What’s inside

1) Editorial Principles

Total Cost FirstWe surface lifetime value after fees, not teaser rates.
Real-World FitWe judge flexibility, caps, and friction, not just specs.
Reader-FirstClarity, fairness, and safety beat hype, always.

Editorial choices are not for sale. Partner links never change our rankings or reviews.

2) Scoring Framework

Each product earns a category-specific score (0–100). We weight factors by how much they affect real users’ outcomes. Scores roll up into an overall rating used in comparisons and “Best” lists.

Generic weighting ranges by product type
DimensionDescriptionTypical Weight
Cost / YieldAPR, fees, redemption value, APY, min balance.40–60%
Eligibility & AccessApproval odds, pre-qual, minimums, geography.10–20%
Usability & FlexibilityCaps, restrictions, portability, mobile UX.10–20%
Perks & ProtectionsInsurance, warranties, travel perks, extras.5–15%
Transparency & ServiceDisclosures, support, dispute process.5–10%

We may adjust weights for specific “Best for…” lists (e.g., balance transfers emphasize intro APR and fees).

3) Credit Card Criteria

FactorHow we assessWeight
APR & Intro OffersPurchase/BT APR ranges; intro duration; balance transfer fee.25%
Rewards ValueEarning rates by category; caps; point cash value; breakage risk.25%
FeesAnnual, foreign, late, returned payment fees; waiver policies.15%
EligibilityPre-qualification availability; required credit tiers; issuer rules.10%
Perks & ProtectionsTravel insurance, purchase protection, extended warranty, lounge, partners.10%
UsabilityRedemption options, transfer partners, minimums, app experience.10%
TransparencyClear disclosures, accessible Schumer boxes, fees shown upfront.5%

We compute an estimated annual value for typical spender profiles to compare rewards vs. fees.

4) Loan Criteria (Personal/Auto/Business/Mortgage)

FactorHow we assessWeight
APR & Total CostRate ranges by credit tier; origination/prepayment fees; representative examples.40%
Eligibility & FundingCredit tiers, DTI, income docs; pre-qual (soft check); funding speed.20%
Term FlexibilityAvailable tenors, early payoff policies, hardship options.15%
TransparencyRate/fee disclosure upfront; state availability; clear repayment schedule.15%
Support & ReputationServicer track record, complaint patterns, assistance channels.10%

Pre-qualification is typically a soft inquiry; full applications may include a hard inquiry.

5) Savings, MMAs & CDs Criteria

FactorHow we assessWeight
APY / YieldAdvertised APY; compounding; historical competitiveness.45%
Fees & MinimumsMonthly fees, min balance, early-withdrawal penalties (CDs).20%
Access & LimitsACH speed, ATM access, transfer caps, mobile deposit.15%
Insurance & SafetyFDIC/NCUA status, bank health indicators.10%
Transparency & UXClear disclosures, rate disclaimers, app/web experience.10%

6) Data Sources & Verification

  • Primary: Official issuer/lender disclosures, Schumer boxes, rate sheets, terms pages.
  • Regulatory: Publicly available regulatory guidance and issuer notices where relevant.
  • Testing: Hands-on flow checks (pre-qual, redemption, app UX) when feasible.
  • Cross-checks: Support docs, fee schedules, and product announcements.

We archive key screenshots/terms and re-verify before major list updates.

7) Update Cadence

  • Core lists: Reviewed at least monthly and upon major rate/promo changes.
  • Card & loan pages: Spot updates when APRs/fees/terms change.
  • Savings rates: Monitored regularly due to market volatility.

If you spot an error or outdated term, please contact us. We respond quickly.

8) Independence & Disclosures

We may earn commissions from partner links (rel="sponsored nofollow"). Commissions never influence our ratings or product picks. When a product ranks highly, it’s because our criteria show it offers strong value for the intended user.

  • Labeling: Sponsored/affiliate links are clearly labeled.
  • Separation: Editorial and commercial operations are separated.
  • Conflicts: Authors disclose any material conflicts; conflicted contributors won’t rate those products.

9) Feedback, Corrections & User Input

We welcome corrections and user experiences that affect our assessments. Send feedback via our contact form. Substantive corrections are timestamped in the changelog below.

Changelog
  • — Initial publication of unified methodology.

10) Glossary

APR: Annual Percentage Rate including fees/interest. APY: Annual Percentage Yield including compounding. Pre-qual: Non-binding soft inquiry estimate. Hard pull: Credit bureau inquiry that may temporarily reduce score. Schumer box: Standardized credit card cost disclosure.