Retention champions in Florida in 2024, 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 Sean Stephens (Metroplex Mortgage Services, Inc., NMLS #185288), Brandon Brotsky (Reach Home Loans LLC, NMLS #342274), and Richard Brandt (Northpointe Bank, NMLS #1628559).
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 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $9.8M | 40 | 54.8% |
| #2 | Brandon Brotsky | 342274 | Reach Home Loans LLC | 2266637 | Boca Raton, FL | $13.6M | 32 | 39.5% |
| #3 | Richard Brandt | 1628559 | Northpointe Bank | 447490 | Grand Rapids, MI | $9.3M | 19 | 67.9% |
| #3 | YAKELIN GONZALEZ | 370985 | Superior Mortgage Experts Inc | 2283152 | Miami Lakes, FL | $7.8M | 19 | 70.4% |
| #5 | ELIZABETH SKIPPER | 2000927 | COMMUNITY SOUTH CREDIT UNION | 451247 | Chipley, FL | $5.8M | 18 | 75.0% |
| #6 | SHERRY BROCK | 1367681 | GULF WINDS CREDIT UNION | 414456 | Pensacola, FL | $991K | 16 | 57.1% |
| #6 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $6.9M | 16 | 12.2% |
| #8 | Lauren Maxwell | 331415 | CrossCountry Mortgage, LLC | 3029 | Naples, FL | $4.7M | 15 | 14.7% |
| #8 | Max Fisch | 1937338 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $7.4M | 15 | 68.2% |
| #8 | Justin Margolis | 1015413 | Paramount Residential Mortgage Group, Inc. | 75243 | Davie, FL | $8.9M | 15 | 65.2% |
| #11 | Melinda Payan | 331861 | The Truth About Lending LLC | 1054357 | Davie, FL | $5.3M | 14 | 73.7% |
| #11 | Gilbert Bennett | 1177528 | My Easy Mortgage, LLC | 1268485 | Wesley Chapel, FL | $5.2M | 14 | 56.0% |
| #13 | Peter Freystaetter | 476623 | Space Coast Credit Union | 403370 | Miramar, FL | $6.8M | 13 | 15.3% |
| #13 | Diego Londono | 324778 | Lending Spot LLC | 2463121 | Pinecrest, FL | $5.9M | 13 | 46.4% |
| #13 | Marla Abdulnoor | 1662502 | Extreme Loans LLC | 2025962 | Southfield, MI | $4.7M | 13 | 61.9% |
| #16 | Kristin Deaton | 966920 | Guild Mortgage Company LLC | 3274 | Ormond Beach, FL | $2.1M | 12 | 66.7% |
| #16 | Joel Rosario | 1110878 | Seacoast National Bank | 608046 | The Villages, FL | $1.9M | 12 | 48.0% |
| #16 | NEDRA NASH | 437845 | Ameris Bank | 408099 | Saint Augustine, FL | $5.9M | 12 | 44.4% |
| #16 | Olivia Ramos | 585300 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $1.4M | 12 | 54.5% |
| #16 | Jason Kindler | 157168 | First Coast Mortgage Funding LLC | 1953441 | Jacksonville, FL | $6.1M | 12 | 35.3% |
| #21 | Barbara Schumann Jobmann | 659711 | Capital City Home Loans, LLC | 75615 | Spring Hill, FL | $2.4M | 11 | 52.4% |
| #22 | SONIA NIJHAWAN | 136302 | Mortgage Lenders Investment Trading Corporation | 70168 | Lake Mary, FL | $2.4M | 10 | 34.5% |
| #22 | Junior Simmonds | 224612 | Enterprise Mortgage Group LLC | 2507107 | Orlando, FL | $2.7M | 10 | 38.5% |
| #22 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $9.0M | 10 | 58.8% |
| #22 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $4.1M | 10 | 45.5% |
| #22 | Samuel Swenson | 12166 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $638K | 10 | 29.4% |
| #22 | Robert Stettler | 663828 | NFM Lending, LLC | 2893 | Sarasota, FL | $4.0M | 10 | 35.7% |
| #22 | Heidi Sanchez | 349596 | HS Solutions Investments & Loans, Inc | 1773725 | Orlando, FL | $4.6M | 10 | 66.7% |
| #29 | Ryan Ten Broeck | 805330 | Campus USA Credit Union | 799574 | Gainesville, FL | $542K | 9 | 23.7% |
| #29 | ELIZABETH CASSIDY | 1902671 | Edge Home Finance, LLC | 891464 | Palm Bay, FL | $3.5M | 9 | 36.0% |
| #29 | Toni Contreras Arroyo | 1977894 | AUCTUS MORTGAGE SOLUTIONS LLC | 2743323 | Orlando, FL | $3.1M | 9 | 60.0% |
| #29 | Michael Kodsi | 133081 | K & B Capital Corp. | 166254 | Boca Raton, FL | $3.8M | 9 | 50.0% |
| #29 | Marilyn Dennis | 1838974 | Mortgage Approved LLC | 1839404 | Tampa, FL | $3.0M | 9 | 60.0% |
| #29 | Michael Dean | 1119943 | Better Mortgage Corporation | 330511 | Winter Park, FL | $2.3M | 9 | 26.5% |
| #29 | Anthony Galasso | 913240 | moneylink mortgage, inc | 347075 | Clearwater, FL | $4.3M | 9 | 64.3% |
| #29 | Kelly Santos | 994273 | Atlantic Coast Mortgage, LLC | 643114 | Trinity, FL | $1.4M | 9 | 40.9% |
| #29 | SAMANTHA ROBIN | 1202547 | Milestone Mortgage Corporation | 1720728 | Jupiter, FL | $3.2M | 9 | 64.3% |
| #29 | Tyler Bahnsen | 362852 | CMG Mortgage, Inc. | 1820 | Miami, FL | $4.7M | 9 | 21.4% |
| #29 | Elyin Perez | 1508467 | ACE LENDING GROUP, LLC | 1960150 | Orlando, FL | $3.7M | 9 | 39.1% |
| #29 | Eric Wallberg | 25362 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $10.2M | 9 | 75.0% |
| #29 | Edward Carlton | 992248 | JRDB, Inc. | 1057426 | Jacksonville, FL | $3.1M | 9 | 36.0% |
| #29 | Amy Harvell | 1752706 | CrossCountry Mortgage, LLC | 3029 | Crestview, FL | $2.4M | 9 | 22.5% |
| #29 | Shannon Young | 373031 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $3.5M | 9 | 30.0% |
| #29 | Jennifer Martinez | 173516 | CrossCountry Mortgage, LLC | 3029 | Valrico, FL | $4.4M | 9 | 39.1% |
| #29 | Samuel Brown | 1601606 | Mortgage Research Center, LLC | 1907 | Columbia, MO | $3.9M | 9 | 60.0% |
| #46 | Michael Murgatroy | 60099 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $3.7M | 8 | 38.1% |
| #46 | John Croke | 561796 | Seacoast National Bank | 608046 | Orlando, FL | $2.6M | 8 | 36.4% |
| #46 | Ryan Boyd | 1313799 | CrossCountry Mortgage, LLC | 3029 | Tampa, FL | $3.0M | 8 | 38.1% |
| #46 | David Davis | 76573 | CrossCountry Mortgage, LLC | 3029 | Tampa, FL | $2.4M | 8 | 61.5% |
| #46 | Stephanie Grassi | 357527 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $2.4M | 8 | 17.8% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2024
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