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Stifel Bank and Trust

Bank|Saint Louis, MO|National
Loans Originated
2,630
Applications
2,966
Volume
$1 billion
Offers loans directly to consumers
Overall Pricing
Strong
Overall Pull Through
Strong
Safe Rate Awards💎VA Champion💎Jumbo ChampionConventional SuperstarFHA SuperstarPurchase SuperstarRefinance Superstar

Pricing and Pullthrough Overview

Average Rate Spread
-0.075%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$399
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
88.7%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Offers rates 7.50 basis points below market average
  • Lower than average lender fees
  • Strong pull through performance
  • Particularly strong in Conventional and FHA and VA and Jumbo loans
  • Nationwide availability with consistent service

Report Card

Stifel Bank and Trust 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
StrongHighly Competitive
VA
StrongHighly Competitive
Jumbo
ExceptionalMarket Leader
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
StrongHighly Competitive
Refinance
StrongHighly Competitive
Places
Geographic coverage
SoundNational · 46 metro areas · 50 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$507,460
Average Borrower Income
$298,179
Average Property Value
$759,707

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Strong
Strong
Strong
Strong
2,16082.1%-0.077%$448
FHA Loans
Strong
Strong
Exceptional
Strong
893.4%+0.177%-$908
VA Loans
Exceptional
Strong
Exceptional
Exceptional
532.0%-0.551%$175
Jumbo Loans
Exceptional
Exceptional
Strong
Exceptional
32612.4%-0.050%$485

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Strong
Strong
Strong
Strong
2,25585.7%-0.059%$407
Refinance
Strong
Strong
Strong
Exceptional
37514.3%-0.179%$348

Geographic Coverage

Metro Areas
45
States Served
50
We count Washington DC as a state
Avg Place Specialization
Sound

States with Loan Originations

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Top Metro Areas by Place Specialization Score

1
St. Louis, MO, MO-ILMSA
Volume: 1,013Mix: 38.52%
Place Specialization
Exceptional
2
New York, NY-NJMSA
Volume: 38Mix: 1.44%
Place Specialization
Sound
3
Dallas, TXMSA
Volume: 38Mix: 1.44%
Place Specialization
Sound
4
Phoenix, AZMSA
Volume: 35Mix: 1.33%
Place Specialization
Sound
5
North Port, FLMSA
Volume: 21Mix: 0.80%
Place Specialization
Sound
6
Chicago, ILMSA
Volume: 32Mix: 1.22%
Place Specialization
Sound
7
Lakewood, NJMSA
Volume: 22Mix: 0.84%
Place Specialization
Sound
8
Los Angeles, CAMSA
Volume: 26Mix: 0.99%
Place Specialization
Sound
9
Atlanta, GAMSA
Volume: 27Mix: 1.03%
Place Specialization
Sound
10
Cape Coral, FLMSA
Volume: 19Mix: 0.72%
Place Specialization
Sound
Showing 10 of 45 metro areas

Top States by Place Specialization Score

1
MOState
Volume: 1,033Mix: 39.28%
Place Specialization
Exceptional
2
FLState
Volume: 165Mix: 6.27%
Place Specialization
Sound
3
ILState
Volume: 87Mix: 3.31%
Place Specialization
Sound
4
CAState
Volume: 145Mix: 5.51%
Place Specialization
Sound
5
ALState
Volume: 54Mix: 2.05%
Place Specialization
Sound
6
GAState
Volume: 75Mix: 2.85%
Place Specialization
Sound
7
NJState
Volume: 56Mix: 2.13%
Place Specialization
Sound
8
NYState
Volume: 60Mix: 2.28%
Place Specialization
Sound
9
TXState
Volume: 96Mix: 3.65%
Place Specialization
Sound
10
COState
Volume: 55Mix: 2.09%
Place Specialization
Sound
Showing 10 of 37 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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