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SCHOOLSFIRST

Credit Union|Tustin, CA|Single State
Loans Originated
1,736
Applications
2,472
Volume
$989 million
Offers loans directly to consumers
Overall Pricing
Strong
Overall Pull Through
Strong
Safe Rate AwardsConventional SuperstarJumbo SuperstarPurchase SuperstarRefinance Superstar

Pricing and Pullthrough Overview

Average Rate Spread
-0.013%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$374
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
70.2%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Offers rates 1.30 basis points below market average
  • Lower than average lender fees
  • Strong pull through performance
  • Particularly strong in Conventional and Jumbo loans

Report Card

SCHOOLSFIRST performance at a glance

CategoryRatingGradeDetails
Pricing
Rate competitiveness
StrongHighly Competitive
Pull Through
Closing Strength
StrongHighly Competitive
Products
Loan Type Specialists
Specialization score by loan product
Conventional
StrongHighly Competitive
FHA
SoundIndustry Standard
Jumbo
StrongHighly Competitive
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
StrongHighly Competitive
Refinance
StrongHighly Competitive
Places
Geographic coverage
SoundSingle State · 10 metro areas · 1 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$569,758
Average Borrower Income
$179,728
Average Property Value
$795,956

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Strong
Strong
Strong
Strong
1,60592.5%-0.013%$396
FHA Loans
Sound
Sound
Strong
Sound
311.8%+0.625%$265
Jumbo Loans
Strong
Strong
Exceptional
Strong
1005.8%-0.240%$54

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Strong
Strong
Exceptional
Strong
1,39180.1%+0.019%$274
Refinance
Strong
Strong
Strong
Sound
34519.9%-0.148%$793

Geographic Coverage

Metro Areas
9
States Served
1
We count Washington DC as a state
Avg Place Specialization
Strong

States with Loan Originations

CA

Top Metro Areas by Place Specialization Score

1
Anaheim, CAMSA
Volume: 491Mix: 28.28%
Place Specialization
Exceptional
2
Riverside, CAMSA
Volume: 554Mix: 31.91%
Place Specialization
Exceptional
3
Los Angeles, CAMSA
Volume: 380Mix: 21.89%
Place Specialization
Exceptional
4
Sacramento, CAMSA
Volume: 116Mix: 6.68%
Place Specialization
Strong
5
San Diego, CAMSA
Volume: 57Mix: 3.28%
Place Specialization
Sound
6
Bakersfield, CAMSA
Volume: 21Mix: 1.21%
Place Specialization
Sound
7
Yuba City, CA, CAMSA
Volume: 14Mix: 0.81%
Place Specialization
Sound
8
Oxnard, CAMSA
Volume: 13Mix: 0.75%
Place Specialization
Sound
9
Oakland, CAMSA
Volume: 15Mix: 0.86%
Place Specialization
Sound

Top States by Place Specialization Score

1
CAState
Volume: 1,736Mix: 100.00%
Place Specialization
Exceptional

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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