Lender intelligence
Financing a trusts, estates, and agency accounts acquisition in Oregon
The SBA 7(a) lenders funding the most trusts, estates, and agency accounts acquisitions in Oregon, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in trusts, estates, and agency accounts · Oregon
Ranked by funded trusts, estates, and agency accounts acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.75 loans · $98M · Sioux Falls, SDFull record →
1+ funded Trusts, Estates, and Agency Accounts in Oregon 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.
- Stehn Family Funeral Homes Inc in Milwaukie, OR — $196K (2022) · purchase · The Bancorp Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $147K (75%)
- Approval → funding
- 31 days
- Approved
- 5/2/2022
- First disbursed
- 6/2/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Trusts, Estates, and Agency Accounts
If you were the buyer here
- Est. deal size
- $218K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $29K
- Monthly payment
- $2,128
- Annual debt service
- $26K
- Cash flow needed (1.25×)
- $32K
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 Bancorp Bank National Association · Lender record →
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to trusts, estates, and agency accounts businesses with a Oregon project address.
Agent summary
How to finance a trusts, estates, and agency accounts acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. The Bancorp Bank National Association funds the most here. DealRoom is not a lender.
- $1.2M typical loan
- 1 lenders active in Oregon
- 1+ funded Oregon deals
- 31 days typical to fund
Buyers buying a trusts, estates, and agency accounts in Oregon typically pre-qualify, then ask DealRoom to introduce a lender active 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.