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 October 11, 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 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $19.6M | 21 | 44.7% |
| #4 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $6.2M | 21 | 35.6% |
| #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 | Idaho Falls, ID | $6.2M | 19 | 38.0% |
| #8 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $6.0M | 18 | 60.0% |
| #8 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $6.1M | 18 | 56.3% |
| #8 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.7M | 18 | 34.0% |
| #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% |
| #13 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $5.3M | 17 | 27.4% |
| #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% |
| #16 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.3M | 15 | 78.9% |
| #16 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $4.5M | 15 | 62.5% |
| #16 | Jason Oswald | 34921 | My Style Mortgage Inc. | 2622728 | Rigby, ID | $6.0M | 15 | 25.4% |
| #16 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $3.3M | 15 | 39.5% |
| #20 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Pocatello, ID | $3.5M | 14 | 60.9% |
| #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 | 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 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $4.7M | 13 | 43.3% |
| #24 | Brian Fullmer | 37263 | Willamette Valley Bank | 713109 | — | $4.3M | 13 | 34.2% |
| #24 | Leon Baker | 103195 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $3.7M | 13 | 52.0% |
| #24 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $6.3M | 13 | 56.5% |
| #29 | Tracey Evans | 830329 | First Federal Savings Bank of Twin Falls | 402963 | — | $1.3M | 12 | 70.6% |
| #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 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $3.4M | 12 | 30.0% |
| #29 | Le Carlton Hardin | 707780 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $5.2M | 12 | 66.7% |
| #34 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $3.1M | 11 | 55.0% |
| #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 | 47.8% |
| #34 | Justin Tripon | 804410 | Intercap Lending Inc. | 190465 | Meridian, ID | $3.7M | 11 | 44.0% |
| #34 | Ryan Shelby | 47258 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.7M | 11 | 45.8% |
| #34 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.7M | 11 | 31.4% |
| #34 | Jason Speirs | 5720 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $3.7M | 11 | 21.2% |
| #34 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $4.0M | 11 | 44.0% |
| #34 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.4M | 11 | 26.2% |
| #34 | Christina Jordan | 200029 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $4.8M | 11 | 42.3% |
| #34 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $2.4M | 11 | 42.3% |
| #45 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $1.6M | 10 | 76.9% |
| #45 | Jeffrey Acree | 6591 | Capital Educators Federal Credit Union | 408042 | Boise, ID | $3.5M | 10 | 83.3% |
| #45 | Jillian Wright | 695065 | JPMorgan Chase Bank, National Association | 399798 | Boise, ID | $3.6M | 10 | 62.5% |
| #45 | Matthew Griffin | 1822207 | BEEHIVE FEDERAL CREDIT UNION | 712470 | — | $3.0M | 10 | 52.6% |
| #45 | Natalie Chatfield | 1553553 | Guaranteed Rate, Inc. | 2611 | Boise, ID | $3.0M | 10 | 41.7% |
| #45 | Jody Beumeler | 73996 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $2.8M | 10 | 66.7% |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2022
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