Charles Schwab Bank · Florida · 2025

Charles Schwab Bank in Florida: approval rate, denial rate and rates (2025)

Charles Schwab Bank took 545 mortgage applications in Florida in 2025, ranking #232 of 1,993 lenders active in the state. It originated 89.0% of them and denied 9.5% (9.6% of the applications it decided), against a statewide denial rate of 21.1%.

545Applicationsin FL
9.6%Decision denial ratestate 27.2%
5.55%Median ratestate 6.63%
$745,000Median loanstate $255,000
$482MVolume40 counties

Charles Schwab Bank in Florida vs the state

9.5%Denial rate-11.52 pts vs state
9.6%Decision denial rate-17.68 pts vs state
89.0%Origination rate+36.30 pts vs state
5.55%Median rate-1.08 pts vs state
-0.18Rate spread (pts)-0.44 pts vs state
$380kMedian applicant income
485Loans originated
52Denied

Trend in Florida

YearApplicationsOriginatedDenial rateMedian rateRank in state
202332628711.4%5.85%#300
20243743427.5%6.13%#270
20255454859.5%5.55%#232

What Charles Schwab Bank lends in Florida

By loan purpose

Home purchase 402 74% · 8.2% denied
Refinance 48 9% · 6.3% denied
Cash-out refinance 28 5% · 7.1% denied
Home improvement 19 3% · 15.8% denied
Other / HELOC 48 9% · 22.9% denied

By loan type

Conventional 545 100% · 9.5% denied

Why it denied Florida applicants

Collateral 22 42%
Debt-to-income ratio 20 38%
Unverifiable information 5 10%
Other 3 6%
Insufficient cash 2 4%

Where in Florida

Counties with the most Charles Schwab Bank applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Palm Beach County 796710 12.7%
Collier County 52473 5.8%
Miami-Dade County 513811 21.6%
Broward County 43412 4.7%
Sarasota County 31274 12.9%
Lee County 30291 3.3%
Hillsborough County 24240 0.0%
Walton County 23185 21.7%
Pinellas County 23203 13.0%
Manatee County 22192 9.1%

Other large lenders in Florida

LenderGradeApplicationsDenial rateMedian rate
United Shore Financial ServicesB 71,40515.3%6.44%
Rocket MortgageC 46,61121.0%6.63%
Bank of AmericaF 23,63437.7%6.24%
Pennymac Loan ServicesC 19,51614.1%6.50%
Navy Federal Credit UnionD 19,45223.2%7.59%
Crosscountry MortgageB 19,1035.2%6.75%
NewrezD 17,51922.4%6.75%
Dhi Mortgage CompanyB 16,66114.5%4.88%
Lennar MortgageA 14,98421.0%4.75%
Truist BankC 14,14041.5%6.60%

Frequently asked questions

Florida: 545 applications in 2025, of which 485 were originated and 52 denied.

9.5% of all applications, or 9.6% of the applications it actually decided on. The Florida statewide average across all lenders was 21.1%.

The median rate on loans Charles Schwab Bank originated in Florida in 2025 was 5.55%, against a statewide median of 6.63%.

About this data. Figures are Charles Schwab Bank's own HMDA filing for properties located in Florida, 2025. The grade is national; state-level figures are shown for context and are not separately graded. Methodology