Stifel Bank and Trust · California · 2025

Stifel Bank and Trust in California: approval rate, denial rate and rates (2025)

Stifel Bank and Trust took 414 mortgage applications in California in 2025, ranking #283 of 1,147 lenders active in the state. It originated 87.9% of them and denied 1.5% (1.6% of the applications it decided), against a statewide denial rate of 17.4%.

414Applicationsin CA
1.6%Decision denial ratestate 22.4%
6.00%Median ratestate 6.63%
$655,000Median loanstate $385,000
$367MVolume35 counties

Stifel Bank and Trust in California vs the state

1.5%Denial rate-15.97 pts vs state
1.6%Decision denial rate-20.84 pts vs state
87.9%Origination rate+31.72 pts vs state
6.00%Median rate-0.63 pts vs state
0.03Rate spread (pts)-0.25 pts vs state
$390kMedian applicant income
364Loans originated
6Denied

Trend in California

YearApplicationsOriginatedDenial rateMedian rateRank in state
20232892502.4%6.25%#292
20243132811.0%6.38%#299
20254143641.5%6.00%#283

What Stifel Bank and Trust lends in California

By loan purpose

Home purchase 178 43% · 0.0% denied
Refinance 62 15% · 1.6% denied
Cash-out refinance 36 9% · 0.0% denied
Home improvement 1 0% · 0.0% denied
Other / HELOC 137 33% · 3.7% denied

By loan type

Conventional 413 100% · 1.5% denied
FHA 1 0% · 0.0% denied

Why it denied California applicants

Collateral 4 67%
Debt-to-income ratio 2 33%

Where in California

Counties with the most Stifel Bank and Trust applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Los Angeles County 106952 1.9%
San Diego County 43350 0.0%
Orange County 38361 2.6%
Riverside County 34280 0.0%
San Francisco County 20162 10.0%
Sonoma County 19190 0.0%
Marin County 15140 0.0%
Ventura County 1490 0.0%
Placer County 13100 0.0%
Santa Clara County 1090 0.0%

Other large lenders in California

LenderGradeApplicationsDenial rateMedian rate
United Shore Financial ServicesB 79,26112.6%6.49%
Rocket MortgageC 58,92517.6%6.75%
Bank of AmericaF 40,19030.8%5.99%
U.S. BankD 32,49331.6%6.50%
JPMorgan Chase BankB 22,0489.7%6.13%
Spring EqD 21,60150.8%8.88%
SchoolsfirstA 19,08610.0%6.25%
Pennymac Loan ServicesC 18,75413.5%6.50%
NewrezD 17,00019.3%6.63%
Loandepot.ComD 16,64518.7%6.63%

Frequently asked questions

California: 414 applications in 2025, of which 364 were originated and 6 denied.

1.5% of all applications, or 1.6% of the applications it actually decided on. The California statewide average across all lenders was 17.4%.

The median rate on loans Stifel Bank and Trust originated in California in 2025 was 6.00%, against a statewide median of 6.63%.

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