Retention champions in Florida in 2025, 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 Lauren Maxwell (CrossCountry Mortgage, LLC, NMLS #331415), ELIZABETH SKIPPER (COMMUNITY SOUTH CREDIT UNION, NMLS #2000927), and Sean Stephens (Metroplex Mortgage Services, Inc., NMLS #185288).
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 | Lauren Maxwell | 331415 | CrossCountry Mortgage, LLC | 3029 | Naples, FL | $9.4M | 29 | 22.0% |
| #2 | ELIZABETH SKIPPER | 2000927 | COMMUNITY SOUTH CREDIT UNION | 451247 | Chipley, FL | $8.2M | 27 | 65.9% |
| #2 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $7.3M | 27 | 39.1% |
| #4 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $8.0M | 24 | 13.5% |
| #4 | Jane Floyd | 327235 | Neighborhood Loans, Inc. | 222982 | Tampa, FL | $11.9M | 24 | 29.6% |
| #6 | ELIZABETH CASSIDY | 1902671 | Edge Home Finance, LLC | 891464 | Palm Bay, FL | $11.8M | 23 | 34.8% |
| #7 | Toni Raulerson | 380055 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $5.2M | 17 | 28.8% |
| #8 | Melinda Payan | 331861 | The Truth About Lending LLC | 1054357 | Davie, FL | $8.0M | 16 | 66.7% |
| #8 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $7.2M | 16 | 39.0% |
| #10 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $4.0M | 15 | 48.4% |
| #10 | Timothy Finn | 187322 | Future Financial LLC | 1621953 | Jacksonville Beach, FL | $6.3M | 15 | 65.2% |
| #10 | Ely Corporan | 1770284 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $2.3M | 15 | 51.7% |
| #10 | Adam Chwala | 382141 | American Fidelity Mortgage Solutions Inc | 2853047 | Tampa, FL | $9.2M | 15 | 55.6% |
| #10 | SHERRY BROCK | 1367681 | GULF WINDS CREDIT UNION | 414456 | Pensacola, FL | $1.5M | 15 | 53.6% |
| #10 | Steven Sisson | 805350 | Campus USA Credit Union | 799574 | Jonesville, FL | $2.5M | 15 | 32.6% |
| #16 | Joseph Nowacki | 906100 | Guaranteed Rate, Inc. | 2611 | St Petersburg, FL | $7.0M | 14 | 70.0% |
| #16 | BRIAN ZIMEL | 336790 | Alkan Mortgage Corporation | 210950 | Lake Mary, FL | $5.8M | 14 | 43.8% |
| #16 | Jocelyn Vizcarra | 561793 | Trustco Bank | 474376 | Sun City Center, FL | $1.5M | 14 | 66.7% |
| #19 | Xavier Perez | 375096 | Lending Spot LLC | 2463121 | Pinecrest, FL | $9.5M | 13 | 68.4% |
| #19 | Kristin Jamieson | 1097663 | Builders Choice Mortgage LLC | 2275047 | Boca Raton, FL | $3.4M | 13 | 30.2% |
| #19 | JESSICA LANGLEY | 1964889 | Movement Mortgage, LLC | 39179 | Lake City, FL | $3.5M | 13 | 52.0% |
| #19 | Michael Kammet | 42143 | Deco Mortgage, LLC. | 2561451 | Boca Raton, FL | $7.0M | 13 | 76.5% |
| #19 | Ryan Beck | 390343 | Beck Finance Group, LLC | 390675 | Sarasota, FL | $3.4M | 13 | 72.2% |
| #24 | Craig Dixon | 390051 | Future Financial LLC | 1621953 | Jacksonville Beach, FL | $4.8M | 12 | 38.7% |
