Retention champions in Arizona in 2026, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Christopher Leon (CrossCountry Mortgage, LLC, NMLS #854517), Gerald Sundt (CrossCountry Mortgage, LLC, NMLS #168111), 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 | Christopher Leon | 854517 | CrossCountry Mortgage, LLC | 3029 | Sierra Vista, AZ | $19.6M | 66 | 67.3% |
| #2 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $22.1M | 64 | 66.7% |
| #3 | Matthew Oliver | 169890 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $12.4M | 35 | 40.7% |
| #4 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $10.6M | 32 | 58.2% |
| #5 | Melissa Figueroa | 214460 | Guild Mortgage Company LLC | 3274 | Chandler, AZ | $11.3M | 31 | 70.5% |
| #6 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $12.1M | 29 | 43.3% |
| #6 | Paul Volpe | 48278 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $14.5M | 29 | 42.0% |
| #8 | Evan Einhorn | 1085589 | Modern Lending, LLC | 1738930 | Scottsdale, AZ | $13.6M | 27 | 67.5% |
| #9 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $9.6M | 24 | 80.0% |
| #9 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $11.6M | 24 | 72.7% |
| #11 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $21.0M | 23 | 42.6% |
| #11 | Jason Smith | 210839 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $9.4M | 23 | 30.7% |
| #11 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $8.1M | 23 | 50.0% |
| #14 | Derrick Polder | 207630 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $7.3M | 22 | 44.0% |
| #15 | Robert Purvis | 199836 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $9.2M | 21 | 55.3% |
| #16 | Kelley Sanders | 247484 | Guild Mortgage Company LLC | 3274 | Lakeside, AZ | $5.2M | 20 | 83.3% |
| #16 | Elizabeth Irvine | 260183 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $8.1M | 20 | 27.0% |
| #18 | Dominic Mancini | 27586 | Guaranteed Rate, Inc. | 2611 | Scottsdale, AZ | $8.5M | 19 | 76.0% |
| #18 | REETU MITTAL | 1815106 | VEMA MORTGAGE LLC | 1019911 | Scottsdale, AZ | $10.7M | 19 | 54.3% |
| #18 | IRIS ZHAO | 318542 | EWU LENDING LLC | 1762430 | Tempe, AZ | $7.6M | 19 | 65.5% |
| #21 | Randall Bongard | 832622 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $7.5M | 18 | 40.9% |
| #22 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $7.7M | 17 | 70.8% |
| #22 | Kelsey Marquardt | 905636 | Guaranteed Rate, Inc. | 2611 | Scottsdale, AZ | $7.4M | 17 | 53.1% |
| #22 | Christopher Hallows | 306345 | Ark-La-Tex Financial Services, LLC | 2143 | Flagstaff, AZ | $8.1M | 17 | 56.7% |
| #22 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $10.0M | 17 | 22.7% |
| #26 | CARISA WINKLEPLECK | 234596 | Acrisure Mortgage, LLC | 152859 | Chandler, AZ | $7.9M | 16 | 30.8% |
| #26 | STEVEN LEMMONS | 270866 | Fairway Independent Mortgage Corporation | 2289 | Tucson, AZ | $6.5M | 16 | 57.1% |
| #28 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $4.3M | 15 | 48.4% |
| #28 | Lori Bowman | 640496 | NATIONS LENDING CORPORATION | 32416 | Scottsdale, AZ | $10.0M | 15 | 39.5% |
| #28 | Jason Lawyer | 217735 | U.S. Bank National Association | 402761 | Tempe, AZ | $26.0M | 15 | 88.2% |
| #28 | Jacob Lausen | 266992 | KDA HOME FINANCIAL, LLC | 1040394 | Mesa, AZ | $6.9M | 15 | 83.3% |
| #28 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $3.5M | 15 | 57.7% |
| #28 | Melinda Diebolt | 690792 | Prosperity Home Mortgage, LLC | 75164 | Tucson, AZ | $6.0M | 15 | 45.5% |
| #28 | Chad Mayer | 280921 | Guild Mortgage Company LLC | 3274 | Scottsdale, AZ | $5.9M | 15 | 62.5% |
| #28 | Ryan Gilliam | 332576 | Your Best, LLC | 2574001 | Gilbert, AZ | $5.5M | 15 | 48.4% |
| #28 | Christine McConnell | 640502 | NATIONS LENDING CORPORATION | 32416 | Scottsdale, AZ | $7.0M | 15 | 65.2% |
| #37 | Ramon Francis | 1058537 | Legacy Mortgage and Investment Corporation | 168482 | Chandler, AZ | $6.6M | 14 | 87.5% |
| #37 | Jeffrey Williamson | 236505 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $11.3M | 14 | 60.9% |
| #37 | SCOTT DUSENBERRY | 156396 | O C Home Loans Inc. | 1842513 | Dana Point, CA | $7.9M | 14 | 66.7% |
| #37 | Joshua Goldberg | 216038 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $7.0M | 14 | 66.7% |
| #37 | Matthew Goldberg | 1342195 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $10.6M | 14 | 66.7% |
| #42 | Steven Vallo | 1548291 | NEXA Mortgage, LLC | 1660690 | Mesa, AZ | $5.7M | 13 | 86.7% |
| #42 | Nathan Ricci | 87667 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $7.5M | 13 | 61.9% |
| #42 | Heidi Ferraro | 163067 | Fairway Independent Mortgage Corporation | 2289 | Glendale, AZ | $5.3M | 13 | 50.0% |
| #42 | Justin Frederick | 625918 | Fairway Independent Mortgage Corporation | 2289 | Glendale, AZ | $4.7M | 13 | 40.6% |
| #42 | Samuel Azares | 629829 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $6.9M | 13 | 52.0% |
| #47 | Daniel Jackson | 169485 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $3.1M | 12 | 57.1% |
| #47 | Nicolas Toscano | 1418692 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $4.6M | 12 | 92.3% |
| #47 | Myron Chamberlain | 224910 | PrimeLending, A PlainsCapital Company | 13649 | Scottsdale, AZ | $5.2M | 12 | 31.6% |
| #47 | Jessica Kron | 1589238 | CMG Mortgage, Inc. | 1820 | Phoenix, AZ | $6.6M | 12 | 50.0% |
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 (2026). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-units/2026
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