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 July 13, 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 | $13.1M | 40 | 83.3% |
| #2 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $8.1M | 26 | 44.8% |
| #3 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $6.5M | 23 | 41.8% |
| #4 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $6.2M | 21 | 35.6% |
| #4 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $19.6M | 21 | 44.7% |
| #4 | Casey Payne | 825444 | Idaho Central Credit Union | 433926 | Pocatello, ID | $11.6M | 21 | 56.8% |
| #7 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $6.2M | 19 | 38.0% |
| #8 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $8.8M | 18 | 81.8% |
| #8 | Scott Petersen | 82815 | Guild Mortgage Company LLC | 3274 | Coeur D Alene, ID | $6.7M | 18 | 52.9% |
| #8 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.7M | 18 | 34.0% |
| #8 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $6.1M | 18 | 56.3% |
| #8 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $6.0M | 18 | 60.0% |
| #13 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $14.1M | 17 | 43.6% |
| #13 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $4.8M | 17 | 37.8% |
| #13 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $5.3M | 17 | 27.4% |
| #16 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.3M | 15 | 78.9% |
| #16 | Jason Oswald | 34921 | My Style Mortgage Inc. | 2622728 | Rigby, ID | $6.0M | 15 | 25.4% |
| #16 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $4.5M | 15 | 62.5% |
| #16 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $3.3M | 15 | 39.5% |
| #20 | Amy Glover | 21321 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $4.1M | 14 | 41.2% |
| #20 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $5.1M | 14 | 63.6% |
| #20 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Pocatello, ID | $3.5M | 14 | 60.9% |
| #20 | Paul mcmurdie | 1000571 | Capital Educators Federal Credit Union | 408042 | — | $2.3M | 14 | 66.7% |
| #24 | Adam Bell | 4527 | AK Bell, Inc. | 2066 | Idaho Falls, ID | $4.2M | 13 | 43.3% |
| #24 | Leon Baker | 103195 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $3.7M | 13 | 52.0% |
| #24 | Brian Fullmer | 37263 | Willamette Valley Bank | 713109 | — | $4.3M | 13 | 34.2% |
| #24 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $6.3M | 13 | 56.5% |
| #24 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $4.7M | 13 | 43.3% |
| #29 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $3.4M | 12 | 29.3% |
| #29 | Jeffrey Hovey | 40509 | Residential Mortgage, LLC | 167729 | Meridian, ID | $4.1M | 12 | 52.2% |
| #29 | Byron Thurgood | 729367 | KeyBank National Association | 399797 | Idaho Falls, ID | $3.8M | 12 | 60.0% |
| #29 | Tracey Evans | 830329 | First Federal Savings Bank of Twin Falls | 402963 | — | $1.3M | 12 | 70.6% |
| #29 | Le Carlton Hardin | 707780 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $5.2M | 12 | 66.7% |
| #29 | Jason Speirs | 5720 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $4.2M | 12 | 22.6% |
| #35 | Carolyn Harwood | 1543322 | WAFD BANK | 410394 | — | $2.8M | 11 | 61.1% |
| #35 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $2.4M | 11 | 42.3% |
| #35 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $3.1M | 11 | 55.0% |
| #35 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $4.8M | 11 | 42.3% |
| #35 | MICHAEL WALL | 1179003 | Willamette Valley Bank | 713109 | — | $4.1M | 11 | 47.8% |
| #35 | STEVEN NIELSEN | 102402 | THE MORTGAGE SOLUTION, LP | 4478 | Chubbuck, ID | $3.2M | 11 | 68.8% |
| #35 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $4.0M | 11 | 44.0% |
| #35 | Brandie Anderson | 1479537 | Potlatch No.1 Financial Credit Union | 527990 | Lewiston, ID | $1.0M | 11 | 47.8% |
| #35 | Ryan Shelby | 47258 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.7M | 11 | 45.8% |
| #35 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.4M | 11 | 26.2% |
| #35 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.7M | 11 | 31.4% |
| #35 | Justin Tripon | 804410 | Intercap Lending Inc. | 190465 | Meridian, ID | $3.7M | 11 | 44.0% |
| #47 | Andrew Byrd | 1117336 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $3.2M | 10 | 33.3% |
| #47 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $1.6M | 10 | 76.9% |
| #47 | Alawna Towns Atherton | 522503 | Idaho Central Credit Union | 433926 | Meridian, ID | $5.3M | 10 | 50.0% |
| #47 | Jillian Wright | 695065 | JPMorgan Chase Bank, National Association | 399798 | Boise, ID | $3.6M | 10 | 62.5% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2022
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