| #24 | DONALD ALMEIDA | 372632 | HAPPY HOME MORTGAGE LLC | 2418348 | Winter Springs, FL | $3.1M | 12 | 36.4% |
| #24 | Justin Margolis | 1015413 | Paramount Residential Mortgage Group, Inc. | 75243 | Davie, FL | $7.3M | 12 | 57.1% |
| #24 | Amy Harvell | 1752706 | CrossCountry Mortgage, LLC | 3029 | Crestview, FL | $5.0M | 12 | 16.4% |
| #24 | Ameer Katifi | 1671470 | Trusted Mortgage Capital Inc | 2411952 | Irvine, CA | $4.8M | 12 | 46.2% |
| #24 | Anthony Moore | 220640 | The Mortgage Firm, Inc. | 189233 | Venice, FL | $4.3M | 12 | 42.9% |
| #24 | Junior Simmonds | 224612 | Enterprise Mortgage Group LLC | 2507107 | Orlando, FL | $5.7M | 12 | 75.0% |
| #24 | Layna Kirkham | 1040753 | Ameris Bank | 408099 | Tallahassee, FL | $3.8M | 12 | 54.5% |
| #24 | Samuel Swenson | 12166 | COMMUNITY FIRST CREDIT UNION OF FLORIDA | 379502 | Jacksonville, FL | $794K | 12 | 21.1% |
| #24 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $5.8M | 12 | 36.4% |
| #24 | Tyler Bahnsen | 362852 | CMG Mortgage, Inc. | 1820 | Miami, FL | $13.2M | 12 | 33.3% |
| #24 | Jean Pierre-Paul | 476295 | RUSH LENDING INC. | 1036959 | Miami, FL | $4.2M | 12 | 52.2% |
| #36 | Douglass Wagner | 1009151 | CrossCountry Mortgage, LLC | 3029 | St Petersburg, FL | $4.4M | 11 | 47.8% |
| #36 | Tu Ba Nguyen | 1401779 | Bluegrey Mortgage, LLC | 1652977 | Tampa, FL | $4.5M | 11 | 31.4% |
| #36 | Stephen Blood | 42160 | T2 Financial LLC | 1686046 | Miramar Beach, FL | $5.6M | 11 | 64.7% |
| #36 | Stephanie Grassi | 357527 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $4.0M | 11 | 20.4% |
| #36 | Gilbert Bennett | 1177528 | My Easy Mortgage, LLC | 1268485 | Wesley Chapel, FL | $5.0M | 11 | 47.8% |
| #36 | Julio Silva | 31721 | CrossCountry Mortgage, LLC | 3029 | Deerfield Beach, FL | $5.7M | 11 | 36.7% |
| #36 | Jonathan Kulak | 1403506 | Trident Home Loans, LLC | 65716 | Pensacola, FL | $6.7M | 11 | 52.4% |
| #36 | Erica Paradise | 213325 | Luminate Bank | 1281698 | Tampa, FL | $4.5M | 11 | 44.0% |
| #36 | Olivia Ramos | 585300 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $1.2M | 11 | 42.3% |
| #36 | Calvael Alisa | 1915734 | eMortgage Funding LLC | 1059364 | Troy, MI | $3.8M | 11 | 55.0% |
| #36 | Daniel Lado | 410079 | HSBC Bank USA National Association | 399799 | New York, NY | $2.6M | 11 | 100.0% |
| #47 | Katie Ditton | 737421 | Ameris Bank | 408099 | Palm Coast, FL | $3.4M | 10 | 47.6% |
| #47 | Joelle Balotin | 1234900 | Cogent Bank | 402296 | Jacksonville, FL | $3.6M | 10 | 66.7% |
| #47 | Michael Mizrahi | 188831 | CrossCountry Mortgage, LLC | 3029 | Delray Beach, FL | $9.8M | 10 | 58.8% |
| #47 | Martin Medve | 86840 | Trident Home Loans, LLC | 65716 | Pensacola, FL | $10.5M | 10 | 37.0% |
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 (2025). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2025
Powered by ChatMMI