Safe Rate Rankings

Best Jumbo 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
Exceptional
Exceptional
Strong
Exceptional
$2,298Fees
0.739%Below
1,205
2
Wells Fargo Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Exceptional
$1,583Fees
0.039%Below
935
3
Bank of America, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Exceptional
$1,668Fees
0.167%Below
807
4
U.S. Bank National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$748Fees
0.050%Above
295
5
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Exceptional
$280Credit
0.057%Above
639
6
NAVY FEDERAL CREDIT UNIONCredit Union
Exceptional
Exceptional
Exceptional
Sound
Strong
$900Fees
0.513%Below
346
7
First-Citizens Bank & Trust CompanyBank
Exceptional
Strong
Exceptional
Strong
Strong
$1,640Fees
0.083%Below
267
8
Fifth Third Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$503Fees
0.121%Above
198
9
GUARANTEED RATE, INC.Independent Mortgage Company
Exceptional
Strong
Exceptional
Strong
Strong
$2,205Fees
0.171%Above
164
10
ROCKET MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$3,744Fees
0.251%Above
3,911
11
UNITED WHOLESALE MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,229Fees
0.107%Above
3,124
12
MOVEMENT MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,268Fees
0.329%Above
2,718
13
JPMorgan Chase Bank, National AssociationBank
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,750Fees
0.065%Above
825
14
First National Bank of PennsylvaniaBank
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,737Fees
0.015%Below
426
15
Truliant Federal Credit UnionCredit Union
Exceptional
Strong
Strong
Strong
Strong
$1,153Fees
0.256%Above
129
16
American Security Mortgage Corp.Independent Mortgage Company
Strong
Sound
Strong
Strong
Exceptional
$1,703Fees
0.123%Above
1,453
17
LOANDEPOT.COM, LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Sound
Exceptional
$2,603Fees
0.233%Below
1,307
18
PENNYMAC LOAN SERVICES, LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Strong
Strong
$2,371Fees
0.002%Above
471
19
Regions BankBank
Strong
Sound
Exceptional
Strong
Strong
$1,905Fees
0.125%Above
236
20
PNC Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$395Credit
0.017%Above
120
21
TD Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$530Fees
0.314%Above
106
22
ATLANTIC BAY MORTGAGE GROUP, L.L.C.Independent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$2,972Fees
0.290%Above
1,097
23
FAIRWAY INDEPENDENT MORTGAGE CORPORATIONIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$3,255Fees
0.465%Above
980
24
CROSSCOUNTRY MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$4,318Fees
0.538%Above
697
25
OriginPoint, LLCIndependent Mortgage Company
Strong
Sound
Exceptional
Sound
Strong
$2,279Fees
0.201%Above
95
26
SouthState Bank, National AssociationBank
Strong
Acceptable
Exceptional
Strong
Strong
$2,327Fees
0.143%Above
283
27
SKYLA FEDERAL CREDIT UNIONCredit Union
Strong
Sound
Sound
Exceptional
$3,390Fees
0.230%Below
182
28
Towne BankBank
Strong
Acceptable
Exceptional
Strong
Strong
$4,535Fees
0.252%Above
175
29
UNION HOME MORTGAGE CORP.Independent Mortgage Company
Strong
Acceptable
Strong
Sound
Strong
$2,812Fees
0.479%Above
241
30
Flagstar Bank, N.A.Bank
Sound
Mediocre
Exceptional
Sound
Strong
$2,593Fees
0.333%Above
161
31
HOWARD HANNA FINANCIAL SERVICES, INC.Independent Mortgage Company
Sound
Mediocre
Strong
Sound
Strong
$1,914Fees
0.255%Above
332
32
PRIMARY RESIDENTIAL MORTGAGE, INC.Independent Mortgage Company
Sound
Mediocre
Strong
Sound
Strong
$3,642Fees
0.431%Above
155
33
Click n' Close, Inc.Independent Mortgage Company
Sound
Mediocre
Sound
Acceptable
Strong
$6,739Fees
1.677%Above
155

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.