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CANOPY MORTGAGE, LLC

Independent Mortgage Company|LEHI, UT|National
Loans Originated
5,941
Applications
9,351
Volume
$2 billion
Offers loans directly to consumersSources loans from independent brokers
Overall Pricing
Acceptable
Overall Pull Through
Strong

Pricing and Pullthrough Overview

Average Rate Spread
+0.325%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$4,270
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
63.5%
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

  • Pricing may be below industry average
  • Higher than average fees ($4,270)

Report Card

CANOPY MORTGAGE, LLC 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
ExceptionalMarket Leader
FHA
ExceptionalMarket Leader
VA
ExceptionalMarket Leader
Jumbo
SoundIndustry Standard
USDA
ExceptionalMarket Leader
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
ExceptionalMarket Leader
Refinance
StrongHighly Competitive
Places
Geographic coverage
StrongNational · 50 metro areas · 46 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$359,999
Average Borrower Income
$132,365
Average Property Value
$439,055

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Exceptional
Acceptable
Sound
3,13152.7%+0.297%$3,977
FHA Loans
Sound
Exceptional
Acceptable
Strong
1,82330.7%+0.597%$4,667
VA Loans
Sound
Exceptional
Mediocre
Strong
84414.2%-0.227%$4,966
Jumbo Loans
Acceptable
Sound
Sound
Mediocre
450.8%+0.306%$2,282
USDA Loans
Sound
Exceptional
Acceptable
Strong
981.6%+0.300%$3,380

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Exceptional
Acceptable
Strong
5,42391.3%+0.334%$4,374
Refinance
Sound
Strong
Acceptable
Sound
5188.7%+0.244%$3,383

Geographic Coverage

Metro Areas
49
States Served
46
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
Columbus, GA, GA-ALMSA
Volume: 312Mix: 5.25%
Place Specialization
Exceptional
2
Auburn, ALMSA
Volume: 160Mix: 2.69%
Place Specialization
Exceptional
3
Huntsville, AL, ALMSA
Volume: 272Mix: 4.58%
Place Specialization
Exceptional
4
Spokane, WAMSA
Volume: 206Mix: 3.47%
Place Specialization
Exceptional
5
Idaho Falls, ID, IDMSA
Volume: 134Mix: 2.26%
Place Specialization
Exceptional
6
Beaumont, TXMSA
Volume: 106Mix: 1.78%
Place Specialization
Exceptional
7
Atlanta, GAMSA
Volume: 471Mix: 7.93%
Place Specialization
Strong
8
Birmingham, AL, ALMSA
Volume: 164Mix: 2.76%
Place Specialization
Strong
9
Marietta, GA, GAMSA
Volume: 211Mix: 3.55%
Place Specialization
Strong
10
Tacoma, WAMSA
Volume: 131Mix: 2.21%
Place Specialization
Strong
Showing 10 of 49 metro areas

Top States by Place Specialization Score

1
ALState
Volume: 894Mix: 15.05%
Place Specialization
Exceptional
2
GAState
Volume: 1,308Mix: 22.02%
Place Specialization
Exceptional
3
WAState
Volume: 647Mix: 10.89%
Place Specialization
Exceptional
4
UTState
Volume: 418Mix: 7.04%
Place Specialization
Strong
5
NVState
Volume: 211Mix: 3.55%
Place Specialization
Strong
6
IDState
Volume: 273Mix: 4.60%
Place Specialization
Strong
7
TXState
Volume: 512Mix: 8.62%
Place Specialization
Strong
8
ORState
Volume: 188Mix: 3.16%
Place Specialization
Strong
9
FLState
Volume: 355Mix: 5.98%
Place Specialization
Strong
10
TNState
Volume: 176Mix: 2.96%
Place Specialization
Strong
Showing 10 of 26 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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