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 October 11, 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 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $7.6M | 25 | 58.1% |
| #4 | Craig Stelzer | 64247 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $12.0M | 25 | 22.3% |
| #4 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $10.3M | 25 | 15.5% |
| #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 | 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 | didier malagies | 212566 | DDA Mortgage Inc | 324329 | Largo, FL | $4.6M | 14 | 42.4% |
| #17 | Bryan Marx | 1121969 | MLD Mortgage Inc. | 1019 | Tampa, FL | $4.6M | 14 | 35.0% |
| #17 | Tasha Faiella | 1541675 | CrossCountry Mortgage, LLC | 3029 | Tampa, FL | $3.9M | 14 | 43.8% |
| #20 | Daniel Tokar | 1098658 | Gold Star Mortgage Financial Group, Corporation | 3446 | Sarasota, FL | $4.5M | 13 | 29.5% |
| #20 | Justin DeValerio | 1371580 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $1.5M | 13 | 24.1% |
| #20 | William Morgan | 149358 | Complete Mortgage LLC | 2085547 | Hollywood, FL | $4.9M | 13 | 31.0% |
| #20 | NEDRA NASH | 437845 | Ameris Bank | 408099 | Saint Augustine, FL | $4.7M | 13 | 41.9% |
| #24 | Michael Bergmann | 448031 | loanDepot.com, LLC | 174457 | Franklin, TN | $2.6M | 12 | 37.5% |
| #24 | Erika Jones | 1078863 | Your Clear Closing LLC | 1838818 | Davie, FL | $3.6M | 12 | 57.1% |
| #24 | Richard Brandt | 1628559 | Northpointe Bank | 447490 | Grand Rapids, MI | $2.8M | 12 | 66.7% |
| #24 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $3.0M | 12 | 32.4% |
| #24 | Hazem Al Hatamleh | 1799011 | Mortgage Lenders Investment Trading Corporation | 70168 | Lake Mary, FL | $3.1M | 12 | 54.5% |
| #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 | 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 | Rhonda Smith | 204465 | SecurityNational Mortgage Company | 3116 | Seminole, FL | $2.3M | 12 | 44.4% |
| #24 | LESLIE BEVIS | 546708 | Panhandle Credit Union | 2163677 | Panama City, FL | $2.6M | 12 | 57.1% |
| #24 | Joel Rosario | 1110878 | Seacoast National Bank | 608046 | The Villages, FL | $3.0M | 12 | 36.4% |
| #24 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $14.1M | 12 | 50.0% |
| #24 | Jennifer Martinez | 173516 | CrossCountry Mortgage, LLC | 3029 | Valrico, FL | $3.6M | 12 | 17.9% |
| #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 | 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 | 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 | 28.2% |
| #39 | Dominick Cordone | 182327 | T2 Financial LLC | 1686046 | Scituate, MA | $2.7M | 11 | 36.7% |
| #39 | Michael Trivelli | 328852 | Fidelity Mortgage Services, Inc | 327596 | Lake Mary, FL | $3.1M | 11 | 45.8% |
| #39 | Justin Margolis | 1015413 | Paramount Residential Mortgage Group, Inc. | 75243 | Davie, FL | $3.7M | 11 | 50.0% |
| #39 | Douglas Leoni | 29873 | Simons & Leoni Home Loans, LLC | 8768 | Tampa, FL | $3.8M | 11 | 37.9% |
| #39 | Marc Hutchison | 213521 | Plant City Mortgage Corporation | 289323 | — | $3.2M | 11 | 33.3% |
| #39 | Mark Hogrefe | 173568 | Sunpoint Home Loans LLC | 1559260 | Land O Lakes, FL | $4.2M | 11 | 36.7% |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2022
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