T

Town Square Mortgage & Investments, LLC

Independent Mortgage CompanyDallas, TXDirect

Town Square Mortgage Investments has 129 closed loans in our dataset — fully analyzed and benchmarked against peers across the 4 Ps of Mortgage Shopping.

Pricing
Mediocre
vs. all lenders
Pull Through
Acceptable
closing strength
Products
Strong
FHA · Conventional
Place
Strong
Multi-Region · 2 mkts

Shopping for a Mortgage?

Save Town Square Mortgage Investments or ask our AI assistant to explore your options.

Safe Rate's Summary

Things to Think About

  • Rates typically 59 basis points above market average
  • Higher than average fees ($4,173)
  • Pull through efficiency is below industry average

Explore another lender or local market

Report Card

Town Square Mortgage & Investments, LLC performance at a glance

CategoryScorevs. Peers
Overall Performance· Pricing & closing strength
Pricing
Rate competitiveness
Mediocre
Below peers
+58.9 bps above market avg
Pull Through
Closing strength
Acceptable
Near industry average
Bottom 40% of lenders
By Loan Product· Specialization by type
Conventional
Acceptable
Near industry average
Bottom 40% of lenders
FHA
Strong
Highly Competitive
Top 40% of lenders
By Loan Purpose· Transaction purpose mix
Purchase
Acceptable
Near industry average
Bottom 40% of lenders
By Location· Geographic coverage
Geographic Reach
Coverage footprint
Strong
Highly Competitive
Top 40% of lenders
Multi-Regional2 markets

Loan Product Performance

Performance by Loan Product

Loan TypeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Conventional
Mediocre
Acceptable
Mediocre
4434.1%
+0.334%Above
$5,394Fees
FHA Loans
Sound
Strong
Acceptable
Sound
7961.2%
+0.702%Above
$3,811Fees

Loan Purpose Performance

Performance by Loan Purpose

PurposeOverall
ProductPricingPull ThroughVolumeMixSpread
Fees
Purchase
Acceptable
Acceptable
Mediocre
Acceptable
12496.1%
+0.590%Above
$4,089Fees

At a Glance

Lender Overview

Lending Activity
Loans Originated
129
Applications
268
Volume
$41 million
Pricing & Closing
Avg Rate Spread
+0.589%
vs. market APOR
Avg Net Fees
$4,173
Origination − Credits
Pullthrough Rate
48.1%
Applications → Closed
Typical Borrower
Avg Loan Amount
$318,411
Avg Borrower Income
$136,729
Avg Property Value
$359,109

Geographic Coverage

Geographic Performance

Metro Areas
2
States Served
6
We count Washington DC as a state
Avg Place Specialization
Strong

States with Loan Originations

COINNMNVOKTX

Top Metro Areas by Place Specialization Score

1
Dallas, TXMSA
Volume: 85Mix: 65.89%of portfolio
Place
Strong
2
Fort Worth, TXMSA
Volume: 24Mix: 18.60%of portfolio
Place
Sound

Top States by Place Specialization Score

1
TXState
Volume: 118Mix: 91.47%of portfolio
Place
Strong

How We Rank Lenders

Our rankings use a weighted average of scores across equally-weighted categories to evaluate lenders on a linear, raw performance scale.

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.

Looking for a different lender?

Are you the owner of Town Square Mortgage & Investments, LLC?

Claim this profile to add your business logo, highlight verified loan officers, collect verified reviews, and customize your marketing presence.

Claim this Profile
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.