619K
- Monthly payment
- $49,966
- Annual debt service
- $600K
- Cash flow needed (1.25×)
- $749K
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 Bankwell Bank · Lender record →
Your business? Claim this record · Request removal
- JAY JOINER INSURANCE AGENCY, LLC in Houston, TX — $714K (2026) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $536K (75%)
- Approval → funding
- 45 days
- Approved
- 11/18/2025
- First disbursed
- 1/2/2026
- 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
- $793K
- Est. down payment (10%)
- $79K
- Est. cash at closing
- $109K
- Monthly payment
- $9,337
- 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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- CROPROTEK, INC. in Rosebud, TX — $480K (2026) · purchase · First Merchants Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $360K (75%)
- Approval → funding
- 30 days
- Approved
- 12/17/2025
- First disbursed
- 1/16/2026
- 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
- $533K
- Est. down payment (10%)
- $53K
- Est. cash at closing
- $71K
- Monthly payment
- $6,277
- Annual debt service
- $75K
- Cash flow needed (1.25×)
- $94K
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 First Merchants Bank · Lender record →
Your business? Claim this record · Request removal
- Oncken Insurance Agency, P.C. in Cypress, TX — $350K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $263K (75%)
- Approved
- 2/25/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $389K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,479
- Annual debt service
- $54K
- Cash flow needed (1.25×)
- $67K
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
- CARMONA BOOK TWO, LLC in Frisco, TX — $300K (2026) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $225K (75%)
- Approval → funding
- 8 days
- Approved
- 1/22/2026
- First disbursed
- 1/30/2026
- 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
- $333K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $45K
- Monthly payment
- $4,004
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $60K
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
- 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 →
Your business? Claim this record · Request removal
- JAY JOINER INSURANCE AGENCY, LLC in Houston, TX — $100K (2026) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 45 days
- Approved
- 11/18/2025
- First disbursed
- 1/2/2026
- Loan status
- Current
- Loan type
- Revolving line
- 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
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,308
- Annual debt service
- $16K
- Cash flow needed (1.25×)
- $20K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- THE LEWIS FAMILY INSURANCE AGENCY, LLC in Benbrook, TX — $4.8M (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.6M (75%)
- Approved
- 7/16/2025
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $5.4M
- Est. down payment (10%)
- $539K
- Est. cash at closing
- $746K
- Monthly payment
- $64,766
- Annual debt service
- $777K
- Cash flow needed (1.25×)
- $971K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- F5 Insurance Solutions LLC in Greenville, TX — $3.8M (2025) · purchase · First Federal Community Bank, SSB
- Program
- 7a General
- Rate at approval
- 8.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.8M (75%)
- Approval → funding
- 28 days
- Approved
- 6/26/2025
- First disbursed
- 7/24/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $4.2M
- Est. down payment (10%)
- $421K
- Est. cash at closing
- $582K
- Monthly payment
- $46,449
- Annual debt service
- $557K
- Cash flow needed (1.25×)
- $697K
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 First Federal Community Bank, SSB
Your business? Claim this record · Request removal
- Bertrand Insurance Group, LLC in Denver, TX — $2.8M (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.34% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.1M (75%)
- Approval → funding
- 4 days
- Approved
- 6/23/2025
- First disbursed
- 6/27/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 9
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $3.1M
- Est. down payment (10%)
- $306K
- Est. cash at closing
- $422K
- Monthly payment
- $33,861
- Annual debt service
- $406K
- Cash flow needed (1.25×)
- $508K
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
- 7th Gen Insurance Group, LLC in Hutto, TX — $1.7M (2025) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 10 days
- Approved
- 8/19/2025
- First disbursed
- 8/29/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $1.8M
- Est. down payment (10%)
- $184K
- Est. cash at closing
- $253K
- Monthly payment
- $22,087
- Annual debt service
- $265K
- Cash flow needed (1.25×)
- $331K
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
- ROBINSON LEGACY PARTNERS, LLC. in Arlington, TX — $1.3M (2025) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $998K (75%)
- Approval → funding
- 13 days
- Approved
- 3/26/2025
- First disbursed
- 4/8/2025
- 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
- $1.5M
- Est. down payment (10%)
- $148K
- Est. cash at closing
- $203K
- Monthly payment
