Tolleson Private Bank Mortgage Rates, Fees & Info
DALLAS, TXLEI: 549300LBSJDS5R7PIK62
Tax ID: 11-3647540
Latest/2024 | 2023 Data | 2022 Data | 2021 Data | 2020 Data | 2019 Data | 2018 Data
Jump to:
Mortgage Data
Review & Overview
Tolleson Private Bank is a smaller bank specializing in Home Purchase loans. Tolleson Private Bank has a high proportion of conventional loans. Their top markets by origination volume include: Dallas, Crestview, Los Angeles, New York, and Kerrville among others. We have data for 10 markets. (Some data included below & more in-depth data is available with an active subscription.)Tolleson Private Bank has an above average approval rate when compared to the average across all lenders. They have a below average pick rate when compared to similar lenders. Tolleson Private Bank is typically a low fee lender. (We use the term "fees" to include things like closing costs and other costs incurred by borrowers-- whether they are paid out of pocket or rolled into the loan.) They typically have about average rates.
We show data for every lender and do not change our ratings-- even if an organization is a paid advertiser. Our consensus data does have lag, but it is highly correlated to a lender's rates & fees relative to their markets. This means that if a bank is a low fee/rate lender the past-- chances are they are still one today. Our SimulatedRates™ use advanced statistical techniques to forecast different rates based on a lender's historical data.
Mortgage seekers: Choose your metro area here to explore the lowest fee & rate lenders.
Mortgage professionals: We have various tools to make your lives easier. Contact us to see how we can help with your market research, analytics or advertising needs.
SimulatedRates™Mortgage Type |
Simulated Rate | Simulation Date |
|---|---|---|
| 30 Year Conventional Purchase | 9.50% | 6/16/25 |
| 30 Year Cash-out Refi | 6.04% | 6/16/25 |
| These are simulated rates generated by our proprietary machine learning models. These are not guaranteed by the bank. They are our estimates based on a lender's past behaviors combined with current market conditions. Contact an individual lender for their actual rates. Our models use fixed rate terms for conforming loans, 700+ FICO, 10% down for FHA and 20% for conventional. These are based on consensus, historical data-- not advertised promotional rates. | ||
Tolleson Private Bank Mortgage Calculator
Your Estimates
Estimated Loan Payment: Update the calculator values and click calculate payment!
This is not an official calculator from Tolleson Private Bank. It uses our SimulatedRate™
technology, basic math and reasonable assumptions to calculate mortgage payments derived from our simulations and your inputs.
The default purchase price is the median sales price across the US for 2022Q4, per FRED.
Originations
34Origination Dollar Volume (All Markets)
$50,880,000Top Markets
Zoom/scroll map to see bank's per metro statistics. Subscribers can configure state/metro/county granularity, assorted fields and quantity of results. This map shows top 10 markets in the map viewport, as defined by descending origination volume.
| Market | Originations | Total Value | Average Loan | Average Fees | Average Rate |
|---|---|---|---|---|---|
| Dallas-Fort Worth-Arlington, TX (FHA|USDA|VA) | 25 | $32,465,000 | $1,298,600 | $9,832 | 6.40% |
| CRESTVIEW-FORT WALTON BEACH-DESTIN, FL (FHA|USDA|VA) | 1 | $10,605,000 | $10,605,000 | $0 | 6.25% |
| Los Angeles-Long Beach-Anaheim, CA (FHA|USDA|VA) | 1 | $1,435,000 | $1,435,000 | $0 | 6.25% |
| New York-Newark-Jersey City, NY-NJ-PA (FHA|USDA|VA) | 1 | $1,405,000 | $1,405,000 | $5,186 | 7.00% |
| Kerrville, TX (FHA|USDA|VA) | 1 | $1,255,000 | $1,255,000 | $27,586 | 7.25% |
| DENVER-AURORA-LAKEWOOD, CO (FHA|USDA|VA) | 1 | $1,115,000 | $1,115,000 | $3,435 | 6.25% |
| Athens, TX (FHA|USDA|VA) | 1 | $845,000 | $845,000 | $0 | 6.25% |
| DURHAM-CHAPEL HILL, NC (FHA|USDA|VA) | 1 | $695,000 | $695,000 | $3,022 | 5.75% |
| SAN ANTONIO-NEW BRAUNFELS, TX (FHA|USDA|VA) | 1 | $585,000 | $585,000 | $5,465 | 6.50% |
| Forest City, NC (FHA|USDA|VA) | 1 | $475,000 | $475,000 | $2,603 | 6.25% |
Product Mix
| Loan Type | Originations | Total Value | Avg. Loan | Avg. Fees | Avg. Rate |
|---|---|---|---|---|---|
| Conventional | 34 | $50,880,000 | $1,496,471 | $9,429 | 6.40% |
For 2023, Tolleson Private Bank's most frequently originated type of loan was Conventional, with 34 originations.
Loan Reason
For 2023, Tolleson Private Bank's most frequently cited loan purpose was Home Purchase, with 27 originations. The 2nd most popular reason was Home Improvement, with 3 originations.
Loan Duration/Length
For 2023, Tolleson Private Bank's most frequently cited loan duration was 10 Year, with 22 originations. The 2nd most popular length was 30 Year, with 8 originations.
Origination Fees/Closing Costs
| Origination Fee/Closing Cost | Originations | Total Value | Average Loan |
|---|---|---|---|
| $<1k | 25 | $29,135,000 | $1,165,400 |
| $5k+ | 4 | $5,070,000 | $1,267,500 |
Tolleson Private Bank's average total fees were $5,000, while their most frequently occuring range of origination fees (closing costs) were in the $<1k bucket, with 25 originations.
Interest Rates
| Loan Rate | Originations | Total Value | Average Loan |
|---|---|---|---|
| 6-7% | 24 | $39,290,000 | $1,637,083 |
| 5-6% | 5 | $2,635,000 | $527,000 |
| 7-8% | 4 | $6,270,000 | $1,567,500 |
| 2.5-3% | 1 | $2,685,000 | $2,685,000 |
During 2023, Tolleson Private Bank's average interest rate for loans was 6.03%, while their most frequently originated rate bucket for loans was 6-7%, with 24 originations.
Loan Sizing
2023 saw Tolleson Private Bank place emphasis on $1MM+ loans with 16 originations, totaling $40,910,000 in origination value.
Applicant Income
Tolleson Private Bank lent most frequently to those with incomes in the $250k+ range, with 10 originations. The second most popular income band? $150k-250k, with 5 originations.
Applicant Debt to Income Ratio
Tolleson Private Bank lent most frequently to those with DTI ratios of 20-30%, with 6 originations. The next most common DTI ratio? 39%, with 4 originations.
Ethnicity Mix
Approval Rates
Total approvals of all applications93.02%
Tolleson Private Bank has an average approval rate.
Pick Rate
Approvals leading to origination82.35%
Tolleson Private Bank has a below average pick rate.
Points and Fees
| Points | Originations | Total Value | Average Loan |
|---|---|---|---|
| NA | 34 | $50,880,000 | $1,496,471 |