Safe Rate Rankings

Best Jumbo Mortgage Lenders in Charleston

Updated February 5, 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 Lenders155
Total Loans14,511
Median Rate Spread0.21%

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RankLenderOverallPricingProductPull ThroughPlaceAvg FeesRate Spread# of LoansAction
1
NAVY FEDERAL CREDIT UNIONCredit Union
Exceptional
Exceptional
Exceptional
Sound
Exceptional
$1,242Fees
0.490%Below
262
2
Bank of America, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$1,071Fees
0.211%Below
135
3
Wells Fargo Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$1,622Fees
0.034%Below
127
4
Morgan Stanley Private Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$175Fees
0.547%Below
57
5
First-Citizens Bank & Trust CompanyBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$1,296Fees
0.002%Above
249
6
Fifth Third Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$111Credit
0.042%Below
249
7
U.S. Bank National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Sound
$838Credit
0.131%Below
40
8
GUARANTEED RATE, INC.Independent Mortgage Company
Exceptional
Strong
Exceptional
Strong
Strong
$2,889Fees
0.146%Above
137
9
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Strong
$625Fees
0.019%Below
100
10
ROCKET MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$4,507Fees
0.187%Above
830
11
UNITED WHOLESALE MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,918Fees
0.021%Below
784
12
MOVEMENT MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,577Fees
0.289%Above
429
13
CMG MORTGAGE, INC.Independent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,413Fees
0.314%Above
383
14
First Reliance BankBank
Exceptional
Strong
Strong
Strong
Strong
$1,218Fees
0.119%Above
83
15
SOUTH CAROLINA FEDERAL CREDIT UNIONCredit Union
Strong
Sound
Strong
Strong
Exceptional
$3,660Fees
0.039%Above
249
16
JPMorgan Chase Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$1,901Fees
0.090%Above
190
17
Atlantic Coast Mortgage, LLCIndependent Mortgage Company
Strong
Sound
Strong
Strong
Exceptional
$4,132Fees
0.331%Above
173
18
First National Bank of PennsylvaniaBank
Strong
Sound
Exceptional
Strong
Strong
$1,147Fees
0.043%Below
154
19
Renasant BankBank
Strong
Sound
Exceptional
Strong
Strong
$2,523Fees
0.263%Above
143
20
TD Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$1,329Fees
0.144%Above
72
21
Regions BankBank
Strong
Sound
Exceptional
Strong
Strong
$1,726Fees
0.066%Below
66
22
Ameris BankBank
Strong
Acceptable
Exceptional
Strong
Exceptional
$3,242Fees
0.110%Above
462
23
CROSSCOUNTRY MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$3,585Fees
0.427%Above
282
24
SouthState Bank, National AssociationBank
Strong
Acceptable
Exceptional
Strong
Exceptional
$1,815Fees
0.107%Above
241
25
ServisFirst BankBank
Strong
Acceptable
Exceptional
Exceptional
Strong
$1,686Fees
0.097%Above
66
26
CAROLINA ONE MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Strong
Strong
Exceptional
$3,087Fees
0.217%Above
408
27
REV FEDERAL CREDIT UNIONCredit Union
Strong
Sound
Sound
Strong
$3,805Fees
0.121%Below
88
28
Southern First BankBank
Strong
Acceptable
Strong
Strong
Strong
$2,143Fees
0.177%Above
46
29
FIRST HOME MORTGAGE CORPORATIONIndependent Mortgage Company
Sound
Mediocre
Strong
Sound
Strong
$3,102Fees
0.587%Above
100
30
Northpointe BankBank
Sound
Mediocre
Strong
Sound
Sound
$2,591Fees
0.209%Above
35

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.