Holtmeyer & Monson

SBA Form for Debanking Compliance

Posted10/14/2025 8:33:51 PM

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

On September 30, the SBA’s General Counsel announced that lender institutions holding less than $30 billion in total assets – and federally insured – can demonstrate compliance with the Fair Banking Executive Order by completing a form and submitting it to SBA no later than January 5, 2026. See our News Alert for a quick fillable form and more details.

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The Federal Government Shutdown—Impact on SBA & USDA Lending

Posted10/8/2025 1:01:00 PM

https://www.holtandmon.com/newsletter/news-archive/The-Federal-Government-Shutdo...

On October 1, the federal government entered a shutdown due to Congressional failure to pass funding legislation. Essential government services remain operational, but this shutdown adversely affects SBA and USDA lending programs. See our News Alert for more information.

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Stay up to Speed. Get our latest Newsletter!

Posted9/12/2025 4:25:23 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 (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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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.