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Umpqua Bank

Bank|Roseburg, OR|Multi-Region
Loans Originated
1,515
Applications
2,186
Volume
$756 million
Offers loans directly to consumers
Overall Pricing
Acceptable
Overall Pull Through
Strong

Pricing and Pullthrough Overview

Average Rate Spread
+0.257%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$3,032
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
69.3%
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 Jumbo loans

Things to Think About

  • Pricing may be below industry average

Report Card

Umpqua Bank 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
StrongHighly Competitive
FHA
StrongHighly Competitive
VA
StrongHighly Competitive
Jumbo
ExceptionalMarket Leader
USDA
SoundIndustry Standard
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
StrongHighly Competitive
Refinance
StrongHighly Competitive
Places
Geographic coverage
SoundMulti-Regional · 29 metro areas · 8 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$499,198
Average Borrower Income
$204,764
Average Property Value
$728,696

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Sound
Strong
Acceptable
Strong
1,16977.2%+0.275%$3,174
FHA Loans
Sound
Strong
Acceptable
Strong
1036.8%+0.540%$4,794
VA Loans
Sound
Strong
Acceptable
Strong
614.0%-0.146%$3,277
Jumbo Loans
Sound
Exceptional
Acceptable
Strong
17211.4%+0.139%$584
USDA Loans
Sound
Sound
N/A
N/A
100.7%+0.317%$4,024

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Sound
Strong
Acceptable
Strong
1,26583.5%+0.241%$3,024
Refinance
Sound
Strong
Acceptable
Sound
25016.5%+0.328%$3,067

Geographic Coverage

Metro Areas
28
States Served
8
We count Washington DC as a state
Avg Place Specialization
Sound

States with Loan Originations

AZCACOIDMTNVORWA

Top Metro Areas by Place Specialization Score

1
Bend, OR, ORMSA
Volume: 100Mix: 6.60%
Place Specialization
Exceptional
2
Corvallis, OR, ORMSA
Volume: 33Mix: 2.18%
Place Specialization
Strong
3
Eugene, ORMSA
Volume: 82Mix: 5.41%
Place Specialization
Strong
4
Kennewick, WAMSA
Volume: 72Mix: 4.75%
Place Specialization
Strong
5
Salem, OR, ORMSA
Volume: 64Mix: 4.22%
Place Specialization
Strong
6
Portland, OR-WAMSA
Volume: 171Mix: 11.29%
Place Specialization
Strong
7
Albany, OR, ORMSA
Volume: 28Mix: 1.85%
Place Specialization
Strong
8
Seattle, WAMSA
Volume: 107Mix: 7.06%
Place Specialization
Strong
9
Spokane, WAMSA
Volume: 43Mix: 2.84%
Place Specialization
Strong
10
Tacoma, WAMSA
Volume: 40Mix: 2.64%
Place Specialization
Strong
Showing 10 of 28 metro areas

Top States by Place Specialization Score

1
ORState
Volume: 683Mix: 45.08%
Place Specialization
Exceptional
2
WAState
Volume: 520Mix: 34.32%
Place Specialization
Exceptional
3
CAState
Volume: 190Mix: 12.54%
Place Specialization
Strong
4
IDState
Volume: 86Mix: 5.68%
Place Specialization
Strong
5
NVState
Volume: 17Mix: 1.12%
Place Specialization
Sound
6
AZState
Volume: 15Mix: 0.99%
Place Specialization
Sound

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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