Safe Rate Rankings

Best Jumbo Mortgage Lenders in Cape Coral

Updated May 23, 2026
⚖️ The 4 PsRankings are calculated based on observed lender differences on closed loans across Pricing, Pull-through, Product, and Place.
🛡️ No Pay to PlayLenders cannot buy their way to the top. Rankings are 100% earned.
📊 HMDA 2024Built using publicly available originated loan data from the federal government.
🎯 Peer BenchmarkedPerformance is normalized and benchmarked against peer institutions.
Total Lenders163
Total Loans13,441
Median Rate Spread0.43%

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RankLenderOverallPricingProductPull ThroughPlaceAvg FeesRate Spread# of LoansAction
1
Wells Fargo Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$2,702Fees
0.124%Above
114
2
Bank of America, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$1,957Fees
0.104%Below
85
3
U.S. Bank National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$1,133Fees
0.115%Above
79
4
LAKE MICHIGAN CREDIT UNIONCredit Union
Exceptional
Strong
Exceptional
Strong
Exceptional
$1,615Fees
0.046%Below
271
5
Morgan Stanley Private Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Sound
$298Fees
0.299%Below
40
6
Fifth Third Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$1,266Fees
0.235%Above
73
7
UNITED WHOLESALE MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$3,743Fees
0.391%Above
1,934
8
ROCKET MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$4,640Fees
0.293%Above
1,095
9
Citizens Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Sound
$1,375Fees
0.059%Above
49
10
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Sound
$1,511Fees
0.043%Above
44
11
JPMorgan Chase Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$2,702Fees
0.280%Above
166
12
CROSSCOUNTRY MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$5,034Fees
0.778%Above
639
13
Regions BankBank
Strong
Sound
Exceptional
Strong
Sound
$2,513Fees
0.300%Above
53
14
ANGEL OAK MORTGAGE SOLUTIONS LLCIndependent Mortgage Company
Sound
Mediocre
Exceptional
Strong
Sound
$5,122Fees
1.295%Above
40
15
Sanibel Captiva Community BankBank
Sound
Mediocre
Strong
Acceptable
Strong
$4,526Fees
1.406%Above
55

How We Rank Lenders

Our rankings use geometric mean scoring across equally-weighted categories. This rewards lenders who perform consistently well across all metrics, not just excel in one area.

Our Point System (Max 40 Points)

10
Pricing
Rate and fee competitiveness (25%)
10
Pull Through
Reliability in closing loans (25%)
10
Product
Specialization in the loan type (25%)
10
Place
Local market expertise (25%)

Data Integrity & Updates

Data is updated quarterly based on the latest HMDA filings and proprietary SafeRate analysis. All metrics are calculated using standardized methodologies to ensure fair comparison across lenders.