Charles Schwab Bank · Montana · 2025

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

Charles Schwab Bank took 30 mortgage applications in Montana in 2025, ranking #120 of 553 lenders active in the state. It originated 90.0% of them and denied 6.7% (6.7% of the applications it decided), against a statewide denial rate of 14.8%.

30Applicationsin MT
6.7%Decision denial ratestate 18.7%
5.63%Median ratestate 6.63%
$925,000Median loanstate $275,000
$28MVolume6 counties

Charles Schwab Bank in Montana vs the state

6.7%Denial rate-8.15 pts vs state
6.7%Decision denial rate-12.03 pts vs state
90.0%Origination rate+28.02 pts vs state
5.63%Median rate-1.00 pts vs state
-0.11Rate spread (pts)-0.35 pts vs state
$509kMedian applicant income
27Loans originated
2Denied

Trend in Montana

YearApplicationsOriginatedDenial rateMedian rateRank in state
2023181611.1%5.75%#122
202417155.9%6.05%#134
202530276.7%5.63%#120

What Charles Schwab Bank lends in Montana

By loan purpose

Home purchase 18 60% · 11.1% denied
Refinance 7 23% · 0.0% denied
Cash-out refinance 2 7% · 0.0% denied
Home improvement 2 7% · 0.0% denied
Other / HELOC 1 3% · 0.0% denied

By loan type

Conventional 30 100% · 6.7% denied

Why it denied Montana applicants

Collateral 1 50%
Debt-to-income ratio 1 50%

Where in Montana

Counties with the most Charles Schwab Bank applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Flathead County 12120 0.0%
Gallatin County 971 11.1%
Missoula County 651 16.7%
Yellowstone County 110 0.0%
Lake County 110 0.0%
Park County 110 0.0%

Other large lenders in Montana

LenderGradeApplicationsDenial rateMedian rate
Glacier BankD 3,01816.2%7.25%
Stockman Bank of MontanaB 2,9116.3%6.88%
Rocket MortgageC 1,99917.5%6.75%
United Shore Financial ServicesB 1,8579.2%6.25%
Opportunity Bank of MontanaB 1,6089.8%6.88%
Evergreen Moneysource MortgageB 1,1581.1%6.25%
U.S. BankD 1,02427.1%7.13%
First Interstate BankD 98722.9%8.25%
Mortgage Research CenterC 94016.7%6.13%
Crosscountry MortgageB 9205.1%6.63%

Frequently asked questions

Montana: 30 applications in 2025, of which 27 were originated and 2 denied.

6.7% of all applications, or 6.7% of the applications it actually decided on. The Montana statewide average across all lenders was 14.8%.

The median rate on loans Charles Schwab Bank originated in Montana in 2025 was 5.63%, against a statewide median of 6.63%.

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