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 May 28, 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 | — | $1.4M | 16 | 53.3% |
| #3 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $4.5M | 14 | 46.7% |
| #3 | Jeffery Lindsay | 1447979 | My Move Mortgage, LLC | 1606597 | Sandy, UT | $5.7M | 14 | 82.4% |
| #5 | CARISA WINKLEPLECK | 234596 | Acrisure Mortgage, LLC | 152859 | Chandler, AZ | $5.7M | 13 | 72.2% |
| #5 | Randy Whitaker | 246698 | Castle & Cooke Mortgage, LLC | 1251 | Scottsdale, AZ | $2.5M | 13 | 81.3% |
| #7 | Timothy Kramer | 645597 | Mayo Employees Federal Credit Union | 483355 | Phoenix, AZ | $1.2M | 12 | 80.0% |
| #8 | FRANCIS MADIA | 168250 | EQUITABLE HOME MORTGAGE, INC. | 165939 | — | $6.2M | 11 | 52.4% |
| #8 | Sara Knight | 973193 | Fairway Independent Mortgage Corporation | 2289 | Queen Creek, AZ | $4.8M | 11 | 39.3% |
| #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% |
| #12 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $2.3M | 10 | 34.5% |
| #12 | Kurt McClearen | 1338163 | Fairway Independent Mortgage Corporation | 2289 | Inlet Beach, FL | $3.2M | 10 | 47.6% |
| #12 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $2.9M | 10 | 66.7% |
| #12 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $3.2M | 10 | 26.3% |
| #12 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $2.0M | 10 | 40.0% |
| #17 | Kenneth Seaver | 149000 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $3.8M | 8 | 61.5% |
| #17 | Mary Steinmeyer | 223552 | Republic State Mortgage Co. | 62411 | Houston, TX | $3.4M | 8 | 80.0% |
| #17 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $1.8M | 8 | 33.3% |
| #17 | Lucy Gonzales | 229914 | American Pacific Mortgage Corporation | 1850 | Nogales, AZ | $1.7M | 8 | 33.3% |
| #17 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $3.9M | 8 | 50.0% |
| #17 | Rachelle Knudsen | 203664 | Homeowners Financial Group USA, LLC | 93718 | Scottsdale, AZ | $2.0M | 8 | 25.0% |
| #17 | Jesus Benitez | 279367 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Casa Grande, AZ | $1.5M | 8 | 33.3% |
| #17 | David Engquist | 857333 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $1.1M | 8 | 40.0% |
| #25 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $3.1M | 7 | 35.0% |
| #25 | Ryan Harris | 817581 | Home Pad Lending LLC | 1857677 | Phoenix, AZ | $2.4M | 7 | 58.3% |
| #25 | Jena Zambrello | 891067 | LGI Mortgage Solutions, LLC | 2152984 | — | $2.0M | 7 | 38.9% |
| #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 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $2.2M | 7 | 22.6% |
| #25 | Denise Abarca | 1634455 | Barrett Financial Group, L.L.C. | 181106 | Glendale, AZ | $2.4M | 7 | 63.6% |
| #25 | Phyllis McDaniel | 594127 | CMG Mortgage, Inc. | 1820 | Scottsdale, AZ | $2.6M | 7 | 46.7% |
| #25 | Amber Ruiz | 630442 | Bison Ventures LLC | 2257632 | Peoria, AZ | $2.2M | 7 | 53.8% |
| #34 | Carrie Nettleton | 240551 | Moria Development, Inc. | 6274 | Tempe, AZ | $1.5M | 6 | 37.5% |
| #34 | Michelle Hernandez | 1088477 | SecurityNational Mortgage Company | 3116 | Goodyear, AZ | $1.2M | 6 | 33.3% |
| #34 | Matthew Baker | 190779 | Guild Mortgage Company LLC | 3274 | Scottsdale, AZ | $2.1M | 6 | 30.0% |
| #34 | Hanna Ferguson | 570481 | Glacier Bank | 472212 | Prescott, AZ | $2.7M | 6 | 46.2% |
| #34 | Beth Wexler | 418610 | Guaranteed Rate, Inc. | 2611 | — | $1.7M | 6 | 35.3% |
| #34 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $1.6M | 6 | 13.6% |
| #34 | Lawrence Neaman | 1267000 | Nova Financial & Investment Corporation | 3087 | Scottsdale, AZ | $2.3M | 6 | 26.1% |
| #34 | Laura Aguilar | 254336 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $1.2M | 6 | 60.0% |
| #34 | Kellie James | 190630 | PrimeLending, A PlainsCapital Company | 13649 | Chandler, AZ | $991K | 6 | 54.5% |
| #34 | Derek Egeberg | 180899 | MortgageOne, Inc. | 898812 | Yuma, AZ | $1.4M | 6 | 24.0% |
| #34 | Melissa Vasilev | 201941 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $2.0M | 6 | 40.0% |
| #34 | Jason Brackley | 157229 | Easy Street Financial, LLC | 2591426 | Cave Creek, AZ | $1.7M | 6 | 33.3% |
| #34 | Le Le | 1124331 | AML Funding LLC | 1910591 | Phoenix, AZ | $1.6M | 6 | 60.0% |
| #34 | Robert Purvis | 199836 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $1.9M | 6 | 54.5% |
| #34 | Brandon Hendrick | 202816 | V.I.P. Mortgage, Inc. | 145502 | Peoria, AZ | $1.7M | 6 | 22.2% |
| #49 | Andrew Schmidt | 201143 | Churchill Mortgage Corporation | 1591 | Scottsdale, AZ | $1.7M | 5 | 29.4% |
| #49 | Mark Paliscak | 209730 | Altitude Financial Corporation | 1955555 | Scottsdale, AZ | $1.1M | 5 | 33.3% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2023
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