Retention champions in Arizona in 2023, ranked by total volume. 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), FRANCIS MADIA (EQUITABLE HOME MORTGAGE, INC., NMLS #168250), and Jeffery Lindsay (My Move Mortgage, LLC, NMLS #1447979).
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 | FRANCIS MADIA | 168250 | EQUITABLE HOME MORTGAGE, INC. | 165939 | — | $6.2M | 11 | 52.4% |
| #3 | Jeffery Lindsay | 1447979 | My Move Mortgage, LLC | 1606597 | Sandy, UT | $5.7M | 14 | 82.4% |
| #4 | CARISA WINKLEPLECK | 234596 | Acrisure Mortgage, LLC | 152859 | Chandler, AZ | $5.7M | 13 | 72.2% |
| #5 | Sara Knight | 973193 | Fairway Independent Mortgage Corporation | 2289 | Queen Creek, AZ | $4.8M | 11 | 39.3% |
| #6 | William Price | 175742 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $4.5M | 14 | 46.7% |
| #7 | Steven Alonso | 229617 | Discount Mortgage Advisors LLC | 1953628 | Mesa, AZ | $3.9M | 8 | 50.0% |
| #8 | Kenneth Seaver | 149000 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $3.8M | 8 | 61.5% |
| #9 | Brandon Harvey | 1699015 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $3.5M | 11 | 100.0% |
| #10 | Mary Steinmeyer | 223552 | Republic State Mortgage Co. | 62411 | Houston, TX | $3.4M | 8 | 80.0% |
| #11 | BEIBEI YU | 195795 | AZ LENDING, L.L.C. | 182968 | Chandler, AZ | $3.4M | 11 | 84.6% |
| #12 | Tiffany Whalen | 208707 | CrossCountry Mortgage, LLC | 3029 | Scottsdale, AZ | $3.3M | 2 | 20.0% |
| #13 | Kurt McClearen | 1338163 | Fairway Independent Mortgage Corporation | 2289 | Inlet Beach, FL | $3.2M | 10 | 47.6% |
| #14 | Gerald Sundt | 168111 | CrossCountry Mortgage, LLC | 3029 | Tucson, AZ | $3.2M | 10 | 26.3% |
| #15 | Kevin Wright | 1236112 | American Pacific Mortgage Corporation | 1850 | Chandler, AZ | $3.1M | 7 | 35.0% |
| #16 | Gregory Newton | 1891577 | Nova Financial & Investment Corporation | 3087 | Tucson, AZ | $2.9M | 10 | 66.7% |
| #17 | Brenten Nardecchia | 245380 | High Place Mortgage, Inc | 2408347 | Phoenix, AZ | $2.9M | 2 | 15.4% |
| #18 | Leanne Martinez | 218903 | Glacier Bank | 472212 | Prescott, AZ | $2.8M | 5 | 45.5% |
| #19 | Hanna Ferguson | 570481 | Glacier Bank | 472212 | Prescott, AZ | $2.7M | 6 | 46.2% |
| #20 | Phyllis McDaniel | 594127 | CMG Mortgage, Inc. | 1820 | Scottsdale, AZ | $2.6M | 7 | 46.7% |
| #21 | Randy Whitaker | 246698 | Castle & Cooke Mortgage, LLC | 1251 | Scottsdale, AZ | $2.5M | 13 | 81.3% |
| #22 | Ryan Harris | 817581 | Home Pad Lending LLC | 1857677 | Phoenix, AZ | $2.4M | 7 | 58.3% |
| #23 | Yanely Lopez | 1041497 | Arizona Financial Credit Union | 411252 | Phoenix, AZ | $2.4M | 2 | 20.0% |
| #24 | Denise Abarca | 1634455 | Barrett Financial Group, L.L.C. | 181106 | Glendale, AZ | $2.4M | 7 | 63.6% |
| #25 | Lawrence Neaman | 1267000 | Nova Financial & Investment Corporation | 3087 | Scottsdale, AZ | $2.3M | 6 | 26.1% |
