Retention champions in Florida in 2022, 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 Toni Raulerson (Plant City Mortgage Corporation, NMLS #380055), Stephanie Grassi (Plant City Mortgage Corporation, NMLS #357527), and Jane Floyd (Neighborhood Loans, Inc., NMLS #327235).
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 | Toni Raulerson | 380055 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $10.3M | 37 | 48.1% |
| #2 | Stephanie Grassi | 357527 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $8.4M | 26 | 24.8% |
| #2 | Jane Floyd | 327235 | Neighborhood Loans, Inc. | 222982 | Tampa, FL | $10.3M | 26 | 25.5% |
| #4 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $10.3M | 25 | 15.5% |
| #4 | Craig Stelzer | 64247 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $12.0M | 25 | 22.3% |
| #4 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $7.6M | 25 | 58.1% |
| #7 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $4.1M | 21 | 34.4% |
| #8 | SHERRY BROCK | 1367681 | GULF WINDS CREDIT UNION | 414456 | Pensacola, FL | $2.2M | 19 | 57.6% |
| #8 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $6.3M | 19 | 54.3% |
| #10 | Robert Stettler | 663828 | NFM Lending, LLC | 2893 | Sarasota, FL | $5.3M | 18 | 29.0% |
| #11 | Yvette Clermont | 248437 | Ixonia Bank | 423065 | Brookfield, WI | $4.8M | 16 | 29.6% |
| #11 | J.B Broughton | 212094 | CrossCountry Mortgage, LLC | 3029 | Cleveland, OH | $4.2M | 16 | 64.0% |
| #11 | Tyler Bahnsen | 362852 | CMG Mortgage, Inc. | 1820 | Miami, FL | $6.8M | 16 | 18.8% |
| #14 | Lauren Maxwell | 331415 | CrossCountry Mortgage, LLC | 3029 | Naples, FL | $6.8M | 15 | 14.6% |
| #14 | Nicholas Long | 398963 | Fusion Home Loans, LLC | 2703121 | Orlando, FL | $5.5M | 15 | 34.9% |
| #14 | Brett Mueller | 531669 | Custom Rate Mortgage PLLC | 2445999 | St Petersburg, FL | $3.8M | 15 | 71.4% |
| #17 | Tasha Faiella | 1541675 | CrossCountry Mortgage, LLC | 3029 | Tampa, FL | $3.9M | 14 | 43.8% |
| #17 | Bryan Marx | 1121969 | MLD Mortgage Inc. | 1019 | Tampa, FL | $4.6M | 14 | 35.0% |
| #17 | didier malagies | 212566 | DDA Mortgage Inc | 324329 | Largo, FL | $4.6M | 14 | 42.4% |
| #20 | Justin DeValerio | 1371580 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $1.5M | 13 | 24.1% |
| #20 | Daniel Tokar | 1098658 | Gold Star Mortgage Financial Group, Corporation | 3446 | Sarasota, FL | $4.5M | 13 | 29.5% |
| #20 | William Morgan | 149358 | Complete Mortgage LLC | 2085547 | Hollywood, FL | $4.9M | 13 | 31.0% |
| #20 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $17.1M | 13 | 52.0% |
| #20 | NEDRA NASH | 437845 | Ameris Bank | 408099 | Saint Augustine, FL | $4.7M | 13 | 41.9% |
| #25 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $3.0M | 12 | 32.4% |
| #25 | Rhonda Smith | 204465 | SecurityNational Mortgage Company | 3116 | Seminole, FL | $2.3M | 12 | 44.4% |
| #25 | Barry Stanley | 544522 | TRUSTMARK BANK | 449605 | Destin, FL | $6.8M | 12 | 42.9% |
| #25 | Reba Sierra | 379024 | PMF, Inc. | 1980 | Brandon, FL | $2.6M | 12 | 40.0% |
| #25 | Erika Jones | 1078863 | Your Clear Closing LLC | 1838818 | Davie, FL | $3.6M | 12 | 57.1% |
| #25 | Jennifer Martinez | 173516 | CrossCountry Mortgage, LLC | 3029 | Valrico, FL | $3.6M | 12 | 17.9% |
| #25 | Brandon Brotsky | 342274 | Reach Home Loans LLC | 2266637 | Boca Raton, FL | $4.9M | 12 | 16.0% |
| #25 | Robert Sampson | 351386 | Neighborhood Loans, Inc. | 222982 | Lakeland, FL | $3.2M | 12 | 16.9% |
| #25 | Peter Freystaetter | 476623 | Space Coast Credit Union | 403370 | Miramar, FL | $1.9M | 12 | 12.8% |
| #25 | Richard Brandt | 1628559 | Northpointe Bank | 447490 | Grand Rapids, MI | $2.8M | 12 | 66.7% |
| #25 | Michael Bergmann | 448031 | loanDepot.com, LLC | 174457 | Franklin, TN | $2.6M | 12 | 37.5% |
| #25 | LESLIE BEVIS | 546708 | Panhandle Credit Union | 2163677 | Panama City, FL | $2.6M | 12 | 57.1% |
| #25 | Hazem Al Hatamleh | 1799011 | Mortgage Lenders Investment Trading Corporation | 70168 | Lake Mary, FL | $3.1M | 12 | 54.5% |
| #25 | Joel Rosario | 1110878 | Seacoast National Bank | 608046 | The Villages, FL | $3.0M | 12 | 36.4% |
| #39 | Edward Carlton | 992248 | JRDB, Inc. | 1057426 | Jacksonville, FL | $3.6M | 11 | 28.2% |
| #39 | Kevin Hoffman | 380080 | Nationwide Residential Capital, Inc. | 261728 | Brandon, FL | $4.6M | 11 | 32.4% |
| #39 | George Voukitchevitch | 327111 | SecurityNational Mortgage Company | 3116 | Fort Myers, FL | $2.7M | 11 | 20.8% |
| #39 | Michael Murgatroy | 60099 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $5.0M | 11 | 37.9% |
| #39 | Mark Hogrefe | 173568 | Sunpoint Home Loans LLC | 1559260 | Land O Lakes, FL | $4.2M | 11 | 37.9% |
| #39 | Alexis St Victor | 1371959 | Centric Mortgage LLC | 1796426 | Bensalem, PA | $3.3M | 11 | 33.3% |
| #39 | Dax Dunn | 1631107 | WIRE FUNDING | 1835827 | Davie, FL | $3.3M | 11 | 61.1% |
| #39 | Dominick Cordone | 182327 | T2 Financial LLC | 1686046 | Scituate, MA | $2.7M | 11 | 36.7% |
| #39 | Dustin Rains | 382424 | Innovative Mortgage Alliance LLC | 175407 | Draper, UT | $2.3M | 11 | 64.7% |
| #39 | Patricia Nicholson | 461929 | Synergy One Lending, Inc. | 1907235 | Plant City, FL | $2.3M | 11 | 42.3% |
| #39 | Daniel Krispinsky | 422448 | Lake Michigan Credit Union | 442967 | Fort Myers, FL | $4.2M | 11 | 73.3% |
| #39 | Douglas Leoni | 29873 | Simons & Leoni Home Loans, LLC | 8768 | Tampa, FL | $3.8M | 11 | 37.9% |
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 — Florida (2022). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2022
Powered by ChatMMI