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VALLEY FINANCIAL CREDIT UNION

Credit Union|Billings, MT|Regional
Loans Originated
103
Applications
116
Volume
$31 million
Offers loans directly to consumers
Overall Pricing
Strong
Overall Pull Through
Strong
Safe Rate AwardsConventional SuperstarPurchase Superstar

Pricing and Pullthrough Overview

Average Rate Spread
-0.705%
The average of the lender's APR minus the market's average APR (APOR)
Average Net Fees
$3,379
Borrower paid Origination Charges - Lender Credits
Pullthrough Rate
88.8%
Percentage of applications that result in closed loans

Safe Rate's Summary

What They Do Well

  • Offers rates 70.50 basis points below market average
  • Strong pull through performance

Report Card

VALLEY FINANCIAL CREDIT UNION 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
SoundIndustry Standard
Purpose
Reason specialization
Specialization score by loan purpose
Purchase
SoundIndustry Standard
Refinance
SoundIndustry Standard
Places
Geographic coverage
SoundRegional · 2 metro areas · 2 states
Rating Scale:
Exceptional (80-100)
Strong (60-79)
Sound (40-59)
Acceptable (20-39)
Mediocre (0-19)

Typical Borrower Profile

Average Loan Amount
$308,981
Average Borrower Income
$139,738
Average Property Value
$420,146

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Strong
Sound
Strong
Exceptional
10198.1%-0.702%$3,286

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Strong
Sound
Strong
Strong
8986.4%-0.860%$3,595
Refinance
Sound
Sound
N/A
Strong
1413.6%+0.315%$1,959

Geographic Coverage

Metro Areas
1
States Served
2
We count Washington DC as a state
Avg Place Specialization
Exceptional

States with Loan Originations

MTWY

Top Metro Areas by Place Specialization Score

1
Billings, MT, MTMSA
Volume: 85Mix: 82.52%
Place Specialization
Exceptional

Top States by Place Specialization Score

1
MTState
Volume: 100Mix: 97.09%
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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