Safe Rate Rankings

Best Conventional Mortgage Lenders in Charlotte

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 Lenders253
Total Loans42,466
Median Rate Spread0.29%

Shopping for a mortgage? Click the heart icon to save lenders to My Home and make comparison painless.

RankLenderOverallPricingProductPull ThroughPlaceAvg FeesRate Spread# of LoansAction
1
STATE EMPLOYEES'Credit Union
Exceptional
Strong
Exceptional
Strong
Exceptional
$2,298Fees
0.739%Below
1,205
2
Bank of America, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$1,668Fees
0.167%Below
807
3
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$280Credit
0.057%Above
639
4
First National Bank of PennsylvaniaBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$1,737Fees
0.015%Below
426
5
NAVY FEDERAL CREDIT UNIONCredit Union
Exceptional
Exceptional
Exceptional
Sound
Strong
$900Fees
0.513%Below
346
6
PROVIDENT FUNDING ASSOCIATES, L.P.Independent Mortgage Company
Exceptional
Exceptional
Exceptional
Sound
Strong
$584Fees
0.072%Below
228
7
American Security Mortgage Corp.Independent Mortgage Company
Exceptional
Strong
Strong
Strong
Exceptional
$1,703Fees
0.123%Above
1,453
8
Wells Fargo Bank, National AssociationBank
Exceptional
Strong
Exceptional
Sound
Exceptional
$1,583Fees
0.039%Below
935
9
U.S. Bank National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$748Fees
0.050%Above
295
10
NBKC BANKBank
Exceptional
Exceptional
Strong
Sound
Strong
$506Fees
0.208%Below
157
11
PNC Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$395Credit
0.017%Above
120
12
LOANDEPOT.COM, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,603Fees
0.233%Below
1,307
13
JPMorgan Chase Bank, National AssociationBank
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,750Fees
0.065%Above
825
14
FOUNDERS FEDERAL CREDIT UNIONCredit Union
Exceptional
Strong
Strong
Sound
Exceptional
$1,011Fees
0.439%Below
527
15
Fifth Third Bank, National AssociationBank
Exceptional
Strong
Exceptional
Sound
Strong
$503Fees
0.121%Above
198
16
ROCKET MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Exceptional
Exceptional
$3,744Fees
0.251%Above
3,911
17
UNITED WHOLESALE MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Exceptional
Exceptional
$2,229Fees
0.107%Above
3,124
18
ATLANTIC BAY MORTGAGE GROUP, L.L.C.Independent Mortgage Company
Strong
Acceptable
Exceptional
Exceptional
Exceptional
$2,972Fees
0.290%Above
1,097
19
MATTAMY HOME FUNDING, LLCIndependent Mortgage Company
Strong
Sound
Strong
Strong
Exceptional
$1,605Fees
0.320%Above
340
20
First Federal BankBank
Strong
Strong
Strong
Sound
Strong
$2,328Fees
0.096%Above
307
21
SouthState Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$2,327Fees
0.143%Above
283
22
MUTUAL OF OMAHA MORTGAGE, INC.Independent Mortgage Company
Strong
Strong
Strong
Sound
Strong
$2,763Fees
0.051%Above
260
23
Ameris BankBank
Strong
Sound
Exceptional
Strong
Strong
$2,866Fees
0.125%Above
196
24
Atlantic Coast Mortgage, LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Strong
Strong
$3,226Fees
0.365%Above
186
25
Truliant Federal Credit UnionCredit Union
Strong
Strong
Strong
Sound
Strong
$1,153Fees
0.256%Above
129
26
PLAZA HOME MORTGAGE, INC.Independent Mortgage Company
Strong
Sound
Exceptional
Strong
Strong
$2,432Fees
0.406%Above
103
27
BAY EQUITY LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Strong
Strong
$3,750Fees
0.074%Above
100
28
MOVEMENT MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$2,268Fees
0.329%Above
2,718
29
FAIRWAY INDEPENDENT MORTGAGE CORPORATIONIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$3,255Fees
0.465%Above
980
30
CROSSCOUNTRY MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$4,318Fees
0.538%Above
697
31
PENNYMAC LOAN SERVICES, LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Sound
Strong
$2,371Fees
0.002%Above
471
32
Alcova Mortgage LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Exceptional
Strong
$2,984Fees
0.437%Above
235
33
Pinnacle BankBank
Strong
Sound
Strong
Strong
Strong
$1,887Fees
0.153%Above
111
34
INTERCOASTAL MORTGAGE, LLCIndependent Mortgage Company
Strong
Sound
Strong
Strong
Strong
$1,706Fees
0.287%Above
88
35
GUILD MORTGAGE COMPANY LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,196Fees
0.465%Above
364
36
HOWARD HANNA FINANCIAL SERVICES, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$1,914Fees
0.255%Above
332
37
UNION HOME MORTGAGE CORP.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,812Fees
0.479%Above
241
38
NATIONSTAR MORTGAGE LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,154Fees
0.363%Above
236
39
Regions BankBank
Strong
Acceptable
Exceptional
Strong
Strong
$1,905Fees
0.125%Above
236
40
CMG MORTGAGE, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$1,909Fees
0.221%Above
194
41
GUARANTEED RATE, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,205Fees
0.171%Above
164
42
Flagstar Bank, N.A.Bank
Strong
Acceptable
Exceptional
Strong
Strong
$2,593Fees
0.333%Above
161
43
CARDINAL FINANCIAL COMPANY, LIMITED PARTNERSHIPIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,021Fees
0.295%Above
158
44
THE LOAN STORE, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,294Fees
0.333%Above
156
45
PRIMARY RESIDENTIAL MORTGAGE, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,642Fees
0.431%Above
155
46
LOWER, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,168Fees
0.403%Above
155
47
FIRST COMMUNITY MORTGAGE, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,218Fees
0.469%Above
140
48
AMERICAN FINANCIAL NETWORK, INC.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,071Fees
0.636%Above
134
49
HIGHLANDS RESIDENTIAL MORTGAGE, LTD.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$3,028Fees
0.473%Above
129
50
PRIMELENDING, A PLAINSCAPITAL COMPANYIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Strong
$2,996Fees
0.023%Above
109

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.