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 July 13, 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 | SCOTT DUSENBERRY | 156396 | O C Home Loans Inc. | 1842513 | Dana Point, CA | $16.5M | 28 | 90.3% |
| #4 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $9.9M | 28 | 75.7% |
| #6 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $6.5M | 27 | 51.9% |
| #7 | Christopher Leon | 854517 | CrossCountry Mortgage, LLC | 3029 | Sierra Vista, AZ | $6.8M | 24 | 40.7% |
| #7 | Scott Roberts | 842143 | AZ LENDING EXPERTS, LLC | 847182 | Mesa, AZ | $8.9M | 24 | 70.6% |
| #9 | Carrie Nettleton | 240551 | Moria Development, Inc. | 6274 | Tempe, AZ | $9.7M | 22 | 73.3% |
| #9 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $7.3M | 22 | 42.3% |
| #11 | Melissa Figueroa | 214460 | Guild Mortgage Company LLC | 3274 | Gilbert, 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 Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $7.9M | 18 | 75.0% |
| #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 | Stephanie Reid | 295712 | Gravity Home Loans LLC | 2732142 | Phoenix, AZ | $7.5M | 18 | 78.3% |
| #16 | STEVEN LEMMONS | 270866 | Fairway Independent Mortgage Corporation | 2289 | Tucson, AZ | $6.4M | 18 | 54.5% |
| #21 | Kelley Sanders | 247484 | Guild Mortgage Company LLC | 3274 | Lakeside, AZ | $2.7M | 17 | 58.6% |
| #21 | Paul Volpe | 48278 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $6.0M | 17 | 32.1% |
| #21 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $16.1M | 17 | 54.8% |
| #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% |
| #27 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $6.2M | 16 | 80.0% |
| #27 | Joshua Goldberg | 216038 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $8.2M | 16 | 84.2% |
| #27 | Linda Dearing | 150043 | Geneva Financial, LLC | 42056 | Chandler, AZ | $4.4M | 16 | 51.6% |
| #30 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $3.6M | 15 | 39.5% |
| #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 | ROBERT MCCORMICK | 179756 | MCCORMICK LENDING GROUP, INC. | 175743 | Scottsdale, AZ | $5.4M | 15 | 55.6% |
| #30 | Edward Cristerna | 404583 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.8M | 15 | 53.6% |
| #35 | Alicia Horne | 148927 | True Mortgage, LLC | 145319 | Tempe, AZ | $6.9M | 14 | 77.8% |
| #35 | Aaron Sees | 200736 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $5.9M | 14 | 66.7% |
| #35 | Randy Whitaker | 246698 | Castle & Cooke Mortgage, LLC | 1251 | Scottsdale, AZ | $3.0M | 14 | 82.4% |
| #35 | Benjamin Andrus | 211881 | GoWest Home Loans 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 | 33.3% |
| #35 | Jeramy Williams | 257853 | Fairway Independent Mortgage Corporation | 2289 | Franklin, TN | $5.9M | 14 | 48.3% |
| #35 | David Engquist | 857333 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $3.9M | 14 | 31.8% |
| #35 | Scott Smith | 227666 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $5.3M | 14 | 66.7% |
| #35 | Michelle Milliron | 201659 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $6.5M | 14 | 66.7% |
| #44 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $3.3M | 13 | 30.2% |
| #44 | Ramon Francis | 1058537 | Legacy Mortgage and Investment Corporation | 168482 | Chandler, AZ | $4.9M | 13 | 81.3% |
| #44 | Adam Hawkins | 852996 | Lender Express Mortgage LLC | 1963444 | Scottsdale, AZ | $3.9M | 13 | 76.5% |
| #44 | Christopher Davis | 201467 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.9M | 13 | 72.2% |
| #44 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $4.5M | 13 | 27.1% |
| #44 | Michael Hengy | 1022797 | Level Up Mortgage LLC | 2425139 | Tempe, AZ | $4.6M | 13 | 81.3% |
| #44 | Adam Canter | 140873 | Phoenix Mortgage Brokers LLC | 1800544 | Phoenix, AZ | $5.8M | 13 | 72.2% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2024
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