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 May 28, 2026, the top 3 include Toni Raulerson (Plant City Mortgage Corporation, NMLS #380055), Jane Floyd (NFM Lending, LLC, NMLS #327235), and Stephanie Grassi (Plant City Mortgage Corporation, NMLS #357527).
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 | Jane Floyd | 327235 | NFM Lending, LLC | 2893 | Tampa, FL | $10.3M | 26 | 25.5% |
| #2 | Stephanie Grassi | 357527 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $8.4M | 26 | 25.0% |
| #4 | Craig Stelzer | 64247 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $12.0M | 25 | 22.5% |
| #4 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $10.3M | 25 | 15.7% |
| #6 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $7.2M | 23 | 56.1% |
| #7 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $4.1M | 21 | 35.0% |
| #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 | 29.5% |
| #11 | Yvette Clermont | 248437 | Ixonia Bank | 423065 | Brookfield, WI | $4.8M | 16 | 29.6% |
| #11 | J.B Broughton | 212094 | ABS Financial Inc. | 302939 | Cape Coral, FL | $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 | 14.9% |
| #14 | Brett Mueller | 531669 | Custom Rate Mortgage PLLC | 2445999 | St Petersburg, FL | $3.8M | 15 | 71.4% |
| #16 | Tasha Faiella | 1541675 | CrossCountry Mortgage, LLC | 3029 | Tampa, FL | $3.9M | 14 | 43.8% |
| #16 | didier malagies | 212566 | DDA Mortgage Inc | 324329 | Largo, FL | $4.6M | 14 | 42.4% |
| #16 | Nicholas Long | 398963 | Fusion Home Loans, LLC | 2703121 | Orlando, FL | $5.3M | 14 | 35.0% |
| #16 | Bryan Marx | 1121969 | MLD Mortgage Inc. | 1019 | Tampa, FL | $4.6M | 14 | 35.0% |
| #20 | NEDRA NASH | 437845 | Ameris Bank | 408099 | Saint Augustine, FL | $4.7M | 13 | 41.9% |
| #20 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $17.1M | 13 | 50.0% |
| #20 | Daniel Tokar | 1098658 | Ark-La-Tex Financial Services, LLC | 2143 | Plantation, FL | $4.5M | 13 | 29.5% |
| #20 | William Morgan | 149358 | Complete Mortgage LLC | 2085547 | Hollywood, FL | $4.9M | 13 | 31.0% |
| #24 | Reba Sierra | 379024 | PMF, Inc. | 1980 | Brandon, FL | $2.6M | 12 | 40.0% |
| #24 | Richard Brandt | 1628559 | Northpointe Bank | 447490 | Grand Rapids, MI | $2.8M | 12 | 66.7% |
| #24 | Erika Jones | 1078863 | Your Clear Closing LLC | 1838818 | Davie, FL | $3.6M | 12 | 57.1% |
| #24 | Peter Freystaetter | 476623 | Space Coast Credit Union | 403370 | Miramar, FL | $1.9M | 12 | 12.9% |
| #24 | Barry Stanley | 544522 | TRUSTMARK BANK | 449605 | Destin, FL | $6.8M | 12 | 46.2% |
| #24 | Rhonda Smith | 204465 | SecurityNational Mortgage Company | 3116 | Seminole, FL | $2.3M | 12 | 44.4% |
| #24 | Jennifer Martinez | 173516 | CrossCountry Mortgage, LLC | 3029 | Valrico, FL | $3.6M | 12 | 17.9% |
| #24 | Brandon Brotsky | 342274 | Reach Home Loans LLC | 2266637 | Boca Raton, FL | $4.9M | 12 | 16.0% |
| #24 | Justin DeValerio | 1371580 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $1.4M | 12 | 22.6% |
| #24 | Joel Rosario | 1110878 | Seacoast National Bank | 608046 | The Villages, FL | $3.0M | 12 | 36.4% |
| #24 | LESLIE BEVIS | 546708 | Panhandle Credit Union | 2163677 | Panama City, FL | $2.6M | 12 | 57.1% |
| #24 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $3.0M | 12 | 32.4% |
| #24 | Robert Sampson | 351386 | Neighborhood Loans, Inc. | 222982 | Lakeland, FL | $3.2M | 12 | 17.1% |
| #24 | Michael Bergmann | 448031 | loanDepot.com, LLC | 174457 | Franklin, TN | $2.6M | 12 | 37.5% |
| #24 | Hazem Al Hatamleh | 1799011 | Mortgage Lenders Investment Trading Corporation | 70168 | Lake Mary, FL | $3.1M | 12 | 54.5% |
| #39 | Kevin Hoffman | 380080 | Nationwide Residential Capital, Inc. | 261728 | Brandon, FL | $4.6M | 11 | 32.4% |
| #39 | Michael Trivelli | 328852 | Fidelity Mortgage Services, Inc | 327596 | Longwood, FL | $3.1M | 11 | 47.8% |
| #39 | George Voukitchevitch | 327111 | SecurityNational Mortgage Company | 3116 | Fort Myers, FL | $2.7M | 11 | 20.8% |
| #39 | Douglas Leoni | 29873 | Simons & Leoni Home Loans, LLC | 8768 | Tampa, FL | $3.8M | 11 | 37.9% |
| #39 | Mark Hogrefe | 173568 | Sunpoint Home Loans LLC | 1559260 | Land O Lakes, FL | $4.2M | 11 | 36.7% |
| #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 | Dustin Rains | 382424 | Strategic Lending, LLC | 75381 | Orem, UT | $2.3M | 11 | 64.7% |
| #39 | Edward Carlton | 992248 | JRDB, Inc. | 1057426 | Jacksonville, FL | $3.6M | 11 | 28.2% |
| #39 | Patricia Nicholson | 461929 | NewRez LLC | 3013 | Greensburg, IN | $2.3M | 11 | 42.3% |
| #39 | Matthew Arcari | 244710 | Northpointe Bank | 447490 | Sarasota, FL | $3.6M | 11 | 64.7% |
| #39 | Daniel Krispinsky | 422448 | Lake Michigan Credit Union | 442967 | Fort Myers, FL | $4.2M | 11 | 73.3% |
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 — Florida (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2022
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