Safe Rate Rankings

Best Jumbo Mortgage Lenders in Montgomery County

Updated May 22, 2026
⚖️ The 4 PsRankings are calculated based on observed lender differences on closed loans across Pricing, Pull-through, Product, and Place.
🛡️ No Pay to PlayLenders cannot buy their way to the top. Rankings are 100% earned.
📊 HMDA 2024Built using publicly available originated loan data from the federal government.
🎯 Peer BenchmarkedPerformance is normalized and benchmarked against peer institutions.
Total Lenders183
Total Loans19,475
Median Rate Spread0.18%

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RankLenderOverallPricingProductPull ThroughPlaceAvg FeesRate Spread# of LoansAction
1
Wells Fargo Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Exceptional
$1,706Fees
0.023%Below
299
2
Bank of America, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$1,648Fees
0.105%Below
176
3
U.S. Bank National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$356Fees
0.138%Below
105
4
Morgan Stanley Private Bank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Strong
$435Fees
0.421%Below
65
5
GUARANTEED RATE, INC.Independent Mortgage Company
Exceptional
Strong
Exceptional
Strong
Exceptional
$3,076Fees
0.016%Above
812
6
PENNSYLVANIA STATE EMPLOYEES Credit UnionCredit Union
Exceptional
Exceptional
Strong
Strong
Strong
$602Fees
0.374%Below
83
7
Citibank, National AssociationBank
Exceptional
Exceptional
Exceptional
Strong
Sound
$1,002Fees
0.246%Below
41
8
Citizens Bank, National AssociationBank
Exceptional
Strong
Exceptional
Strong
Strong
$1,477Fees
0.022%Below
232
9
Truist BankBank
Exceptional
Strong
Exceptional
Strong
Strong
$581Fees
0.129%Above
90
10
ROCKET MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$4,620Fees
0.238%Above
1,398
11
UNITED WHOLESALE MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$2,077Fees
0.068%Above
1,068
12
MOVEMENT MORTGAGE, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$3,035Fees
0.248%Above
551
13
PENNYMAC LOAN SERVICES, LLCIndependent Mortgage Company
Exceptional
Sound
Exceptional
Strong
Exceptional
$1,997Fees
0.187%Above
510
14
NJ LENDERS CORP.Independent Mortgage Company
Exceptional
Strong
Strong
Strong
Strong
$4,072Fees
0.227%Above
59
15
Manufacturers and Traders Trust CompanyBank
Exceptional
Strong
Exceptional
Strong
Sound
$198Fees
0.083%Below
49
16
JPMorgan Chase Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$1,995Fees
0.018%Below
213
17
TD Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$1,179Fees
0.001%Above
184
18
PNC Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$318Fees
0.071%Below
161
19
Philadelphia Mortgage Advisors, Inc.Independent Mortgage Company
Strong
Sound
Strong
Strong
Exceptional
$3,582Fees
0.005%Below
143
20
First National Bank of PennsylvaniaBank
Strong
Sound
Exceptional
Strong
Strong
$1,222Fees
0.054%Below
118
21
Fulton Bank, National AssociationBank
Strong
Sound
Exceptional
Strong
Strong
$2,250Fees
0.296%Above
112
22
CROSSCOUNTRY MORTGAGE, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$4,056Fees
0.295%Above
1,406
23
Prosperity Home Mortgage, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Strong
Exceptional
$2,832Fees
0.257%Above
738
24
Mortgage America, Inc.Independent Mortgage Company
Strong
Sound
Strong
Sound
Exceptional
$2,051Fees
0.138%Above
400
25
Univest Bank and Trust Co.Bank
Strong
Sound
Strong
Sound
Exceptional
$1,762Fees
0.185%Above
206
26
Penn Community BankBank
Strong
Strong
Sound
Strong
$335Fees
0.168%Above
63
27
The Huntington National BankBank
Strong
Acceptable
Exceptional
Strong
Strong
$960Fees
0.238%Above
62
28
NEW AMERICAN FUNDING, LLCIndependent Mortgage Company
Strong
Acceptable
Exceptional
Sound
Strong
$3,267Fees
0.417%Above
231
29
Wilmington Savings Fund Society, FSBBank
Strong
Mediocre
Strong
Strong
Exceptional
$2,075Fees
0.087%Below
184
30
MERIDIAN BANKBank
Strong
Sound
Sound
Acceptable
Strong
$2,269Fees
0.155%Above
171

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 40 Points)

10
Pricing
Rate and fee competitiveness (25%)
10
Pull Through
Reliability in closing loans (25%)
10
Product
Specialization in the loan type (25%)
10
Place
Local market expertise (25%)

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.