US Lender MetricsSBA Market Report
SBA Market Intelligence Report · free preview

Heritage Bank

Bank · Olympia, WA · SBA data through June 2026
#215nationally by SBA loan count, of 1,409 active lenders
159SBA loans since October 2022 ($100.3M)
-6%loans in the last 12 months vs the 12 before (50 vs 53)
1.8%share of Washington SBA loans (#18)

Executive briefing

$0estimated yearly revenue lost to competitors where your share fell
$770Kestimated yearly revenue available in your best growth markets
7growth markets identified
4competitors gaining in your top counties
Your top moves
  1. Win back a state where your share slipped, and the reason it slipped.
  2. The county to enter next and what it is worth a year.
  3. The segment to push where the market is beating your book.
Where the money is, why you lost it, and what to do: in the full reportUnlock the full report

Market share by state

StateLoansShareRankShare change
Washington1301.8%#18 of 175+0.1 pts
Oregon240.6%#29 of 143+0.2 pts
Idaho50.2%#53 of 121+0.4 pts

Your competitors

Competitor bank 14009.4%+0.0 pts$410K9.00%
Competitor bank 23638.4%+0.1 pts$390K9.10%
Competitor bank 33267.4%+0.2 pts$370K9.20%
Competitor bank 42896.4%+0.3 pts$350K9.30%
Competitor bank 52525.4%+0.4 pts$330K9.40%
Competitor bank 62154.4%+0.5 pts$310K9.50%
Competitor bank 71783.4%+0.6 pts$290K9.60%
Competitor bank 81412.4%+0.7 pts$270K9.70%
12 competitors, 24 counties and 15 open-territory counties in the full reportUnlock the full report

Your SBA volume by year

FY2016: 75 loans FY16 75FY2017: 75 loans FY17 75FY2018: 58 loans FY18 58FY2019: 54 loans FY19 54FY2020: 30 loans FY20 30FY2021: 53 loans FY21 53FY2022: 32 loans FY22 32FY2023: 30 loans FY23 30FY2024: 40 loans FY24 40FY2025: 51 loans FY25 51FY2026: 38 loans FY26 38

SBA loans approved per federal fiscal year (October to September). The latest year runs through June 2026.

Your pricing against the market

Competitor bank 14009.4%+0.0 pts$410K9.00%
Competitor bank 23638.4%+0.1 pts$390K9.10%
Competitor bank 33267.4%+0.2 pts$370K9.20%
Competitor bank 42896.4%+0.3 pts$350K9.30%
Competitor bank 52525.4%+0.4 pts$330K9.40%
Competitor bank 62154.4%+0.5 pts$310K9.50%
Competitor bank 71783.4%+0.6 pts$290K9.60%
Competitor bank 81412.4%+0.7 pts$270K9.70%
Your rates against Washington and the US, by loan sizeUnlock the full report
Unlock the full report

SBA Market Report for Heritage Bank: $2,400 for 12 months

The report identifies about $770K a year in revenue at stake or available. One extra SBA loan typically pays for it.