Holtmeyer & Monson

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 Wins Coleman 2024 SBA Lender Service Provider of the Year

Posted2/17/2025 4:24:36 PM

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

Holtmeyer & Monson, an industry leading SBA and USDA outsourced lending services provider, announces that it has won the Coleman 2024 SBA Lender Service Provider of the Year Award. Coleman’s annual SBA awards showcase the institutions and organizations who are at the forefront of SBA lending excellence, providing the impact and leadership that are crucial to empowering America’s entrepreneurs.

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Stay up to Speed. Get our latest Newsletter!

Posted1/17/2025 12:27:24 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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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.