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 May 28, 2026, the top 3 include Gerald Sundt (CrossCountry Mortgage, LLC, NMLS #168111), William Price (Price Mortgage, LLC, NMLS #175742), 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 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $23.9M | 56 | 62.2% |
| #2 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $16.1M | 47 | 58.8% |
| #2 | Matthew Oliver | 169890 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $20.6M | 47 | 46.1% |
| #4 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $9.9M | 28 | 75.7% |
| #5 | SCOTT DUSENBERRY | 156396 | O C Home Loans Inc. | 1842513 | Dana Point, CA | $16.3M | 27 | 87.1% |
| #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 | 41.4% |
| #9 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $7.3M | 22 | 42.3% |
| #10 | Garret Cerkvenik | 198106 | Lendplicity LLC | 1705910 | Scottsdale, AZ | $10.0M | 21 | 95.5% |
| #10 | Melissa Figueroa | 214460 | Guild Mortgage Company LLC | 3274 | Gilbert, AZ | $5.0M | 21 | 67.7% |
| #10 | Carrie Nettleton | 240551 | Moria Development, Inc. | 6274 | Tempe, AZ | $9.4M | 21 | 70.0% |
| #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 | Stephanie Reid | 295712 | Gravity Home Loans LLC | 2732142 | Phoenix, AZ | $7.5M | 18 | 78.3% |
| #16 | Evan White | 1024371 | Road To Home Mortgage, LLC | 1752943 | Phoenix, AZ | $9.1M | 18 | 81.8% |
| #16 | Jaclyn Marquez | 745426 | Copper State Credit Union | 410376 | Phoenix, AZ | $1.4M | 18 | 36.7% |
| #16 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $7.9M | 18 | 75.0% |
| #20 | Paul Volpe | 48278 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $6.0M | 17 | 32.1% |
| #20 | Kelley Sanders | 247484 | Guild Mortgage Company LLC | 3274 | Lakeside, AZ | $2.7M | 17 | 58.6% |
| #20 | Evan Einhorn | 1085589 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $8.3M | 17 | 60.7% |
| #20 | STEVEN LEMMONS | 270866 | Fairway Independent Mortgage Corporation | 2289 | Tucson, AZ | $6.2M | 17 | 53.1% |
| #20 | Dusti Ruhl-McNelly | 203546 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $5.7M | 17 | 41.5% |
| #20 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $4.5M | 17 | 23.0% |
| #20 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $16.1M | 17 | 54.8% |
| #27 | Joshua Goldberg | 216038 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $8.2M | 16 | 84.2% |
| #27 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $6.2M | 16 | 80.0% |
| #27 | Linda Dearing | 150043 | Geneva Financial, LLC | 42056 | Chandler, AZ | $4.4M | 16 | 51.6% |
| #30 | ROBERT MCCORMICK | 179756 | MCCORMICK LENDING GROUP, INC. | 175743 | Scottsdale, AZ | $5.4M | 15 | 55.6% |
| #30 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $3.6M | 15 | 39.5% |
| #30 | Myron Chamberlain | 224910 | PrimeLending, A PlainsCapital Company | 13649 | Scottsdale, AZ | $8.2M | 15 | 35.7% |
| #30 | Edward Cristerna | 404583 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.8M | 15 | 53.6% |
| #30 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $3.1M | 15 | 39.5% |
| #35 | David Engquist | 857333 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $3.9M | 14 | 31.8% |
| #35 | Aaron Sees | 200736 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $5.9M | 14 | 66.7% |
| #35 | Alicia Horne | 148927 | True Mortgage, LLC | 145319 | Tempe, AZ | $6.9M | 14 | 77.8% |
| #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 | Benjamin Andrus | 211881 | Andrus Financial LLC | 2535949 | Chandler, AZ | $4.9M | 14 | 66.7% |
| #35 | Jesus Benitez | 279367 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Casa Grande, AZ | $3.0M | 14 | 34.1% |
| #35 | Jeramy Williams | 257853 | Fairway Independent Mortgage Corporation | 2289 | Franklin, TN | $5.9M | 14 | 48.3% |
| #35 | Michelle Milliron | 201659 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $6.5M | 14 | 66.7% |
| #44 | Ramon Francis | 1058537 | Legacy Mortgage and Investment Corporation | 168482 | Chandler, AZ | $4.9M | 13 | 81.3% |
| #44 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $4.5M | 13 | 27.1% |
| #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 | 31.0% |
| #44 | Adam Hawkins | 852996 | Lender Express Mortgage LLC | 1963444 | Scottsdale, AZ | $3.9M | 13 | 76.5% |
| #44 | Michael Hengy | 1022797 | Level Up Mortgage LLC | 2425139 | Tempe, AZ | $4.6M | 13 | 81.3% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2024
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