SBA lending record
LORENZO HEATING & COOLING
6566 CATAMARAN ST, San Jose, CA 95119 · Plumbing, Heating, and Air-Conditioning Contractors. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$400K
Total SBA financing
3
Loans on record
FY2023–25
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 3 loans
$250,000 — FY2025
Loan 1 of 3- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Cancelled
- Rate at approval
- 10.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/21/2025
- Collateral
- Required
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Air-Conditioning and Warm Air Heating Equipment and Commerci
- NAICS code
- 333415
- Address
- 6566 Catamaran St
- City
- San Jose, 95119
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 19
$90,000 — FY2024
Loan 2 of 3- Gross approval
- $90,000
- SBA guaranteed
- $76,500 (85%)
- Status
- In workout — SBA bought the guarantee
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/3/2024
- First disbursement
- 4/10/2024
- Days to fund
- 7 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Plumbing, Heating, and Air-Conditioning Contractors
- NAICS code
- 238220
- Address
- 6566 Catamaran St
- City
- San Jose, 95119
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 19
$60,000 — FY2023
Loan 3 of 3- Gross approval
- $60,000
- SBA guaranteed
- $51,000 (85%)
- Status
- In workout — SBA bought the guarantee
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/5/2023
- First disbursement
- 8/9/2023
- Days to fund
- 4 days
- Collateral
- None
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Plumbing, Heating, and Air-Conditioning Contractors
- NAICS code
- 238220
- Address
- 6566 CATAMARAN ST
- City
- San Jose, 95119
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 19
The lender
Newtek Bank, National Association
3 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding plumbing, heating, and air-conditioning contractors — by location, industry.
Similar businesses
Comparable plumbing, heating, and air-conditioning contractors in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
ATLE Corporation
San Jose, CA· ~5 mi
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- $325K
- SBA financing
- ≈ $637K–$1.1M
- Est. revenue (rough)
Falcone Plumbing & Heating Inc
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- $405K
- SBA financing
- ≈ $794K–$1.3M
- Est. revenue (rough)
GDM GROUP
San Jose, CA· ~11 mi
Plumbing, Heating, and Air-Conditioning Contractors
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Cupertino Plumbing, Inc.
Campbell, CA· ~9 mi
Plumbing, Heating, and Air-Conditioning Contractors
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
WEST COAST MECHANICAL INSULATION, INC.
Milpitas, CA· ~15 mi
Plumbing, Heating, and Air-Conditioning Contractors
- $400K
- SBA financing
- ≈ $784K–$1.3M
- Est. revenue (rough)
M-23 MECHANICAL SYSTEMS
San Jose, CA· ~10 mi
Plumbing, Heating, and Air-Conditioning Contractors
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for LORENZO HEATING & COOLING in San Jose, CA (Plumbing, Heating, and Air-Conditioning Contractors). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.
- 3 SBA 7(a) loans totaling $400K
- On record FY2023–25
- 13 jobs supported
- Industry: Plumbing, Heating, and Air-Conditioning Contractors
- Location: San Jose, CA
- Lender: Newtek Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Plumbing, Heating, and Air-Conditioning Contractors businesses in CA for ~$133k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- Methodology:
- Sources & methodology
- Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
- Figures come from public records and CapBench methodology; verify before relying on them.
- Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.
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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with LORENZO HEATING & COOLING.