Retention champions in Arizona in 2024, 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 Gerald Sundt (CrossCountry Mortgage, LLC, NMLS #168111), Matthew Oliver (LUND MORTGAGE TEAM, INC., NMLS #169890), 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 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $23.9M | 56 | 62.2% |
| #2 | Matthew Oliver | 169890 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $20.6M | 47 | 46.1% |
| #2 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $16.1M | 47 | 58.8% |
| #4 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $9.9M | 28 | 75.7% |
| #4 | SCOTT DUSENBERRY | 156396 | O C Home Loans Inc. | 1842513 | Dana Point, CA | $16.5M | 28 | 90.3% |
| #6 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $6.4M | 26 | 51.0% |
| #7 | Scott Roberts | 842143 | AZ LENDING EXPERTS, LLC | 847182 | Mesa, AZ | $8.9M | 24 | 70.6% |
| #7 | Christopher Leon | 854517 | CrossCountry Mortgage, LLC | 3029 | Sierra Vista, AZ | $6.8M | 24 | 40.7% |
| #9 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $7.3M | 22 | 42.3% |
| #9 | Carrie Nettleton | 240551 | Moria Development, Inc. | 6274 | Tempe, AZ | $9.7M | 22 | 73.3% |
| #11 | Melissa Figueroa | 214460 | Guild Mortgage Company LLC | 3274 | Chandler, AZ | $5.0M | 21 | 67.7% |
| #11 | Garret Cerkvenik | 198106 | Lendplicity LLC | 1705910 | Scottsdale, AZ | $10.0M | 21 | 95.5% |
| #13 | Lee Lieberman | 220436 | Road To Home Mortgage, LLC | 1752943 | Phoenix, AZ | $12.3M | 20 | 71.4% |
| #13 | ADAM COMSTOCK | 195564 | Arizona Wholesale Mortgage Inc | 19254 | Phoenix, AZ | $8.5M | 20 | 76.9% |
| #15 | Kenneth Seaver | 149000 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $9.0M | 19 | 79.2% |
| #16 | STEVEN LEMMONS | 270866 | Fairway Independent Mortgage Corporation | 2289 | Tucson, AZ | $6.4M | 18 | 54.5% |
| #16 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $7.9M | 18 | 75.0% |
| #16 | Stephanie Reid | 295712 | Gravity Home Loans LLC | 2732142 | Phoenix, AZ | $7.5M | 18 | 78.3% |
| #16 | Jaclyn Marquez | 745426 | Arizona Central Credit Union | 485260 | Phoenix, AZ | $1.4M | 18 | 36.7% |
| #16 | Evan White | 1024371 | Road To Home Mortgage, LLC | 1752943 | Phoenix, AZ | $9.1M | 18 | 81.8% |
| #21 | Paul Volpe | 48278 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $6.0M | 17 | 32.1% |
| #21 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $4.5M | 17 | 22.7% |
| #21 | Dusti Ruhl-McNelly | 203546 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $5.7M | 17 | 40.5% |
| #21 | Evan Einhorn | 1085589 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $8.3M | 17 | 60.7% |
| #21 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $16.1M | 17 | 54.8% |
| #26 | Joshua Goldberg | 216038 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $8.2M | 16 | 84.2% |
| #26 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $6.2M | 16 | 80.0% |
| #26 | Kelley Sanders | 247484 | Guild Mortgage Company LLC | 3274 | Lakeside, AZ | $2.6M | 16 | 57.1% |
| #26 | Linda Dearing | 150043 | New American Funding, LLC | 6606 | Scottsdale, AZ | $4.4M | 16 | 51.6% |
| #30 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $3.1M | 15 | 39.5% |
| #30 | Myron Chamberlain | 224910 | PrimeLending, A PlainsCapital Company | 13649 | Scottsdale, AZ | $8.2M | 15 | 35.7% |
| #30 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $3.6M | 15 | 39.5% |
| #30 | Edward Cristerna | 404583 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.8M | 15 | 53.6% |
| #30 | ROBERT MCCORMICK | 179756 | MCCORMICK LENDING GROUP, INC. | 175743 | Scottsdale, AZ | $5.4M | 15 | 55.6% |
| #35 | Michelle Milliron | 201659 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $6.5M | 14 | 66.7% |
| #35 | Jesus Benitez | 279367 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Casa Grande, AZ | $3.0M | 14 | 34.1% |
| #35 | Aaron Sees | 200736 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $5.9M | 14 | 66.7% |
| #35 | Scott Smith | 227666 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $5.3M | 14 | 66.7% |
| #35 | Randy Whitaker | 246698 | Castle & Cooke Mortgage, LLC | 1251 | Scottsdale, AZ | $3.0M | 14 | 82.4% |
| #35 | David Engquist | 857333 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $3.9M | 14 | 31.8% |
| #35 | Jeramy Williams | 257853 | Fairway Independent Mortgage Corporation | 2289 | Franklin, TN | $5.9M | 14 | 48.3% |
| #35 | Alicia Horne | 148927 | True Mortgage, LLC | 145319 | Tempe, AZ | $6.9M | 14 | 77.8% |
| #35 | Benjamin Andrus | 211881 | GoWest Home Loans LLC | 2535949 | Chandler, AZ | $4.9M | 14 | 66.7% |
| #44 | Michael Hengy | 1022797 | Level Up Mortgage LLC | 2425139 | Tempe, AZ | $4.6M | 13 | 81.3% |
| #44 | Christopher Davis | 201467 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.9M | 13 | 72.2% |
| #44 | Adam Canter | 140873 | Phoenix Mortgage Brokers LLC | 1800544 | Phoenix, AZ | $5.8M | 13 | 72.2% |
| #44 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $3.3M | 13 | 30.2% |
| #44 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $4.5M | 13 | 27.1% |
| #44 | Ramon Francis | 1058537 | Legacy Mortgage and Investment Corporation | 168482 | Chandler, AZ | $4.9M | 13 | 81.3% |
| #44 | Adam Hawkins | 852996 | Planet Home Lending, LLC | 17022 | Irving, TX | $3.9M | 13 | 76.5% |
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 (2024). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2024
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