The Tax Lady · California · 2025

The Tax Lady in California: approval rate, denial rate and rates (2025)

The Tax Lady took 365 mortgage applications in California in 2025, ranking #297 of 1,147 lenders active in the state. It originated 62.2% of them and denied 26.0% (29.5% of the applications it decided), against a statewide denial rate of 17.4%.

365Applicationsin CA
29.5%Decision denial ratestate 22.4%
6.49%Median ratestate 6.63%
$155,000Median loanstate $385,000
$82MVolume13 counties

The Tax Lady in California vs the state

26.0%Denial rate+8.61 pts vs state
29.5%Decision denial rate+7.10 pts vs state
62.2%Origination rate+5.99 pts vs state
6.49%Median rate-0.13 pts vs state
0.16Rate spread (pts)-0.11 pts vs state
$112kMedian applicant income
227Loans originated
95Denied

Trend in California

YearApplicationsOriginatedDenial rateMedian rateRank in state
202356335422.4%5.88%#206
202442923029.1%6.75%#266
202536522726.0%6.49%#297

What The Tax Lady lends in California

By loan purpose

Home purchase 82 22% · 7.3% denied
Refinance 23 6% · 17.4% denied
Cash-out refinance 90 25% · 12.2% denied
Home improvement 52 14% · 42.3% denied
Other / HELOC 118 32% · 44.1% denied

By loan type

Conventional 360 99% · 25.8% denied
FHA 5 1% · 40.0% denied

Why it denied California applicants

Debt-to-income ratio 64 67%
Unverifiable information 9 9%
Credit history 7 7%
Collateral 7 7%
Incomplete application 3 3%
Insufficient cash 2 2%
Other 2 2%
Employment history 1 1%

Where in California

Counties with the most The Tax Lady applications in 2025.

CountyApplicationsOriginatedDeniedDenial rate
Riverside County 30318878 25.7%
San Bernardino County 28167 25.0%
Los Angeles County 12111 8.3%
Imperial County 817 87.5%
Orange County 550 0.0%
San Diego County 220 0.0%
Humboldt County 110 0.0%
Alameda County 110 0.0%
San Joaquin County 100 0.0%
Contra Costa County 101 100.0%

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: 365 applications in 2025, of which 227 were originated and 95 denied.

26.0% of all applications, or 29.5% of the applications it actually decided on. The California statewide average across all lenders was 17.4%.

The median rate on loans The Tax Lady originated in California in 2025 was 6.49%, against a statewide median of 6.63%.

About this data. Figures are The Tax Lady'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