Mortgage Competitors
Name that Chase Originations Partner
Relationship Pricing
Pricing Features and Share
Fun Grab-bag
100

This financial institution, founded in 1852 and known for its iconic stagecoach logo, is one of the largest mortgage lenders in the United States, providing home loans to millions of Americans.

Wells Fargo

100

This partner heads our Purchase Strategy team and is a former SLM

Max Koziol

100

This percentage of loan amount will be the new lowest sized tier for our NNM program as of 1Q25

15%

100

This state has the highest Chase share in the entire United States

New York

100

This Taylor Swift album, released in 2008, won the Grammy Award for Album of the Year, making her the youngest solo winner at the time

Fearless

200

This company, founded in 1986 and headquartered in Pontiac, Michigan, is the largest wholesale mortgage lender in the United States, specializing in providing loan products through mortgage brokers.

United Wholesale Mortgage

200

This partner is the Head of Community & Affordable Lending at JPMorgan Chase 

Cerita Battles

200

A customer with >$1mm of existing D&I with Chase post close will get this much of a rate discount

0.25%

200

Chase Home Lending offers a $2K closing cost benefit in this product, designed to help reduce the financial burden on customers purchasing or refinancing a home with Chase.

VA

200

In this 1999 film, Brad Pitt played the character Tyler Durden, a soap salesman with a rebellious philosophy

Fight Club

300

This bank competitor, known historically for it's international presence, was the 16th highest Retail Mortgage producer as of 2Q24 and is run by one of the only female CEO's on Wall Street

Citi Bank

300

Some people prefer to be the primary lead, but this long time Capital Markets partner prefers to lead the Secondary

Jason Ross

300

Don't have enough cash to get a NNM discount on your new conforming loan before you sell your existing home?  No worries, this program is rolling out in 1Q25 and will allow you to do it up to 30 days after close!

Post Close Agency NNM Program

300

This feature is not to be HLA initiated, but allows customer's rates to float down to the current rate sheet, plus a .375 adder

Renegotiation

300

This river, considered sacred by Hindus, flows through northern India and is the longest river in the country

Ganges River

400
This mortgage company is headquartered in Dallas, Texas, formerly known as Nationstar Mortgage and led by a former Chase HL CEO

Mr. Cooper

400

I'm the MD in Home Lending leading Product, Transformation, and Innovation

Colin McCormick

400

Oh, so you're a big shot client with >$10mm in assets.  Looks like you qualify for this pricing feature that gives you access to the Private Bank's rate sheet

Chase Large Client

400

In November of 2023, the agencies announced the waiver of LLPAs for loans for this subset of buyers with income at or below applicable Area Median Income (AMI) Limits

First-time Home Buyers

400

This plant, commonly associated with Christmas, is known for its bright red and green foliage and is native to Mexico

Poinsettia

500

This privately held mortgage company, founded in 1990 and headquartered in Boca Raton, Florida, is known for its focus on VA and FHA loans

Freedom Mortgage

500

Have a sales practice concern?  Come talk to this ED based in Phoenix

Blair Maki

500

If a client wants a 0.5% off their rate, they would need to bring this percentage of their loan amount in NNM

150%

500

This product garnered the highest overall share percentage in both R/T and C/O during the Sept National Refi Play

C15

500

This NFL team, established in 1920 and originally known as the Decatur Staleys, has won the most games in league history

Chicago Bears