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Assurance Financial Group, L.L.C.

Independent Mortgage Company|Baton Rouge, LA|Near-National
Loans Originated
2,056
Applications
2,749
Volume
$556 million
Offers loans directly to consumers
Overall Pricing
Acceptable
Overall Pull Through
Exceptional
Safe Rate AwardsFHA Superstar

Pricing and Pullthrough Overview

Average Rate Spread
+0.504%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$2,918
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
74.8%
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 FHA and VA and USDA loans
  • Nationwide availability with consistent service

Things to Think About

  • Rates typically 50 basis points above market average

Report Card

Assurance Financial Group, L.L.C. performance at a glance

CategoryRatingGradeDetails
Pricing
Rate competitiveness
AcceptableNear industry average
Pull Through
Closing Strength
ExceptionalMarket Leader
Products
Loan Type Specialists
Specialization score by loan product
Conventional
StrongHighly Competitive
FHA
ExceptionalMarket Leader
VA
StrongHighly Competitive
Jumbo
SoundIndustry Standard
USDA
ExceptionalMarket Leader
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
ExceptionalMarket Leader
Refinance
StrongHighly Competitive
Places
Geographic coverage
StrongNear-National · 19 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
$270,657
Average Borrower Income
$126,592
Average Property Value
$334,066

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Strong
Acceptable
Strong
1,24960.7%+0.387%$2,900
FHA Loans
Strong
Exceptional
Acceptable
Exceptional
52125.3%+0.864%$3,062
VA Loans
Sound
Strong
Acceptable
Strong
1396.8%-0.068%$2,731
Jumbo Loans
Acceptable
Sound
N/A
Acceptable
130.6%+0.853%$4,400
USDA Loans
Sound
Exceptional
Acceptable
Strong
1346.5%+0.527%$2,357

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Exceptional
Acceptable
Strong
1,80287.6%+0.520%$2,951
Refinance
Sound
Strong
Mediocre
Strong
25412.4%+0.396%$2,703

Geographic Coverage

Metro Areas
18
States Served
27
We count Washington DC as a state
Avg Place Specialization
Strong

States with Loan Originations

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Top Metro Areas by Place Specialization Score

1
Houma, LAMSA
Volume: 119Mix: 5.79%
Place Specialization
Exceptional
2
Florence, ALMSA
Volume: 152Mix: 7.39%
Place Specialization
Exceptional
3
Monroe, LA, LAMSA
Volume: 130Mix: 6.32%
Place Specialization
Exceptional
4
Baton Rouge, LA, LAMSA
Volume: 378Mix: 18.39%
Place Specialization
Exceptional
5
Birmingham, AL, ALMSA
Volume: 176Mix: 8.56%
Place Specialization
Exceptional
6
Shreveport, LAMSA
Volume: 85Mix: 4.13%
Place Specialization
Exceptional
7
Lafayette, LA, LAMSA
Volume: 134Mix: 6.52%
Place Specialization
Exceptional
8
Columbia, SC, SCMSA
Volume: 103Mix: 5.01%
Place Specialization
Strong
9
Augusta, GA-SCMSA
Volume: 67Mix: 3.26%
Place Specialization
Strong
10
Huntsville, AL, ALMSA
Volume: 68Mix: 3.31%
Place Specialization
Strong
Showing 10 of 18 metro areas

Top States by Place Specialization Score

1
LAState
Volume: 950Mix: 46.21%
Place Specialization
Exceptional
2
ALState
Volume: 550Mix: 26.75%
Place Specialization
Exceptional
3
SCState
Volume: 229Mix: 11.14%
Place Specialization
Strong
4
GAState
Volume: 141Mix: 6.86%
Place Specialization
Strong
5
TXState
Volume: 87Mix: 4.23%
Place Specialization
Sound
6
MSState
Volume: 18Mix: 0.88%
Place Specialization
Sound
7
VAState
Volume: 11Mix: 0.54%
Place Specialization
Acceptable
8
FLState
Volume: 17Mix: 0.83%
Place Specialization
Acceptable
9
NCState
Volume: 10Mix: 0.49%
Place Specialization
Acceptable

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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