Retention champions in Florida in 2026, 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 Matthew Weaver (CrossCountry Mortgage, LLC, NMLS #175651), Sean Stephens (Metroplex Mortgage Services, Inc., NMLS #185288), and Kevin Townsend (Guaranteed Rate, Inc., NMLS #171245).
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 | Matthew Weaver | 175651 | CrossCountry Mortgage, LLC | 3029 | Boca Raton, FL | $11.8M | 30 | 30.3% |
| #2 | Sean Stephens | 185288 | Metroplex Mortgage Services, Inc. | 185264 | Sebring, FL | $7.0M | 27 | 69.2% |
| #3 | Kevin Townsend | 171245 | Guaranteed Rate, Inc. | 2611 | Jacksonville, FL | $7.9M | 20 | 50.0% |
| #4 | Lauren Maxwell | 331415 | CrossCountry Mortgage, LLC | 3029 | Naples, FL | $9.7M | 19 | 34.5% |
| #5 | Joseph Nowacki | 906100 | Guaranteed Rate, Inc. | 2611 | St Petersburg, FL | $8.1M | 14 | 77.8% |
| #5 | Toni Raulerson | 380055 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $5.6M | 14 | 60.9% |
| #7 | Joshua Ulmer | 217794 | CrossCountry Mortgage, LLC | 3029 | Tequesta, FL | $6.2M | 13 | 61.9% |
| #7 | Jane Floyd | 327235 | NFM Lending, LLC | 2893 | Tampa, FL | $5.9M | 13 | 31.0% |
| #7 | Douglass Wagner | 1009151 | CrossCountry Mortgage, LLC | 3029 | St Petersburg, FL | $5.9M | 13 | 65.0% |
| #10 | Ely Corporan | 1770284 | EDUCATIONAL FEDERAL CREDIT UNION | 543676 | Miami, FL | $1.9M | 11 | 52.4% |
| #10 | Mitchell Goldin | 1915055 | Northpoint Mortgage, Inc. | 1515 | Orlando, FL | $6.4M | 11 | 61.1% |
| #12 | ELIZABETH CASSIDY | 1902671 | Edge Home Finance, LLC | 891464 | Palm Bay, FL | $4.1M | 10 | 32.3% |
| #12 | Peter Freystaetter | 476623 | Space Coast Credit Union | 403370 | Miramar, FL | $5.6M | 10 | 27.0% |
| #14 | DAVID COLLINS | 546214 | Lake Michigan Credit Union | 442967 | Fort Myers, FL | $5.6M | 9 | 69.2% |
| #14 | Oliver Orlicki | 205123 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $6.9M | 9 | 69.2% |
| #14 | Melinda Payan | 331861 | The Truth About Lending LLC | 1054357 | Davie, FL | $5.4M | 9 | 69.2% |
| #14 | BRIAN ZIMEL | 336790 | Alkan Mortgage Corporation | 210950 | Lake Mary, FL | $3.5M | 9 | 69.2% |
| #18 | Tracy Simpson | 1625881 | Seacoast National Bank | 608046 | The Villages, FL | $2.8M | 8 | 32.0% |
| #18 | Calvael Alisa | 1915734 | eMortgage Funding LLC | 1059364 | Troy, MI | $2.9M | 8 | 40.0% |
| #18 | Stacy Haynes | 285885 | Trident Home Loans, LLC | 65716 | Pensacola, FL | $3.2M | 8 | 44.4% |
| #18 | Daniel Clifton | 284174 | Clifton Mortgage Services, LLC | 852745 | Winter Park, FL | $2.7M | 8 | 80.0% |
| #18 | Josef Halvorsen | 788842 | LoanPeople, LLC | 1886352 | Jacksonville, FL | $2.5M | 8 | 53.3% |
| #18 | Mohammad Shah | 1198498 | Trusted Mortgage Capital Inc | 2411952 | Irvine, CA | $3.3M | 8 | 80.0% |
| #18 | Ashley Bedford | 1278530 | APPLI, LLC | 2245566 | Orlando, FL | $3.7M | 8 | 61.5% |
| #18 | YAKELIN GONZALEZ | 370985 | Superior Mortgage Experts Inc | 2283152 | Miami Lakes, FL | $5.2M | 8 | 72.7% |
