Retention champions in Alabama in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 9, 2026, the top 3 include Dudley Robinson (Bay Mortgage Corporation, NMLS #206761), Ethan Green (Cahaba Hills Mortgage LLC, NMLS #1579404), and Justin Petrusson (TowneBank, NMLS #351335).
Updated · Recorded mortgage transactions typically appear in this dataset approximately 22 days after the recording date.
| Rank | Loan officer | LO NMLS | Current Lender / Broker | Lender NMLS | Location | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Dudley Robinson | 206761 | Bay Mortgage Corporation | 206821 | Fairhope, AL | $5.7M | 15 | 35.7% |
| #2 | Ethan Green | 1579404 | Cahaba Hills Mortgage LLC | 2651636 | Birmingham, AL | $3.8M | 11 | 61.1% |
| #3 | Justin Petrusson | 351335 | TowneBank | 512138 | Birmingham, AL | $2.5M | 10 | 28.6% |
| #4 | Justin Drake | 110999 | Prosperity Home Mortgage, LLC | 75164 | Birmingham, AL | $2.2M | 9 | 25.7% |
| #5 | Giorghia Kelley | 1790584 | Edge Home Finance, LLC | 891464 | Gulf Shores, AL | $2.6M | 8 | 53.3% |
| #5 | Stancey Poole | 1546985 | Ameris Bank | 408099 | Dothan, AL | $1.3M | 8 | 61.5% |
| #5 | Rutherford Yeates | 2096232 | Assurance Financial Group, L.L.C. | 70876 | Mountain Brk, AL | $2.4M | 8 | 57.1% |
| #5 | Brianne Shores | 1656471 | FIRSTBANK | 472433 | Fairhope, AL | $2.8M | 8 | 36.4% |
| #5 | Richard Hampton | 2012651 | Cornerstone First Mortgage, LLC | 173855 | Orange Beach, AL | $7.1M | 8 | 72.7% |
| #5 | Kimberly Moon | 542672 | FIRSTBANK | 472433 | Huntsville, AL | $2.8M | 8 | 25.0% |
| #5 | Kimberly Skipper | 555620 | Union Home Mortgage Corp. | 2229 | Vestavia, AL | $1.7M | 8 | 72.7% |
| #5 | Zane Broadhead | 1666962 | FIRSTBANK | 472433 | Clanton, AL | $3.6M | 8 | 61.5% |
| #13 | Robert Smith | 222947 | Edge Home Finance, LLC | 891464 | Foley, AL | $3.4M | 7 | 38.9% |
| #13 | Adam Coe | 1198188 | Regions Bank | 174490 | Birmingham, AL | $5.6M | 7 | 63.6% |
| #13 | Joshua Butler | 286233 | SouthState Bank, N.A. | 403455 | Huntsville, AL | $5.5M | 7 | 36.8% |
| #13 | Diana Will | 1740691 | TJC Mortgage, Inc. | 2239 | Hoover, AL | $2.3M | 7 | 28.0% |
| #13 | Phillip Lee | 664139 | Pinnacle Bank | 418535 | Jasper, AL | $1.9M | 7 | 53.8% |
| #13 | Brian Hamaker | 295336 | NORTH ALABAMA MORTGAGE, INC. | 200711 | Huntsville, AL | $2.4M | 7 | 46.7% |
| #13 | Carl Douglas | 364631 | Union Home Mortgage Corp. | 2229 | Vestavia, AL | $2.9M | 7 | 63.6% |
| #13 | Melissa Butler | 1105708 | NORTH ALABAMA MORTGAGE, INC. | 200711 | Huntsville, AL | $2.3M | 7 | 35.0% |
| #13 | Barbara Gaston | 818724 | Assurance Financial Group, L.L.C. | 70876 | Florence, AL | $1.4M | 7 | 50.0% |
| #13 | Matte McKee-Blackham | 1635683 | ALABAMA HOME MORTGAGE LOANS INC | 1586368 | Alexander City, AL | $3.6M | 7 | 50.0% |
| #13 | Joshua Barnes | 699708 | Canopy Mortgage, LLC | 1359687 | Huntsville, AL | $1.7M | 7 | 22.6% |
| #13 | GEORGE MCABEE | 196893 | Southern Fidelity Mortgage Group of Huntsville | 207432 | Huntsville, AL | $2.8M | 7 | 43.8% |
| #13 | Shelley Faulkner | 470443 | Guild Mortgage Company LLC | 3274 | Prattville, AL | $1.4M | 7 | 53.8% |
| #13 | Ashley Templeton | 229448 | MidTown Mortgage Company, LLC | 1249468 | Huntsville, AL | $2.4M | 7 | 63.6% |
| #27 | Michelle Kirkpatrick | 1411363 | Century Bank | 403025 | Mobile, AL | $2.0M | 6 | 50.0% |
| #27 | Tracy Causey | 645329 | Guaranteed Rate, Inc. | 2611 | Trussville, AL | $581K | 6 | 42.9% |
