Retention champions in Idaho in 2022, 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 Scott Morris (Pioneer Federal Credit Union, NMLS #159946), Samuel Newell (Evergreen Moneysource Mortgage Company, NMLS #9027), and Corey Newell (Evergreen Moneysource Mortgage Company, NMLS #24591).
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 | Scott Morris | 159946 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $12.4M | 38 | 82.6% |
| #2 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $8.1M | 26 | 45.6% |
| #3 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $6.5M | 23 | 42.6% |
| #4 | Casey Payne | 825444 | Idaho Central Credit Union | 433926 | Pocatello, ID | $11.6M | 21 | 58.3% |
| #4 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $19.6M | 21 | 46.7% |
| #6 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $5.6M | 19 | 35.2% |
| #7 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $8.8M | 18 | 81.8% |
| #7 | Scott Petersen | 82815 | Guild Mortgage Company LLC | 3274 | Coeur D Alene, ID | $6.7M | 18 | 52.9% |
| #9 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $4.8M | 17 | 37.8% |
| #9 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $5.8M | 17 | 58.6% |
| #9 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.5M | 17 | 32.7% |
| #9 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $5.5M | 17 | 37.8% |
| #9 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $5.8M | 17 | 53.1% |
| #14 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Chubbuck, ID | $3.7M | 15 | 62.5% |
| #14 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.3M | 15 | 78.9% |
| #14 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $13.0M | 15 | 39.5% |
| #14 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $4.5M | 15 | 24.6% |
| #14 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $4.5M | 15 | 62.5% |
| #14 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $3.3M | 15 | 40.5% |
| #20 | Paul mcmurdie | 1000571 | Capital Educators Federal Credit Union | 408042 | — | $2.3M | 14 | 66.7% |
| #20 | Amy Glover | 21321 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $4.1M | 14 | 41.2% |
| #20 | Jason Oswald | 34921 | My Style Mortgage Inc. | 2622728 | Rigby, ID | $5.5M | 14 | 23.7% |
| #23 | Brian Fullmer | 37263 | Willamette Valley Bank | 713109 | — | $4.3M | 13 | 35.1% |
| #23 | Adam Bell | 4527 | AK Bell, Inc. | 2066 | Idaho Falls, ID | $4.2M | 13 | 44.8% |
| #23 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $4.9M | 13 | 61.9% |
| #23 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $6.3M | 13 | 56.5% |
| #23 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $4.7M | 13 | 43.3% |
| #28 | Jeffrey Hovey | 40509 | Residential Mortgage, LLC | 167729 | Meridian, ID | $4.1M | 12 | 52.2% |
| #28 | Leon Baker | 103195 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $3.4M | 12 | 50.0% |
| #28 | Byron Thurgood | 729367 | KeyBank National Association | 399797 | Idaho Falls, ID | $3.5M | 12 | 57.1% |
| #28 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $3.4M | 12 | 30.0% |
| #28 | Tracey Evans | 830329 | First Federal Savings Bank of Twin Falls | 402963 | — | $1.3M | 12 | 70.6% |
| #28 | Le Carlton Hardin | 707780 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $5.2M | 12 | 66.7% |
| #34 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $4.8M | 11 | 42.3% |
| #34 | Justin Tripon | 804410 | Intercap Lending Inc. | 190465 | Meridian, ID | $3.7M | 11 | 44.0% |
| #34 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.4M | 11 | 26.2% |
| #34 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $3.1M | 11 | 55.0% |
| #34 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.7M | 11 | 31.4% |
| #34 | STEVEN NIELSEN | 102402 | THE MORTGAGE SOLUTION, LP | 4478 | Chubbuck, ID | $3.2M | 11 | 68.8% |
| #34 | MICHAEL WALL | 1179003 | Willamette Valley Bank | 713109 | — | $4.1M | 11 | 50.0% |
| #34 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $2.4M | 11 | 40.7% |
| #34 | Brandie Anderson | 1479537 | Potlatch No.1 Financial Credit Union | 527990 | Lewiston, ID | $1.0M | 11 | 47.8% |
| #43 | Andrew Byrd | 1117336 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $3.2M | 10 | 33.3% |
| #43 | Jillian Wright | 695065 | JPMorgan Chase Bank, National Association | 399798 | Boise, ID | $3.6M | 10 | 62.5% |
| #43 | Alawna Towns Atherton | 522503 | Idaho Central Credit Union | 433926 | Meridian, ID | $5.3M | 10 | 50.0% |
| #43 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $3.7M | 10 | 40.0% |
| #43 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $1.6M | 10 | 76.9% |
| #43 | Jeffrey Acree | 6591 | Capital Educators Federal Credit Union | 408042 | Boise, ID | $3.5M | 10 | 83.3% |
| #43 | Ryan Shelby | 47258 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.5M | 10 | 41.7% |
| #43 | Matthew Griffin | 1822207 | BEEHIVE FEDERAL CREDIT UNION | 712470 | — | $3.0M | 10 | 52.6% |
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 — Idaho (2022). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2022
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