Retention champions in Arizona in 2023, 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 Matthew Oliver (LUND MORTGAGE TEAM, INC., NMLS #169890), Veronica Doe (SunWest Federal Credit Union, NMLS #2070301), and William Price (Price Mortgage, LLC, NMLS #175742).
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 | Matthew Oliver | 169890 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $8.3M | 29 | 38.7% |
| #2 | Veronica Doe | 2070301 | SunWest Federal Credit Union | 507563 | — | $1.5M | 17 | 54.8% |
| #3 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $4.5M | 14 | 46.7% |
| #3 | Jeffery Lindsay | 1447979 | First Colony Mortgage Corporation | 3112 | Orem, UT | $5.7M | 14 | 82.4% |
| #5 | Randy Whitaker | 246698 | Castle & Cooke Mortgage, LLC | 1251 | Scottsdale, AZ | $2.5M | 13 | 81.3% |
| #5 | CARISA WINKLEPLECK | 234596 | Acrisure Mortgage, LLC | 152859 | Chandler, AZ | $5.7M | 13 | 72.2% |
| #7 | Timothy Kramer | 645597 | Mayo Employees Federal Credit Union | 483355 | Phoenix, AZ | $1.2M | 12 | 80.0% |
| #8 | Brandon Harvey | 1699015 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $3.5M | 11 | 100.0% |
| #8 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $3.4M | 11 | 84.6% |
| #8 | Sara Knight | 973193 | Fairway Independent Mortgage Corporation | 2289 | Queen Creek, AZ | $4.8M | 11 | 39.3% |
| #8 | FRANCIS MADIA | 168250 | EQUITABLE HOME MORTGAGE, INC. | 165939 | — | $6.2M | 11 | 52.4% |
| #12 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $2.0M | 10 | 40.0% |
| #12 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $2.9M | 10 | 66.7% |
| #12 | Kurt McClearen | 1338163 | Fairway Independent Mortgage Corporation | 2289 | Inlet Beach, FL | $3.2M | 10 | 47.6% |
| #12 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $2.3M | 10 | 34.5% |
| #12 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $3.2M | 10 | 27.0% |
| #17 | Lucy Gonzales | 229914 | American Pacific Mortgage Corporation | 1850 | Nogales, AZ | $2.0M | 9 | 37.5% |
| #18 | Rachelle Knudsen | 203664 | Homeowners Financial Group USA, LLC | 93718 | Scottsdale, AZ | $2.0M | 8 | 25.0% |
| #18 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $3.9M | 8 | 50.0% |
| #18 | David Engquist | 857333 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $1.1M | 8 | 40.0% |
| #18 | Mary Steinmeyer | 223552 | Republic State Mortgage Co. | 62411 | Houston, TX | $3.4M | 8 | 80.0% |
| #18 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $1.8M | 8 | 33.3% |
| #18 | Kenneth Seaver | 149000 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $3.8M | 8 | 61.5% |
| #18 | Jesus Benitez | 279367 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Casa Grande, AZ | $1.5M | 8 | 33.3% |
| #25 | Denise Abarca | 1634455 | Barrett Financial Group, L.L.C. | 181106 | Glendale, AZ | $2.4M | 7 | 63.6% |
| #25 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $3.1M | 7 | 35.0% |
| #25 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $2.3M | 7 | 46.7% |
| #25 | Lucy Johannsen | 450020 | CrossCountry Mortgage, LLC | 3029 | Yuma, AZ | $1.1M | 7 | 33.3% |
| #25 | Hanna Ferguson | 570481 | Glacier Bank | 472212 | Prescott, AZ | $3.2M | 7 | 50.0% |
| #25 | Phyllis McDaniel | 594127 | CMG Mortgage, Inc. | 1820 | Scottsdale, AZ | $2.6M | 7 | 46.7% |
| #25 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $2.2M | 7 | 22.6% |
| #25 | Jena Zambrello | 891067 | Zillow Home Loans, LLC | 10287 | Scottsdale, AZ | $2.0M | 7 | 38.9% |
| #25 | Laura Aguilar | 254336 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $1.4M | 7 | 63.6% |
| #25 | Ryan Harris | 817581 | Home Pad Lending LLC | 1857677 | Phoenix, AZ | $2.4M | 7 | 58.3% |
| #25 | Amber Ruiz | 630442 | Bison Ventures LLC | 2257632 | Peoria, AZ | $2.2M | 7 | 53.8% |
| #36 | Michelle Hernandez | 1088477 | SecurityNational Mortgage Company | 3116 | Goodyear, AZ | $1.2M | 6 | 33.3% |
| #36 | Robert Purvis | 199836 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $1.9M | 6 | 54.5% |
| #36 | Kellie James | 190630 | PrimeLending, A PlainsCapital Company | 13649 | Chandler, AZ | $991K | 6 | 54.5% |
| #36 | Brandon Hendrick | 202816 | V.I.P. Mortgage, Inc. | 145502 | Peoria, AZ | $1.7M | 6 | 22.2% |
| #36 | Elizabeth Irvine | 260183 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $1.7M | 6 | 13.0% |
| #36 | Lawrence Neaman | 1267000 | Nova Financial & Investment Corporation | 3087 | Scottsdale, AZ | $2.3M | 6 | 26.1% |
| #36 | Jason Brackley | 157229 | Easy Street Financial, LLC | 2591426 | Cave Creek, AZ | $1.7M | 6 | 33.3% |
| #36 | Le Le | 1124331 | AML Funding LLC | 1910591 | Phoenix, AZ | $1.6M | 6 | 60.0% |
| #36 | Carrie Nettleton | 240551 | Moria Development, Inc. | 6274 | Tempe, AZ | $1.5M | 6 | 37.5% |
| #36 | Melissa Vasilev | 201941 | Canopy Mortgage, LLC | 1359687 | Tulsa, OK | $2.0M | 6 | 40.0% |
| #36 | Derek Egeberg | 180899 | MortgageOne, Inc. | 898812 | Yuma, AZ | $1.4M | 6 | 24.0% |
| #36 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $1.6M | 6 | 13.6% |
| #36 | Matthew Baker | 190779 | NEXA Mortgage, LLC | 1660690 | Mesa, AZ | $2.1M | 6 | 28.6% |
| #36 | Beth Wexler | 418610 | Guaranteed Rate, Inc. | 2611 | — | $1.7M | 6 | 35.3% |
| #50 | Jeremy Schachter | 148435 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $2.0M | 5 | 45.5% |
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 (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2023
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