Success Mortgage Partners
We analyzed every closed loan from Success Mortgage Partners — 3.3k loans across 5k applications— and benchmarked them against peer lenders across the 5 Ps of Mortgage Shopping.
Ratings· each scored 1–5 against peer lenders
Pricing
Mediocre
1/5
vs. all lenders
Pull-through
Strong
4/5
closing strength
Product
Exceptional
5/5
FHA · Conventional · VA · USDA
Place
Sound
3/5
Near-National · 49 mkts
Promptness
Not enough data
—/5
No quote responses measured yet
Summary
What They Do Well
- Strong pull through performance
- Particularly strong in Conventional and FHA and VA and USDA loans
- Nationwide availability with consistent service
Things to Think About
- Rates typically 52 basis points above market average
- Higher than average fees ($4,257)
Explore another lender or local market
Report Card
Success Mortgage Partners performance at a glance
Overall Performance· Pricing & closing strength
Pricing
Rate competitiveness
Mediocre
+51.8 bps above market avg
1/5
Pull Through
Closing strength
Strong
Top 40% of lenders
4/5
By Loan Product· Specialization by type
Conventional
1,702 loans · 0.47% above market
Strong
Top 40% of lenders
4/5
FHA
1,181 loans · 0.77% above market
Exceptional
Top 20% of lenders
5/5
VA
376 loans · 0.02% above market
Strong
Top 40% of lenders
4/5
USDA
76 loans · 0.64% above market
Exceptional
Top 20% of lenders
5/5
By Loan Purpose· Transaction purpose mix
Purchase
2,934 loans · 0.55% above market
Strong
Top 40% of lenders
4/5
Refinance
407 loans · 0.30% above market
Strong
Top 40% of lenders
4/5
By Location· Geographic coverage
Geographic Reach
Near-National · 50 markets
Sound
Top 60% of lenders
3/5
Loan Product Performance
Performance by Loan Product
| Loan Type | Overall | Product | Pricing | Pull Through | Volume | Mix | Spread | Fees |
|---|---|---|---|---|---|---|---|---|
Conventional | 1,702 | 50.9% | +0.472%Above | $4,039Fees | ||||
FHA Loans | 1,181 | 35.3% | +0.774%Above | $4,608Fees | ||||
VA Loans | 376 | 11.3% | +0.016%Above | $4,508Fees | ||||
USDA Loans | 76 | 2.3% | +0.640%Above | $3,822Fees |
Conventional
OverallSound
ProductStrong
PricingMediocre
Pull ThroughSound
Volume1,702
Mix50.9%
Spread
+0.472%Above
Fees
$4,039Fees
FHA Loans
OverallSound
ProductExceptional
PricingMediocre
Pull ThroughStrong
Volume1,181
Mix35.3%
Spread
+0.774%Above
Fees
$4,608Fees
VA Loans
OverallSound
ProductStrong
PricingMediocre
Pull ThroughStrong
Volume376
Mix11.3%
Spread
+0.016%Above
Fees
$4,508Fees
USDA Loans
OverallSound
ProductExceptional
PricingMediocre
Pull ThroughStrong
Volume76
Mix2.3%
Spread
+0.640%Above
Fees
$3,822Fees
Loan Purpose Performance
Performance by Loan Purpose
| Purpose | Overall | Product | Pricing | Pull Through | Volume | Mix | Spread | Fees |
|---|---|---|---|---|---|---|---|---|
Purchase | 2,934 | 87.8% | +0.545%Above | $4,248Fees | ||||
Refinance | 407 | 12.2% | +0.303%Above | $4,337Fees |
Purchase
OverallSound
ProductStrong
PricingMediocre
Pull ThroughStrong
Volume2,934
Mix87.8%
Spread
+0.545%Above
Fees
$4,248Fees
Refinance
OverallSound
ProductStrong
PricingAcceptable
Pull ThroughStrong
Volume407
Mix12.2%
Spread
+0.303%Above
Fees
$4,337Fees
At a Glance
Lender Overview
Lending Activity
Loans Originated
3,341
Applications
4,633
Volume
$966 million
Pricing & Closing
Avg Rate Spread
+0.518%
vs. market APOR
Avg Net Fees
$4,257
Origination − Credits
Pullthrough Rate
72.1%
Applications → Closed
Typical Borrower
Avg Loan Amount
$289,196
Avg Borrower Income
$114,414
Avg Property Value
$345,078
Geographic Coverage
Geographic Performance
Metro Areas
49
markets with activity
States Served
37
of 50 states + DC
Avg Place Specialization
Sound
3/5
States with Loan Originations
37Full-year 2024 · HMDALoans originated
< 2020–5050–100100+None
Northeast5
CTMANJPARI
Midwest9
IAILINKSMIMNMOOHWI
South17
ALARDCDEFLGAKYLAMDMSNCOKSCTNTXVAWV
West6
AZCACONMORWA
Top Metro Areas by Place Specialization Score
Showing 10 of 49 metro areas
Top States by Place Specialization Score
Showing 10 of 25 states
How We Rank Lenders
Our rankings use an equal-weight average of scores across the 5 Ps — Pricing, Product, Pull-Through, and Place — with lender promptness blending in as the fifth once a lender has responded to real shopper quote requests.
Our Point System (Max 50 Points)
10/ 50 pts
Pricing
How competitively a lender prices vs. the market benchmark (20%).
10/ 50 pts
Product
Performance on your specific loan type (20%).
10/ 50 pts
Pull Through
How reliably a lender closes the loans it starts (20%).
10/ 50 pts
Place
Depth of a lender's expertise in your local market (20%).
10/ 50 pts
Promptness
How quickly a lender answers real quote requests — blended in once they respond (20%).
Champion(80%+ = 40-50 points)
Superstar(60-79% = 30-39 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.
Looking for a different lender?
Are you the owner of Success Mortgage Partners?
Claim this profile to add your business logo, highlight verified loan officers, collect verified reviews, and customize your marketing presence.
The 5 PsRankings are calculated from observed lender differences on closed loans across Pricing, Pull-through, Product, and Place, plus Promptness when a lender has answered real shopper quote requests.
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.