| #27 | Mark Kent | 220383 | Southern Fidelity Mortgage Group of Huntsville | 207432 | Huntsville, AL | $3.1M | 6 | 24.0% |
| #27 | Adam Snable | 203825 | Guild Mortgage Company LLC | 3274 | Mountain Brk, AL | $1.4M | 6 | 24.0% |
| #27 | jody brant | 189545 | First Lenders Mortgage Corporation | 189527 | Albertville, AL | $2.7M | 6 | 27.3% |
| #27 | Tyler Huston | 2247801 | Barrett Financial Group, L.L.C. | 181106 | Mobile, AL | $1.9M | 6 | 60.0% |
| #27 | Frederick Stearns | 196916 | Fairway Independent Mortgage Corporation | 2289 | Birmingham, AL | $1.6M | 6 | 37.5% |
| #27 | John Marbury | 740833 | SouthState Bank, N.A. | 403455 | Birmingham, AL | $4.9M | 6 | 54.5% |
| #27 | Alfred Newell | 555619 | 4C Mortgage, Inc. | 2661962 | Vestavia, AL | $2.1M | 6 | 21.4% |
| #27 | Brandi Angus | 188587 | Southwest Funding, LP | 32139 | Rogersville, AL | $1.7M | 6 | 60.0% |
| #37 | JAMES TURNER | 398058 | Renasant Bank | 402669 | Mobile, AL | $651K | 5 | 41.7% |
| #37 | Brandon Reed | 2055721 | Local Bank | 826648 | Daphne, AL | $2.0M | 5 | 20.0% |
| #37 | Raven Green | 1833267 | LEGACY COMMUNITY FEDERAL CREDIT UNION | 630374 | Birmingham, AL | $517K | 5 | 38.5% |
| #37 | Aaron Jensen | 2028734 | NFM Lending, LLC | 2893 | Fairhope, AL | $1.4M | 5 | 41.7% |
| #37 | Sharon Thompson | 144797 | Fairway Independent Mortgage Corporation | 2289 | Foley, AL | $1.2M | 5 | 50.0% |
| #37 | Jeffrey Henderson | 643045 | Method Mortgage, LLC | 85408 | Vestavia, AL | $2.1M | 5 | 33.3% |
| #37 | Michael Weber | 219982 | Thrive Lending LLC | 2191014 | Vestavia Hills, AL | $1.8M | 5 | 17.9% |
| #37 | Jeffrey Roquet | 1796010 | Classic Home Mortgage, Inc. | 206004 | Hoover, AL | $2.0M | 5 | 38.5% |
| #37 | Helga James | 84212 | Barr Group, Inc. | 74355 | Gulf Shores, AL | $2.0M | 5 | 25.0% |
| #37 | Joline Beedy | 546268 | Regions Bank | 174490 | Fairhope, AL | $1.8M | 5 | 50.0% |
| #37 | Howard Russell | 500737 | Redstone Federal Credit Union | 403363 | Huntsville, AL | $870K | 5 | 38.5% |
| #37 | JEFF COVIN | 184939 | PRESIDENTIAL BANK, FSB | 421593 | Peachtree City, GA | $521K | 5 | 25.0% |
| #37 | Joel Gardner | 1090818 | SouthState Bank, N.A. | 403455 | — | $1.2M | 5 | 27.8% |
| #37 | Casey Parsons | 1615531 | Guild Mortgage Company LLC | 3274 | Mountain Brk, AL | $999K | 5 | 35.7% |
These rankings are powered by MMI's nationwide residential mortgage public record dataset. MMI collects mortgage transaction data from recording jurisdictions across the United States, with an average data latency of approximately 22 days from the recording date.
Transactions are matched to NMLS identifiers for loan officers, lenders, and brokers where applicable. MMI then deduplicates, normalizes, and validates this data to create an authoritative mortgage production dataset that powers MMI's analytics, recruiting, marketing, and intelligence products.
Rankings reflect recorded mortgage transactions available to MMI at the time of the last data refresh. Recent activity may continue to update as additional transactions are recorded and processed.
TopMortgageOriginators.com. Retention Champions by Loan Count — Alabama. Powered by MMI public record mortgage production data, accessed October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/alabama/top-retention-by-units
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