| #18 | ELIZABETH SKIPPER | 2000927 | COMMUNITY SOUTH CREDIT UNION | 451247 | Chipley, FL | $1.9M | 8 | 61.5% |
| #18 | Timothy McConnell | 181046 | CMG Mortgage, Inc. | 1820 | Jacksonville, FL | $4.8M | 8 | 66.7% |
| #18 | Julie Grushoff | 374032 | Clear Choice Lending Group, Inc. | 2026723 | Sunrise, FL | $4.1M | 8 | 66.7% |
| #18 | marci snyder | 276172 | Acrisure Mortgage, LLC | 152859 | Orlando, FL | $3.6M | 8 | 57.1% |
| #18 | Timothy Finn | 187322 | Future Financial LLC | 1621953 | Jacksonville Beach, FL | $3.2M | 8 | 80.0% |
| #18 | Theresa Hysong Merrill | 884253 | GTE Federal Credit Union dba GTE Financial | 477712 | Tampa, FL | $1.3M | 8 | 61.5% |
| #18 | Judy Zucker | 1035126 | FM Home Loans, LLC | 2212 | Hollywood, FL | $9.4M | 8 | 61.5% |
| #33 | Evan McDonough | 239065 | MortgageOne, Inc. | 898812 | Jupiter, FL | $3.7M | 7 | 25.0% |
| #33 | Chad Oliver | 324979 | Seacoast National Bank | 608046 | The Villages, FL | $2.3M | 7 | 33.3% |
| #33 | Clayton Higgins | 956322 | Guaranteed Rate, Inc. | 2611 | Tarpon Springs, FL | $3.2M | 7 | 41.2% |
| #33 | Gilbert Bennett | 1177528 | My Easy Mortgage, LLC | 1268485 | Wesley Chapel, FL | $2.1M | 7 | 53.8% |
| #33 | Douglas Martin | 659614 | Lake Michigan Credit Union | 442967 | Fort Myers, FL | $3.4M | 7 | 70.0% |
| #33 | Ronald Byrom | 276811 | loanDepot.com, LLC | 174457 | Tallahassee, FL | $807K | 7 | 35.0% |
| #33 | Dalton Squires | 2145947 | Plant City Mortgage Corporation | 289323 | Plant City, FL | $2.1M | 7 | 53.8% |
| #33 | Emmanuel St. Germain | 327176 | Builders Choice Mortgage LLC | 2275047 | Boca Raton, FL | $4.1M | 7 | 63.6% |
| #33 | Scott Stone | 979561 | STONE MORTGAGE GROUP, LLC | 2329637 | Plant City, FL | $3.9M | 7 | 63.6% |
| #33 | Heather Cortese | 1342392 | PMF, Inc. | 1980 | Tampa, FL | $3.3M | 7 | 70.0% |
| #33 | Joshua Quibodeaux | 334902 | CrossCountry Mortgage, LLC | 3029 | Melbourne, FL | $2.8M | 7 | 29.2% |
| #33 | Lorena Colin | 389462 | COLIN GROUP LLC | 2350744 | Tampa, FL | $2.5M | 7 | 58.3% |
| #33 | Jason Brolus | 1092748 | Lake Michigan Credit Union | 442967 | Sun City Center, FL | $10.5M | 7 | 70.0% |
| #33 | Kevin Hoffman | 380080 | Nationwide Residential Capital, Inc. | 261728 | Brandon, FL | $3.6M | 7 | 41.2% |
| #33 | SAMUEL BISSETT | 227484 | FIRST SECURITY MORTGAGE SERVICES, INC. | 226560 | Tampa, FL | $3.6M | 7 | 63.6% |
| #33 | Mason Pruner | 323719 | The Mortgage Firm, Inc. | 189233 | Altamonte Springs, FL | $2.8M | 7 | 53.8% |
| #33 | Edward Carlton | 992248 | JRDB, Inc. | 1057426 | Jacksonville, FL | $2.5M | 7 | 30.4% |
| #50 | Jason Martin | 919094 | CTC Mortgage Company LLC | 371182 | Avondale Estates, GA | $4.5M | 6 | 31.6% |
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 (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/florida/top-retention-by-units/2026
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