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AAA CAPITAL INVESTMENT, INC.

Independent Mortgage Company|ALHAMBRA, CA|Near-National
Loans Originated
1,178
Applications
1,600
Volume
$653 million
Offers loans directly to consumersSources loans from independent brokers
Overall Pricing
Acceptable
Overall Pull Through
Strong

Pricing and Pullthrough Overview

Average Rate Spread
+0.379%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$2,906
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
73.6%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Strong pull through performance
  • Particularly strong in Conventional and Jumbo loans
  • Nationwide availability with consistent service

Things to Think About

  • Pricing may be below industry average

Report Card

AAA CAPITAL INVESTMENT, INC. performance at a glance

CategoryRatingGradeDetails
Pricing
Rate competitiveness
AcceptableNear industry average
Pull Through
Closing Strength
StrongHighly Competitive
Products
Loan Type Specialists
Specialization score by loan product
Conventional
StrongHighly Competitive
Jumbo
StrongHighly Competitive
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
StrongHighly Competitive
Refinance
SoundIndustry Standard
Places
Geographic coverage
SoundNear-National · 20 metro areas · 27 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$554,329
Average Borrower Income
$268,809
Average Property Value
$902,075

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Strong
Acceptable
Sound
1,09292.7%+0.368%$2,944
Jumbo Loans
Sound
Strong
Mediocre
Strong
746.3%+0.685%$2,122

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Strong
Acceptable
Sound
1,02186.7%+0.405%$3,214
Refinance
Sound
Sound
Sound
Strong
15713.3%+0.191%$729

Geographic Coverage

Metro Areas
19
States Served
27
We count Washington DC as a state
Avg Place Specialization
Sound

States with Loan Originations

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Top Metro Areas by Place Specialization Score

1
Los Angeles, CAMSA
Volume: 348Mix: 29.54%
Place Specialization
Exceptional
2
Riverside, CAMSA
Volume: 173Mix: 14.69%
Place Specialization
Strong
3
Anaheim, CAMSA
Volume: 102Mix: 8.66%
Place Specialization
Strong
4
Las Vegas, NVMSA
Volume: 43Mix: 3.65%
Place Specialization
Sound
5
Dallas, TXMSA
Volume: 49Mix: 4.16%
Place Specialization
Sound
6
Atlanta, GAMSA
Volume: 37Mix: 3.14%
Place Specialization
Sound
7
San Francisco, CAMSA
Volume: 19Mix: 1.61%
Place Specialization
Sound
8
Savannah, GA, GAMSA
Volume: 16Mix: 1.36%
Place Specialization
Sound
9
Oakland, CAMSA
Volume: 21Mix: 1.78%
Place Specialization
Sound
10
San Diego, CAMSA
Volume: 21Mix: 1.78%
Place Specialization
Sound
Showing 10 of 19 metro areas

Top States by Place Specialization Score

1
CAState
Volume: 749Mix: 63.58%
Place Specialization
Strong
2
NVState
Volume: 45Mix: 3.82%
Place Specialization
Sound
3
GAState
Volume: 63Mix: 5.35%
Place Specialization
Sound
4
TXState
Volume: 93Mix: 7.89%
Place Specialization
Sound
5
ILState
Volume: 25Mix: 2.12%
Place Specialization
Sound
6
MDState
Volume: 20Mix: 1.70%
Place Specialization
Sound
7
WAState
Volume: 19Mix: 1.61%
Place Specialization
Sound
8
FLState
Volume: 33Mix: 2.80%
Place Specialization
Sound
9
COState
Volume: 18Mix: 1.53%
Place Specialization
Sound
10
VAState
Volume: 18Mix: 1.53%
Place Specialization
Sound
Showing 10 of 12 states

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 30 Points)

10
Pricing
Rate and fee competitiveness (33%)
10
Pull Through
Reliability in closing loans (33%)
10
Product
Specialization in the loan type (33%)
💎
Champion(80%+ = 24-30 points)
Superstar(60-79% = 18-23 points)

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.

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