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COASTAL FUNDING SLC, INC.

Independent Mortgage Company|SAN LUIS OBISPO, CA|Regional
Loans Originated
294
Applications
354
Volume
$167 million
Offers loans directly to consumers
Overall Pricing
Acceptable
Overall Pull Through
Exceptional

Pricing and Pullthrough Overview

Average Rate Spread
+0.332%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$3,829
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
83.1%
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 Jumbo loans

Things to Think About

  • Pricing may be below industry average

Report Card

COASTAL FUNDING SLC, INC. 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
StrongHighly Competitive
VA
SoundIndustry Standard
Jumbo
StrongHighly Competitive
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
StrongHighly Competitive
Refinance
SoundIndustry Standard
Places
Geographic coverage
StrongRegional · 4 metro areas · 3 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$570,170
Average Borrower Income
$252,551
Average Property Value
$875,000

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Strong
Acceptable
Exceptional
23780.6%+0.314%$3,843
FHA Loans
Sound
Strong
Acceptable
Exceptional
289.5%+0.605%$3,796
VA Loans
Sound
Sound
N/A
Strong
175.8%-0.285%$3,359
Jumbo Loans
Strong
Strong
N/A
N/A
124.1%+0.705%$4,464

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Strong
Acceptable
Exceptional
25285.7%+0.350%$3,764
Refinance
Acceptable
Sound
Mediocre
Strong
4214.3%+0.190%$4,334

Geographic Coverage

Metro Areas
4
States Served
3
We count Washington DC as a state
Avg Place Specialization
Strong

States with Loan Originations

CACOOR

Top Metro Areas by Place Specialization Score

1
San Luis Obispo, CAMSA
Volume: 177Mix: 60.20%
Place Specialization
Exceptional
2
Santa Maria, CAMSA
Volume: 40Mix: 13.61%
Place Specialization
Strong
3
Visalia, CA, CAMSA
Volume: 23Mix: 7.82%
Place Specialization
Sound
4
Oxnard, CAMSA
Volume: 12Mix: 4.08%
Place Specialization
Sound

Top States by Place Specialization Score

1
CAState
Volume: 292Mix: 99.32%
Place Specialization
Strong

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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