Holtmeyer & Monson

Stay up to Speed. Get our latest Newsletter!

Posted6/12/2025 3:16:12 PM

https://www.holtandmon.com/newsletter/

Regulatory updates. Hot Topics. Expert advice on SBA and USDA lending. Holtmeyer & Monson's newsletter will help you stay in the know and compliant.

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Holtmeyer & Monson

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SBA Announces SOP Changes Effective June 1, 2025

Posted5/8/2025 1:27:55 PM

https://www.holtandmon.com/newsletter/news-alerts.php

The updated SOP 50 10 8 introduces several significant changes to the way the SBA operates going forward.

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Holtmeyer & Monson

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SBA Announces 7(a) Fee Revisions

Posted3/26/2025 12:49:42 PM

https://www.holtandmon.com/newsletter/news-alerts.php

The Small Business Administration (SBA) announced revisions to 7(a) program fees, which will take effect on Thursday, March 27, 2025.

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Holtmeyer & Monson

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Holtmeyer & Monson (H&M) is a Small Business Administration (SBA) lender service provider based in Memphis, TN. H&M provides community banks a full complement of services ranging from SBA loan packaging and closing, to securitization and sale, through portfolio management. Most importantly, H&M helps banks add significant non-interest fee income via the sale of SBA guarantees in the secondary market.

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PSP Preferred Product

ICBA Member Advantages

A 10% discount on lender fees

Additional income from the sale of the SBA guaranteed portion of loans to the secondary market

Program Features

Full Service SBA Lending Consulting & Compliance Expertise - H&M will provide a complimentary initial consultation to determine eligibility and program structure. Upon completion of this initial analysis, a loan application package is completed using conforming software to assure compliance to SBA program guidelines. H&M will submit the completed loan application to the SBA for approval and guarantee issuance and provide loan closing services with detailed documentation instructions. H&M will provide SBA loan portfolio management including payment processing and remittance, required reporting, and detailed monthly activity reconciliation and reporting.

Securitization and Sale of SBA Loan Guarantee - The SBA guarantee generated from the loan transaction may be securitized and sold, generating significant non-interest fee income for the bank at no net cost.