Valley Financial Credit Union

Billings, MT

Valley Financial Credit Union processed 474 mortgage applications in 2024 per HMDA data reported to the Consumer Financial Protection Bureau (CFPB), originating 363 loans with a 17.1% denial rate. Home Improvement was the primary loan purpose. Based in Billings, MT. The approval rate of 76.6% reflects originated loans as a share of all applications. Below you will find a breakdown by loan type, loan purpose, denial reasons, and demographic lending patterns as required by the Home Mortgage Disclosure Act.

Portfolio scale. Valley Financial Credit Union processed 474 HMDA-reported mortgage applications in 2024, originating 363 loans and denying 81 for a denial rate of 17.1% (applicants themselves withdrew 3 files before a decision). The average loan amount was $163,692 at a 7.463% average note rate, and applicants self-reported an average income of $33,000. The lender reports under LEI 549300E57105E8PDY082 from Billings, MT.

Why approval and denial rates diverge. Approval (origination) rate and denial rate do not sum to 100% — HMDA records several outcomes beyond approved-and-funded, including files that were approved but not accepted by the applicant, withdrawn, or closed for incompleteness. Valley Financial Credit Union's 76.6% origination rate tells you how often an application turned into funded money; the 17.1% denial rate is a separate read on underwriting strictness. The most frequently cited denial reasons in this file were Debt-to-income ratio, Credit history, Collateral, which together explain the majority of rejections. Most activity concentrated in Conventional loans (472 applications).

How to read this page. These figures are aggregate HMDA disclosures — they describe this lender's overall 2024 book, not your individual odds. Approval and denial rates are shaped by the applicant mix a lender actually receives: credit profile, loan-to-value, debt-to-income, property type, and geography. A lower denial rate at one lender versus another does not necessarily mean easier underwriting — it often reflects borrower self-selection and loan-product specialization. This page is informational data reporting, not financial, legal, or mortgage advice. Compare multiple lenders, read your Loan Estimate carefully, and consult a licensed mortgage professional before applying. Data reflects 2024 disclosures published by the CFPB in 2025.

474
Applications
363
Originated
17.1%
Denial Rate
$163,692
Avg Loan Amount
Avg Interest Rate: 7.463% Avg Applicant Income: $33,000

Lending Activity

Type Applications Originated Denied Avg Loan
Conventional 472 363 80 $163,136
FHA 1 0 1 $165,000
VA 1 0 0 $425,000

Top loan types — Valley Financial Credit Union

Top loan types — Valley Financial Credit Union Horizontal bar chart of the top 3 items by value (applications). Top loan types — Valley Financial Credit Union Top 3 1. Conventional 472 2. FHA 1 3. VA 1 Top 5 loan types by application volume at Valley Financial Credit Union (HMDA 2023). Source: CFPB HMDA loan/application register.

Source: CFPB Home Mortgage Disclosure Act (HMDA) loan/application register HMDA 2023 LAR — application-level mortgage data for Valley Financial Credit Union (LEI: 549300E57105E8PDY082) · 2023 HMDA reports filed annually; covers applications received during the calendar year. Approval rates exclude withdrawn / incomplete applications. Denial reasons are lender-reported.

Denial Analysis

Debt-to-income ratio
44
Credit history
41
Collateral
5
Employment history
2
Other
1
Insufficient cash
1

Loan Purpose Breakdown

Purpose Applications Originated Avg Loan
Home Improvement 152 124 $85,789
Cash-out Refinancing 147 102 $123,299
Home Purchase 144 110 $259,653
Refinancing 16 12 $140,000
Other 15 15 $453,000

Geographic Coverage — Lending by Race

Derived race categories as reported under HMDA. Source: CFPB.

Race Applications Approval Rate Denial Rate
White 391 75.5% 18.4%
Joint 8 62.5% 12.5%
American Indian or Alaska Native 4 0.0% 75.0%
Asian 2 50.0% 50.0%
Black or African American 2 50.0% 0.0%
Native Hawaiian or Other Pacific Islander 2 50.0% 50.0%
2 or more minority races 1 0.0% 100.0%

Lending by Ethnicity

Hispanic/Latino is an ethnicity, not a race. Shown separately per U.S. Census Bureau standards.

Ethnicity Applications Approval Rate Denial Rate
Not Hispanic or Latino 398 74.6% 18.8%
Hispanic or Latino 9 66.7% 11.1%
Joint 2 50.0% 50.0%

Nearby Lenders in MT

Other HMDA-reporting lenders in MT with similar activity. Compare any two side-by-side.

Mortgage Lending Guides

Frequently Asked Questions

How many mortgage applications did Valley Financial Credit Union process?
Valley Financial Credit Union processed 474 mortgage applications in the 2023 HMDA reporting year. Of these, 363 were originated (approved and funded), 3 were withdrawn by the applicant, and 81 were denied.
What is Valley Financial Credit Union's mortgage approval rate?
Valley Financial Credit Union has an approval (origination) rate of 76.6%, meaning 76.6% of all applications resulted in a funded mortgage. The denial rate is 17.1%.
What is the average loan amount at Valley Financial Credit Union?
The average mortgage loan amount at Valley Financial Credit Union is $163,692. The average interest rate is 7.463%. The average applicant income is $33,000.
What are the most common reasons for mortgage denial at Valley Financial Credit Union?
The most common reasons for mortgage denial at Valley Financial Credit Union are: Debt-to-income ratio, Credit history, Collateral. In total, 81 applications were denied out of 474 total applications.
What types of mortgage loans does Valley Financial Credit Union offer?
Valley Financial Credit Union processes Conventional, FHA, VA loans. The most common type is Conventional with 472 applications and an average loan amount of $163,136.
What loan purposes does Valley Financial Credit Union serve?
Valley Financial Credit Union serves the following loan purposes: Home Improvement (152 applications), Cash-out Refinancing (147 applications), Home Purchase (144 applications), Refinancing (16 applications), Other (15 applications). Home Improvement is the most common purpose.
Where is Valley Financial Credit Union located?
Valley Financial Credit Union is headquartered in Billings, MT. The lender is identified by LEI 549300E57105E8PDY082 in HMDA data.
How does Valley Financial Credit Union compare in lending across racial demographics?
Valley Financial Credit Union reports demographic lending data under HMDA requirements. White applicants have an approval rate of 75.5% and denial rate of 18.4%; Joint applicants have an approval rate of 62.5% and denial rate of 12.5%; American Indian or Alaska Native applicants have an approval rate of 0.0% and denial rate of 75.0%. This data reflects derived race categories as reported by applicants.

Data Sources

Data as of 2024. Source: Consumer Financial Protection Bureau (CFPB), Home Mortgage Disclosure Act (HMDA) 2024 Snapshot.

Data from FFIEC / CFPB HMDA 2024 Snapshot National Loan-Level Dataset. Demographic data reflects derived categories as reported by applicants. Denial rates include all application outcomes. This data is provided for informational purposes only.