| #26 | Ryan Jones | 210905 | LUND MORTGAGE TEAM, INC. | 162701 | Glendale, AZ | $2.3M | 10 | 34.5% |
| #27 | Catherine Hancock | 34594 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $2.3M | 7 | 46.7% |
| #28 | Kavita Bhatia | 210894 | Price Mortgage, LLC | 1429043 | Gilbert, AZ | $2.3M | 5 | 38.5% |
| #29 | Nathan Jensen | 332253 | Waterstone Mortgage Corporation | 186434 | Scottsdale, AZ | $2.2M | 7 | 22.6% |
| #30 | Lori Bowman | 640496 | NATIONS LENDING CORPORATION | 32416 | Scottsdale, AZ | $2.2M | 4 | 36.4% |
| #31 | Amber Ruiz | 630442 | Bison Ventures LLC | 2257632 | Peoria, AZ | $2.2M | 7 | 53.8% |
| #32 | Matthew Baker | 190779 | Guild Mortgage Company LLC | 3274 | Scottsdale, AZ | $2.1M | 6 | 30.0% |
| #33 | JILL MARTY-WATTREE | 674093 | Mattamy Home Funding, LLC | 64022 | Scottsdale, AZ | $2.1M | 5 | 33.3% |
| #34 | Derek Hargrove | 863539 | SUN AMERICAN MORTGAGE COMPANY | 160265 | Mesa, AZ | $2.1M | 3 | 30.0% |
| #35 | Jesus Ortiz | 211615 | Nova Financial & Investment Corporation | 3087 | Yuma, AZ | $2.0M | 10 | 40.0% |
| #36 | Jeremy Schachter | 148435 | Fairway Independent Mortgage Corporation | 2289 | Phoenix, AZ | $2.0M | 5 | 45.5% |
| #37 | Melissa Vasilev | 201941 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $2.0M | 6 | 40.0% |
| #38 | Jena Zambrello | 891067 | LGI Mortgage Solutions, LLC | 2152984 | — | $2.0M | 7 | 38.9% |
| #39 | Rachelle Knudsen | 203664 | Homeowners Financial Group USA, LLC | 93718 | Scottsdale, AZ | $2.0M | 8 | 25.0% |
| #40 | Robert Purvis | 199836 | V.I.P. Mortgage, Inc. | 145502 | Tucson, AZ | $1.9M | 6 | 54.5% |
| #41 | ADAM COMSTOCK | 195564 | Arizona Wholesale Mortgage Inc | 19254 | Phoenix, AZ | $1.9M | 5 | 50.0% |
| #42 | Rene Acosta | 219240 | American Pacific Mortgage Corporation | 1850 | Tucson, AZ | $1.8M | 8 | 33.3% |
| #43 | Justin Herst | 448758 | Mattamy Home Funding, LLC | 64022 | Scottsdale, AZ | $1.8M | 4 | 40.0% |
| #44 | Patricia Fistes | 979322 | Lakeview Loan Servicing, LLC | 391521 | Flower Mound, TX | $1.8M | 5 | 41.7% |
| #45 | Brandon Hendrick | 202816 | V.I.P. Mortgage, Inc. | 145502 | Peoria, AZ | $1.7M | 6 | 22.2% |
| #46 | Beth Wexler | 418610 | Guaranteed Rate, Inc. | 2611 | — | $1.7M | 6 | 35.3% |
| #47 | Anne Kanelopoulos | 205733 | Nova Financial & Investment Corporation | 3087 | Peoria, AZ | $1.7M | 5 | 41.7% |
| #48 | Randall Mills | 993155 | Nova Financial & Investment Corporation | 3087 | Gilbert, AZ | $1.7M | 4 | 19.0% |
| #49 | Lucy Gonzales | 229914 | American Pacific Mortgage Corporation | 1850 | Nogales, AZ | $1.7M | 8 | 33.3% |
| #50 | Nathaniel Patton | 227222 | Brookhollow Mortgage Services, LTD | 293610 | — | $1.7M | 5 | 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 Volume — Arizona (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/arizona/top-retention-by-volume/2023
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