Charles Schwab Bank · Massachusetts · 2025

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

Charles Schwab Bank took 179 mortgage applications in Massachusetts in 2025, ranking #174 of 799 lenders active in the state. It originated 93.9% of them and denied 4.5% (4.5% of the applications it decided), against a statewide denial rate of 16.2%.

179Applicationsin MA
4.5%Decision denial ratestate 20.0%
5.50%Median ratestate 6.63%
$1,005,000Median loanstate $325,000
$194MVolume11 counties

Charles Schwab Bank in Massachusetts vs the state

4.5%Denial rate-11.74 pts vs state
4.5%Decision denial rate-15.48 pts vs state
93.9%Origination rate+31.25 pts vs state
5.50%Median rate-1.13 pts vs state
-0.21Rate spread (pts)-0.30 pts vs state
$416kMedian applicant income
168Loans originated
8Denied

Trend in Massachusetts

YearApplicationsOriginatedDenial rateMedian rateRank in state
202367634.5%5.90%#278
20241181142.5%5.88%#209
20251791684.5%5.50%#174

What Charles Schwab Bank lends in Massachusetts

By loan purpose

Home purchase 119 66% · 3.4% denied
Refinance 32 18% · 6.3% denied
Cash-out refinance 18 10% · 11.1% denied
Home improvement 1 1% · 0.0% denied
Other / HELOC 9 5% · 0.0% denied

By loan type

Conventional 179 100% · 4.5% denied

Why it denied Massachusetts applicants

Debt-to-income ratio 3 38%
Collateral 2 25%
Other 1 13%
Insufficient cash 1 13%
Credit history 1 13%

Where in Massachusetts

Counties with the most Charles Schwab Bank applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Middlesex County 58570 0.0%
Barnstable County 30273 10.0%
Norfolk County 25223 12.0%
Suffolk County 23211 4.3%
Essex County 13130 0.0%
Plymouth County 880 0.0%
Bristol County 650 0.0%
Nantucket County 550 0.0%
Dukes County 431 25.0%
Berkshire County 440 0.0%

Other large lenders in Massachusetts

LenderGradeApplicationsDenial rateMedian rate
Citizens BankC 17,47629.0%7.40%
Rocket MortgageC 8,69815.9%6.75%
Bank of AmericaF 7,78430.1%5.99%
Guaranteed RateB 7,3134.5%6.50%
Eastern BankB 6,21631.8%6.99%
Rockland TrustC 5,99028.6%6.99%
Leader BankA 5,9131.8%6.25%
United Shore Financial ServicesB 5,89812.8%6.50%
Crosscountry MortgageB 5,6343.8%6.63%
TD BankD 3,77826.9%7.44%

Frequently asked questions

Massachusetts: 179 applications in 2025, of which 168 were originated and 8 denied.

4.5% of all applications, or 4.5% of the applications it actually decided on. The Massachusetts statewide average across all lenders was 16.2%.

The median rate on loans Charles Schwab Bank originated in Massachusetts in 2025 was 5.50%, against a statewide median of 6.63%.

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