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 July 13, 2026, the top 3 include Toni Raulerson (Plant City Mortgage Corporation, NMLS #380055), Stephanie Grassi (Plant City Mortgage Corporation, NMLS #357527), and Jane Floyd (NFM Lending, LLC, 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 | NFM Lending, LLC | 2893 | 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 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $6.3M | 19 | 54.3% |
| #8 | SHERRY BROCK | 1367681 | GULF WINDS CREDIT UNION | 414456 | Pensacola, FL | $2.2M | 19 | 57.6% |
| #10 | Robert Stettler | 663828 | NFM Lending, LLC | 2893 | Sarasota, FL | $5.3M | 18 | 29.0% |
| #11 | J.B Broughton | 212094 | ABS Financial Inc. | 302939 | Cape Coral, FL | $4.2M | 16 | 64.0% |
| #11 | Yvette Clermont | 248437 | Ixonia Bank | 423065 | Brookfield, WI | $4.8M | 16 | 29.6% |
| #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 | Brett Mueller | 531669 | Custom Rate Mortgage PLLC | 2445999 | St Petersburg, FL | $3.8M | 15 | 71.4% |
| #14 | Nicholas Long | 398963 | Fusion Home Loans, LLC | 2703121 | Orlando, FL | $5.5M | 15 | 34.9% |
| #17 | didier malagies | 212566 | DDA Mortgage Inc | 324329 | Largo, FL | $4.6M | 14 | 42.4% |
| #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% |
| #20 | NEDRA NASH | 437845 | Ameris Bank | 408099 | Saint Augustine, FL | $4.7M | 13 | 41.9% |
| #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% |
| #24 | Erika Jones | 1078863 | Your Clear Closing LLC | 1838818 | Davie, FL | $3.6M | 12 | 57.1% |
| #24 | Hazem Al Hatamleh | 1799011 | Mortgage Lenders Investment Trading Corporation | 70168 | Lake Mary, FL | $3.1M | 12 | 54.5% |
| #24 | Richard Brandt | 1628559 | Northpointe Bank | 447490 | Grand Rapids, MI | $2.8M | 12 | 66.7% |
| #24 | Jennifer Martinez | 173516 | CrossCountry Mortgage, LLC | 3029 | Valrico, FL | $3.6M | 12 | 17.9% |
| #24 | Rhonda Smith | 204465 | SecurityNational Mortgage Company | 3116 | Seminole, FL | $2.3M | 12 | 44.4% |
| #24 | Peter Freystaetter | 476623 | Space Coast Credit Union | 403370 | Miramar, FL | $1.9M | 12 | 12.8% |
| #24 | Brandon Brotsky | 342274 | Reach Home Loans LLC | 2266637 | Boca Raton, FL | $4.9M | 12 | 16.0% |
| #24 | Barry Stanley | 544522 | TRUSTMARK BANK | 449605 | Destin, FL | $6.8M | 12 | 42.9% |
| #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 | Michael Bergmann | 448031 | loanDepot.com, LLC | 174457 | Franklin, TN | $2.6M | 12 | 37.5% |
| #24 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $14.1M | 12 | 48.0% |
| #24 | Reba Sierra | 379024 | PMF, Inc. | 1980 | Brandon, FL | $2.6M | 12 | 40.0% |
| #24 | Robert Sampson | 351386 | Neighborhood Loans, Inc. | 222982 | Lakeland, FL | $3.2M | 12 | 16.9% |
| #24 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $3.0M | 12 | 32.4% |
| #39 | Kevin Hoffman | 380080 | Nationwide Residential Capital, Inc. | 261728 | Brandon, FL | $4.6M | 11 | 32.4% |
| #39 | Edward Carlton | 992248 | JRDB, Inc. | 1057426 | Jacksonville, FL | $3.6M | 11 | 28.9% |
| #39 | Daniel Krispinsky | 422448 | Lake Michigan Credit Union | 442967 | Fort Myers, FL | $4.2M | 11 | 73.3% |
| #39 | Michal Bander | 370763 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $3.8M | 11 | 31.4% |
| #39 | Dustin Rains | 382424 | Strategic Lending, LLC | 75381 | Orem, UT | $2.3M | 11 | 64.7% |
| #39 | Mark Hogrefe | 173568 | Sunpoint Home Loans LLC | 1559260 | Land O Lakes, FL | $4.2M | 11 | 36.7% |
| #39 | Dominick Cordone | 182327 | T2 Financial LLC | 1686046 | Scituate, MA | $2.7M | 11 | 36.7% |
| #39 | Dax Dunn | 1631107 | WIRE FUNDING | 1835827 | Davie, FL | $3.3M | 11 | 61.1% |
| #39 | Alexis St Victor | 1371959 | Centric Mortgage LLC | 1796426 | Bensalem, PA | $3.3M | 11 | 33.3% |
| #39 | Michael Murgatroy | 60099 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $5.0M | 11 | 37.9% |
| #39 | Patricia Nicholson | 461929 | NewRez LLC | 3013 | — | $2.3M | 11 | 42.3% |
| #39 | Justin Margolis | 1015413 | Paramount Residential Mortgage Group, Inc. | 75243 | Davie, FL | $3.7M | 11 | 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 — Florida (2022). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2022
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