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 August 27, 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 | 45.7% |
| #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 | Little Rock, AR | $6.2M | 19 | 38.0% |
| #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% |
| #8 | Scott Petersen | 82815 | Guild Mortgage Company LLC | 3274 | Coeur D Alene, ID | $6.7M | 18 | 52.9% |
| #8 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $8.8M | 18 | 81.8% |
| #8 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $5.7M | 18 | 34.0% |
| #13 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $5.3M | 17 | 27.4% |
| #13 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $4.8M | 17 | 37.8% |
| #13 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $14.1M | 17 | 43.6% |
| #16 | Jason Oswald | 34921 | My Style Mortgage Inc. | 2622728 | Rigby, ID | $6.0M | 15 | 25.4% |
| #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 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $3.3M | 15 | 39.5% |
| #20 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $5.1M | 14 | 63.6% |
| #20 | Amy Glover | 21321 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $4.1M | 14 | 41.2% |
| #20 | Paul mcmurdie | 1000571 | Capital Educators Federal Credit Union | 408042 | — | $2.3M | 14 | 66.7% |
| #20 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Pocatello, ID | $3.5M | 14 | 60.9% |
| #24 | Brian Fullmer | 37263 | Willamette Valley Bank | 713109 | — | $4.3M | 13 | 34.2% |
| #24 | Adam Bell | 4527 | AK Bell, Inc. | 2066 | Idaho Falls, ID | $4.2M | 13 | 43.3% |
| #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% |
| #24 | Leon Baker | 103195 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $3.7M | 13 | 52.0% |
| #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 | Jeffrey Hovey | 40509 | Residential Mortgage, LLC | 167729 | Meridian, ID | $4.1M | 12 | 52.2% |
| #29 | Le Carlton Hardin | 707780 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $5.2M | 12 | 66.7% |
| #29 | Tracey Evans | 830329 | First Federal Savings Bank of Twin Falls | 402963 | — | $1.3M | 12 | 70.6% |
| #29 | Jason Speirs | 5720 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $4.2M | 12 | 22.6% |
| #35 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $4.8M | 11 | 42.3% |
| #35 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $3.1M | 11 | 55.0% |
| #35 | Brandie Anderson | 1479537 | Potlatch No.1 Financial Credit Union | 527990 | Lewiston, ID | $1.0M | 11 | 47.8% |
| #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 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $2.4M | 11 | 42.3% |
| #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 | Justin Tripon | 804410 | Intercap Lending Inc. | 190465 | Meridian, ID | $3.7M | 11 | 44.0% |
| #35 | MICHAEL WALL | 1179003 | Willamette Valley Bank | 713109 | — | $4.1M | 11 | 47.8% |
| #35 | Ryan Shelby | 47258 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.7M | 11 | 45.8% |
| #46 | Andrew Byrd | 1117336 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $3.2M | 10 | 33.3% |
| #46 | Jillian Wright | 695065 | JPMorgan Chase Bank, National Association | 399798 | Boise, ID | $3.6M | 10 | 62.5% |
| #46 | Alawna Towns Atherton | 522503 | Idaho Central Credit Union | 433926 | Meridian, ID | $5.3M | 10 | 50.0% |
| #46 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $1.6M | 10 | 76.9% |
| #46 | Carolyn Harwood | 1543322 | WAFD BANK | 410394 | — | $2.6M | 10 | 58.8% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2022
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