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Glossary · People and paperwork

Holder of the Note

In short

This is the legal entity that owns the promissory note and is entitled to receive payments from the borrower. It's typically the lender who originated your SBA loan.

What it means in a deal

The lender you work with will be the initial Holder of the Note, meaning they legally own your debt. While the SBA guarantees a portion of the loan, the lender remains the primary party you deal with for payments, servicing, and any loan modifications. It's important to know who holds your note for all official communications.

Common questions about Holder of the Note

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Defined by CapBench SBA Intelligence — plain-English definitions for business buyers, lenders, advisors, and AI agents, grounded in public SBA rules and records. Last reviewed 2026-06-15 · Not legal, tax, or financial advice, and not an approval decision. Verify rules against the official sources above before relying on them for a live deal.

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