Retention champions in Alabama in 2026, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 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 | Zane Broadhead | 1666962 | FIRSTBANK | 472433 | Clanton, AL | $3.6M | 8 | 61.5% |
| #5 | Brianne Shores | 1656471 | FIRSTBANK | 472433 | Fairhope, AL | $2.8M | 8 | 36.4% |
| #5 | Rutherford Yeates | 2096232 | Assurance Financial Group, L.L.C. | 70876 | Mountain Brk, AL | $2.4M | 8 | 57.1% |
| #5 | Stancey Poole | 1546985 | Ameris Bank | 408099 | Dothan, AL | $1.3M | 8 | 61.5% |
| #5 | Kimberly Skipper | 555620 | Union Home Mortgage Corp. | 2229 | Vestavia, AL | $1.7M | 8 | 72.7% |
| #5 | Giorghia Kelley | 1790584 | Edge Home Finance, LLC | 891464 | Gulf Shores, AL | $2.6M | 8 | 53.3% |
| #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% |
| #13 | Barbara Gaston | 818724 | Assurance Financial Group, L.L.C. | 70876 | Florence, AL | $1.4M | 7 | 50.0% |
| #13 | Adam Coe | 1198188 | Regions Bank | 174490 | Birmingham, AL | $5.6M | 7 | 63.6% |
| #13 | Shelley Faulkner | 470443 | Guild Mortgage Company LLC | 3274 | Prattville, AL | $1.4M | 7 | 53.8% |
| #13 | Melissa Butler | 1105708 | NORTH ALABAMA MORTGAGE, INC. | 200711 | Huntsville, AL | $2.3M | 7 | 35.0% |
| #13 | Matte McKee-Blackham | 1635683 | ALABAMA HOME MORTGAGE LOANS INC | 1586368 | Alexander City, AL | $3.6M | 7 | 50.0% |
| #13 | Phillip Lee | 664139 | Pinnacle Bank | 418535 | Jasper, AL | $1.9M | 7 | 53.8% |
| #13 | Diana Will | 1740691 | TJC Mortgage, Inc. | 2239 | Hoover, AL | $2.3M | 7 | 28.0% |
| #13 | Joshua Barnes | 699708 | Canopy Mortgage, LLC | 1359687 | Huntsville, AL | $1.7M | 7 | 22.6% |
| #13 | Ashley Templeton | 229448 | MidTown Mortgage Company, LLC | 1249468 | Huntsville, AL | $2.4M | 7 | 63.6% |
| #13 | Joshua Butler | 286233 | SouthState Bank, N.A. | 403455 | Huntsville, AL | $5.5M | 7 | 36.8% |
| #13 | GEORGE MCABEE | 196893 | Southern Fidelity Mortgage Group of Huntsville | 207432 | Huntsville, AL | $2.8M | 7 | 43.8% |
| #13 | Brian Hamaker | 295336 | NORTH ALABAMA MORTGAGE, INC. | 200711 | Huntsville, AL | $2.4M | 7 | 46.7% |
| #13 | Robert Smith | 222947 | Edge Home Finance, LLC | 891464 | Foley, AL | $3.4M | 7 | 38.9% |
| #13 | Carl Douglas | 364631 | Union Home Mortgage Corp. | 2229 | Vestavia, AL | $2.9M | 7 | 63.6% |
| #27 | John Marbury | 740833 | SouthState Bank, N.A. | 403455 | Birmingham, AL | $4.9M | 6 | 54.5% |
| #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 | jody brant | 189545 | First Lenders Mortgage Corporation | 189527 | Albertville, AL | $2.7M | 6 | 27.3% |
| #27 | Brandi Angus | 188587 | Southwest Funding, LP | 32139 | Rogersville, AL | $1.7M | 6 | 60.0% |
| #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 | Alfred Newell | 555619 | 4C Mortgage, Inc. | 2661962 | Vestavia, AL | $2.1M | 6 | 21.4% |
| #27 | Adam Snable | 203825 | Guild Mortgage Company LLC | 3274 | Mountain Brk, AL | $1.4M | 6 | 24.0% |
| #27 | Michelle Kirkpatrick | 1411363 | Century Bank | 403025 | Mobile, AL | $2.0M | 6 | 50.0% |
| #37 | Raven Green | 1833267 | LEGACY COMMUNITY FEDERAL CREDIT UNION | 630374 | Birmingham, AL | $517K | 5 | 38.5% |
| #37 | Joel Gardner | 1090818 | SouthState Bank, N.A. | 403455 | — | $1.2M | 5 | 27.8% |
| #37 | Howard Russell | 500737 | Redstone Federal Credit Union | 403363 | Huntsville, AL | $870K | 5 | 38.5% |
| #37 | Aaron Jensen | 2028734 | NFM Lending, LLC | 2893 | Fairhope, AL | $1.4M | 5 | 41.7% |
| #37 | Joel Keith | 1861972 | Southern Fidelity Mortgage Group of Huntsville | 207432 | Huntsville, AL | $2.4M | 5 | 19.2% |
| #37 | Brandon Reed | 2055721 | Local Bank | 826648 | Daphne, AL | $2.0M | 5 | 20.0% |
| #37 | Jeffrey Roquet | 1796010 | Classic Home Mortgage, Inc. | 206004 | Hoover, AL | $2.0M | 5 | 38.5% |
| #37 | Joline Beedy | 546268 | Regions Bank | 174490 | Fairhope, AL | $1.8M | 5 | 50.0% |
| #37 | Jeffrey Henderson | 643045 | Method Mortgage, LLC | 85408 | Vestavia, AL | $2.1M | 5 | 33.3% |
| #37 | Tammy Watley | 491828 | Union Home Mortgage Corp. | 2229 | Mobile, AL | $1.0M | 5 | 50.0% |
| #37 | Helga James | 84212 | Barr Group, Inc. | 74355 | Gulf Shores, AL | $2.0M | 5 | 25.0% |
| #37 | Casey Parsons | 1615531 | Guild Mortgage Company LLC | 3274 | Mountain Brk, AL | $999K | 5 | 35.7% |
| #37 | JEFF COVIN | 184939 | PRESIDENTIAL BANK, FSB | 421593 | Peachtree City, GA | $521K | 5 | 25.0% |
| #37 | JAMES TURNER | 398058 | Renasant Bank | 402669 | Mobile, AL | $651K | 5 | 41.7% |
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 (2026). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/alabama/top-retention-by-units/2026
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