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CREDIT UNION FINANCIAL SERVICES, LLC

Independent Mortgage Company|Suwanee, GA|Regional
Loans Originated
114
Applications
144
Volume
$28 million
Offers loans directly to consumersSources loans from independent brokers
Overall Pricing
Strong
Overall Pull Through
Sound
Safe Rate AwardsConventional SuperstarRefinance Superstar

Pricing and Pullthrough Overview

Average Rate Spread
-0.343%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$1,236
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
79.2%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Offers rates 34.30 basis points below market average
  • Lower than average lender fees

Report Card

CREDIT UNION FINANCIAL SERVICES, LLC performance at a glance

CategoryRatingGradeDetails
Pricing
Rate competitiveness
StrongHighly Competitive
Pull Through
Closing Strength
SoundIndustry Standard
Products
Loan Type Specialists
Specialization score by loan product
Conventional
SoundIndustry Standard
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
AcceptableNear industry average
Refinance
SoundIndustry Standard
Places
Geographic coverage
SoundRegional · 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
$249,035
Average Borrower Income
$122,675
Average Property Value
$354,825

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Strong
Sound
Strong
Strong
11096.5%-0.335%$1,204

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Acceptable
Strong
Sound
5850.9%-0.271%$1,464
Refinance
Strong
Sound
Exceptional
Sound
5649.1%-0.430%$958

Geographic Coverage

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

States with Loan Originations

ALFLGA

Top Metro Areas by Place Specialization Score

1
Atlanta, GAMSA
Volume: 42Mix: 36.84%
Place Specialization
Strong
2
Macon, GAMSA
Volume: 10Mix: 8.77%
Place Specialization
Sound
3
Marietta, GA, GAMSA
Volume: 10Mix: 8.77%
Place Specialization
Sound

Top States by Place Specialization Score

1
GAState
Volume: 108Mix: 94.74%
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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