Retention champions in Arizona 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 July 7, 2026, the top 3 include Christopher Leon (CrossCountry Mortgage, LLC, NMLS #854517), Gerald Sundt (CrossCountry Mortgage, LLC, NMLS #168111), and Matthew Oliver (LUND MORTGAGE TEAM, INC., NMLS #169890).
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 | Christopher Leon | 854517 | CrossCountry Mortgage, LLC | 3029 | Sierra Vista, AZ | $19.2M | 63 | 74.1% |
| #2 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $19.9M | 56 | 66.7% |
| #3 | Matthew Oliver | 169890 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $10.9M | 31 | 44.9% |
| #4 | Paul Volpe | 48278 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $14.5M | 29 | 49.2% |
| #5 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $11.5M | 27 | 46.6% |
| #5 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $9.4M | 27 | 58.7% |
| #7 | Melissa Figueroa | 214460 | Guild Mortgage Company LLC | 3274 | Gilbert, AZ | $9.6M | 26 | 72.2% |
| #8 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $20.5M | 22 | 45.8% |
| #8 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $8.9M | 22 | 78.6% |
| #8 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $10.2M | 22 | 73.3% |
| #11 | Evan Einhorn | 1085589 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $10.9M | 20 | 74.1% |
| #11 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $6.9M | 20 | 51.3% |
| #11 | Robert Purvis | 199836 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $8.2M | 20 | 57.1% |
| #14 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $6.8M | 19 | 47.5% |
| #14 | Elizabeth Irvine | 260183 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $7.3M | 19 | 29.2% |
| #16 | IRIS ZHAO | 318542 | EWU LENDING LLC | 1762430 | Tempe, AZ | $7.4M | 18 | 66.7% |
| #17 | Randall Bongard | 832622 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $7.3M | 17 | 44.7% |
| #17 | Christopher Hallows | 306345 | Ark-La-Tex Financial Services, LLC | 2143 | Flagstaff, AZ | $8.1M | 17 | 58.6% |
| #19 | Dominic Mancini | 27586 | Guaranteed Rate, Inc. | 2611 | Scottsdale, AZ | $6.8M | 16 | 72.7% |
| #19 | Kelsey Marquardt | 905636 | Guaranteed Rate, Inc. | 2611 | Scottsdale, AZ | $6.6M | 16 | 53.3% |
| #19 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $8.5M | 16 | 25.4% |
| #19 | Jason Smith | 210839 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $6.4M | 16 | 25.4% |
| #19 | STEVEN LEMMONS | 270866 | Fairway Independent Mortgage Corporation | 2289 | Tucson, AZ | $6.5M | 16 | 61.5% |
| #24 | Christine McConnell | 640502 | NATIONS LENDING CORPORATION | 32416 | Scottsdale, AZ | $7.0M | 15 | 65.2% |
| #24 | REETU MITTAL | 1815106 | VEMA MORTGAGE LLC | 1019911 | Scottsdale, AZ | $8.5M | 15 | 51.7% |
| #24 | CARISA WINKLEPLECK | 234596 | Acrisure Mortgage, LLC | 152859 | Chandler, AZ | $7.7M | 15 | 31.3% |
| #27 | Kelley Sanders | 247484 | Guild Mortgage Company LLC | 3274 | Lakeside, AZ | $3.5M | 14 | 82.4% |
| #27 | Melinda Diebolt | 690792 | Prosperity Home Mortgage, LLC | 75164 | Tucson, AZ | $5.7M | 14 | 51.9% |
| #27 | Jacob Lausen | 266992 | KDA HOME FINANCIAL, LLC | 1040394 | Mesa, AZ | $6.3M | 14 | 82.4% |
| #27 | Jeffrey Williamson | 236505 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $11.3M | 14 | 63.6% |
| #27 | Matthew Goldberg | 1342195 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $10.6M | 14 | 66.7% |
| #27 | Jason Lawyer | 217735 | U.S. Bank National Association | 402761 | Tempe, AZ | $20.4M | 14 | 87.5% |
| #27 | Ryan Gilliam | 332576 | Your Best, LLC | 2574001 | Gilbert, AZ | $5.2M | 14 | 51.9% |
| #34 | Heidi Ferraro | 163067 | Fairway Independent Mortgage Corporation | 2289 | Glendale, AZ | $5.3M | 13 | 59.1% |
| #34 | Lori Bowman | 640496 | NATIONS LENDING CORPORATION | 32416 | Scottsdale, AZ | $9.0M | 13 | 38.2% |
| #34 | Chad Mayer | 280921 | Guild Mortgage Company LLC | 3274 | Scottsdale, AZ | $5.2M | 13 | 61.9% |
| #34 | Joshua Goldberg | 216038 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $6.6M | 13 | 65.0% |
| #34 | Ramon Francis | 1058537 | Legacy Mortgage and Investment Corporation | 168482 | Chandler, AZ | $6.3M | 13 | 86.7% |
| #34 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $6.0M | 13 | 65.0% |
| #40 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $3.3M | 12 | 42.9% |
| #40 | Omar Celaya | 1670013 | Secure Choice Lending | 1689518 | Yuma, AZ | $3.7M | 12 | 85.7% |
| #40 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $3.0M | 12 | 63.2% |
| #40 | Samuel Azares | 629829 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $6.8M | 12 | 54.5% |
| #44 | Nathan Ricci | 87667 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $7.0M | 11 | 57.9% |
| #44 | Hessam Rahim | 795948 | Vantage West Credit Union | 485751 | Tucson, AZ | $4.9M | 11 | 55.0% |
| #44 | Steven Vallo | 1548291 | NEXA Mortgage, LLC | 1660690 | Mesa, AZ | $5.0M | 11 | 84.6% |
| #44 | Matthew Ledoux | 179508 | Forward Holdings LLC | 2006640 | Phoenix, AZ | $5.5M | 11 | 52.4% |
| #44 | Justin Frederick | 625918 | Fairway Independent Mortgage Corporation | 2289 | Glendale, AZ | $4.1M | 11 | 37.9% |
| #44 | Matthew Kaiser | 228082 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $4.4M | 11 | 68.8% |
| #44 | Mohammad Shah | 1198498 | Trusted Mortgage Capital Inc | 2411952 | Irvine, CA | $4.8M | 11 | 84.6% |
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 — Arizona. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units
Powered by ChatMMI