- $17,576
- Annual debt service
- $211K
- Cash flow needed (1.25×)
- $264K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
- The Tenholder Agency, LLC in Fort Worth, TX — $966K (2025) · purchase · The American National Bank of Texas
- Program
- Preferred Lenders Program
- Rate at approval
- 9% fixed
- Term
- 123 months
- SBA guaranteed
- $725K (75%)
- Approval → funding
- 18 days
- Approved
- 7/14/2025
- First disbursed
- 8/1/2025
- 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
- $1.1M
- Est. down payment (10%)
- $107K
- Est. cash at closing
- $147K
- Monthly payment
- $12,053
- Annual debt service
- $145K
- Cash flow needed (1.25×)
- $181K
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 The American National Bank of Texas · Lender record →
Your business? Claim this record · Request removal
- Simple Safe Insurance Agency Inc in Dallas, TX — $745K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.86% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $559K (75%)
- Approval → funding
- 37 days
- Approved
- 4/23/2025
- First disbursed
- 5/30/2025
- 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
- $828K
- Est. down payment (10%)
- $83K
- Est. cash at closing
- $114K
- Monthly payment
- $9,381
- Annual debt service
- $113K
- Cash flow needed (1.25×)
- $141K
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
- Sotelo Agency Group, LLC in Austin, TX — $733K (2025) · purchase · Bankwell Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $549K (75%)
- Approval → funding
- 20 days
- Approved
- 11/20/2024
- First disbursed
- 12/10/2024
- 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
- $814K
- Est. down payment (10%)
- $81K
- Est. cash at closing
- $112K
- Monthly payment
- $9,884
- Annual debt service
- $119K
- 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 Bankwell Bank · Lender record →
Your business? Claim this record · Request removal
- The Kimball Group LLC in Spring, TX — $500K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 6 days
- Approved
- 12/27/2024
- First disbursed
- 1/2/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 13
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,674
- Annual debt service
- $80K
- Cash flow needed (1.25×)
- $100K
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
- F5 Family Investments LLC in Paris, TX — $471K (2025) · purchase · First Federal Community Bank, SSB
- Program
- 7a General
- Rate at approval
- 7.75% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $353K (75%)
- Approval → funding
- 28 days
- Approved
- 6/26/2025
- First disbursed
- 7/24/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $524K
- Est. down payment (10%)
- $52K
- Est. cash at closing
- $70K
- Monthly payment
- $3,560
- Annual debt service
- $43K
- Cash flow needed (1.25×)
- $53K
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 First Federal Community Bank, SSB
Your business? Claim this record · Request removal
- Kyle P. Lambert Insurance Agency PLLC in El Paso, TX — $280K (2025) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $210K (75%)
- Approval → funding
- 7 days
- Approved
- 11/8/2024
- First disbursed
- 11/15/2024
- Loan status
- Delinquent
- 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
- $311K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $42K
- Monthly payment
- $3,817
- Annual debt service
- $46K
- Cash flow needed (1.25×)
- $57K
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 Pathward National Association · Lender record →
Your business? Claim this record · Request removal
- TWFG McCaleb Insurance in Silsbee, TX — $210K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.99% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $158K (75%)
- Approved
- 3/25/2025
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $233K
- Est. down payment (10%)
- $23K
- Est. cash at closing
- $31K
- Monthly payment
- $2,892
- Annual debt service
- $35K
- Cash flow needed (1.25×)
- $43K
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
- ROBINSON LEGACY PARTNERS, LLC. in Arlington, TX — $150K (2025) · purchase · Byline Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (50%)
- Approval → funding
- 8 days
- Approved
- 4/2/2025
- First disbursed
- 4/10/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Insurance Agencies and Brokerages
If you were the buyer here
- Est. deal size
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,982
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
Financing a insurance agencies and brokerages deal in Texas? 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.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to insurance agencies and brokerages businesses with a Texas project address.
Agent summary
How to finance a insurance agencies and brokerages acquisition in Texas with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Texas deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $565K typical loan
- 24 lenders active in Texas
- 92+ funded Texas deals
- 15 days typical to fund
Buyers buying a insurance agencies and brokerages in Texas 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.