Mortgage lender · Tustin, CA · LEI 5493001NJEVHTZW7FG34

Schoolsfirst review: approval odds, rates and grade (2025)

Schoolsfirst earns an A, placing it in the top fifth of home-equity (HELOC) lenders. It turned down 11.7% of the applications it decided on in 2025, which ranks in the 89th percentile for approval odds. Its median loan was priced 0.35 points below the average prime offer rate, ranking in the 75th percentile on pricing. Compared against 412 home-equity (HELOC) lenders using 2025 HMDA filings.

19kApplications2025
74.5%Originatedof applications
11.7%Decision denial ratenational 22.6%
6.25%Median ratenational 6.63%
$3.4BLoan volume1 states

Schoolsfirst at a glance, 2025

Every figure is from the lender's own HMDA filing. "vs national" compares with all lenders combined.

10.0%Denial rate (all applications)-7.94 pts vs national
11.7%Denial rate (decided applications)-10.89 pts vs national
74.5%Origination rate+16.50 pts vs national
9.5%Withdrawn by applicant
4.7%Closed for incompleteness
6.25%Median interest rate-0.38 pts vs national
-0.35Median rate spread (pts over APOR)-0.60 pts vs national
$155,000Median loan amount
$4,412Median total loan costs
$141kMedian applicant income
60%Median loan-to-value
0High-cost (HOEPA) loans

How the A grade breaks down

Each component is a percentile rank among 412 home-equity (HELOC) lenders. Higher is better. Components the lender does not report are left out and the weights redistributed.

Approval oddsdecision denial rate, weight 45%

89th11.7% denied

Pricingmedian rate spread over APOR, weight 30%

75th-0.35 pts

Processwithdrawn + incomplete share, weight 15%

42nd14.1%

Closing coststotal loan costs ÷ loan amount, weight 10%

58th2.85% of loan

Trend, 2023–2025

YearApplicationsOriginatedDenial rateDecision denialMedian rateVolume
202313,93710,45610.3%11.9%7.50%$1.9B
202416,93712,40311.6%13.5%7.00%$2.5B
202519,08614,22410.0%11.7%6.25%$3.4B

What Schoolsfirst lends

Applications by purpose and loan type in 2025, with the denial rate for each. A lender's mix explains a lot of its headline rate: HELOCs and FHA loans are denied far more often than conventional purchase loans.

By loan purpose

Home purchase 2,300 12% · 1.9% denied
Refinance 667 3% · 10.3% denied
Cash-out refinance 5,145 27% · 9.5% denied
Home improvement 6,846 36% · 9.7% denied
Other / HELOC 4,128 22% · 15.7% denied

By loan type

Conventional 19,039 100% · 10.0% denied
FHA 47 0% · 21.3% denied

Also: 10,682 home-equity lines, 0 reverse mortgages, 122 manufactured homes, 899 investment properties.

Why Schoolsfirst denies applications

Primary reason reported for each of the 1,917 denials in 2025. Lenders can cite up to four reasons; this is the first one listed.

Debt-to-income ratio 1,186 62%
Credit history 263 14%
Other 233 12%
Collateral 168 9%
Insufficient cash 29 2%
Unverifiable information 25 1%
Incomplete application 7 0%
Employment history 5 0%
Mortgage insurance denied 1 0%

How these reasons compare nationally →

Who gets approved at Schoolsfirst

Decision denial rate by applicant profile. Groups with fewer than 20 applications are omitted.

Applicant incomeApplicationsOriginatedDecision denial rate
Under $50k82432752.3%
$50k – $100k3,8002,56619.7%
$100k – $150k5,5854,2319.5%
$150k – $250k5,9544,7475.8%
Over $250k2,7412,2225.1%
Applicant ageApplicationsOriginatedDecision denial rate
Under 2555369.5%
25–341,6971,18611.4%
35–444,5333,28712.9%
45–545,5104,22311.0%
55–644,1163,06312.0%
65–742,2191,70611.1%
Over 7495672310.7%

Where Schoolsfirst lends

1 states and 55 counties in 2025. Click a state for the lender's full record there.

StateApplicationsOriginatedDenial rateMedian rateRank in state
California19,08614,22410.0%6.25%#7

Frequently asked questions

Schoolsfirst denied 11.7% of the applications it decided on in 2025. The national figure across all lenders was 22.6%. On approval odds it ranks in the 89th percentile of home-equity (HELOC) lenders.

The most common reason Schoolsfirst gave in 2025 was "debt-to-income ratio", cited on 61.9% of its denials. Lenders report up to four reasons per denial to the CFPB; the full breakdown is on this page.

The median interest rate on loans Schoolsfirst originated in 2025 was 6.25%, and its median rate spread over the average prime offer rate was -0.35 points. Rates on this page are what borrowers actually got, not advertised rates.

In 2025, 12% of its applications were for home purchases, 30% for refinancing (including cash-out), and 57% for home improvement or other purposes. By loan type: 100% conventional, 0% FHA, 0% VA.

Every figure on this page comes from the Home Mortgage Disclosure Act (HMDA) Loan/Application Register published by the CFPB, which lenders are required by federal law to file. We add the grade and the comparisons; we do not add facts.

About this data. HMDA data is published once a year by the CFPB. The current release covers applications acted on in calendar year 2025. Figures describe applications the lender acted on, including loans it later sold. Interest rates and costs are medians on originated loans only; some depository institutions are exempt from reporting pricing fields, which is why a few cells read "—". MortgageGrades is not affiliated with Schoolsfirst. Data sources · Methodology