Retention champions in Idaho in 2024, 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 Terry Heffner (Guild Mortgage Company LLC, NMLS #95796), Amanda Feely-Swain (Premier Mortgage Resources, L.L.C., NMLS #38490), and KERRY GREENWALD (CREEKSIDE MORTGAGE INCORPORATED, NMLS #70269).
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 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $3.5M | 25 | 71.4% |
| #2 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $8.3M | 22 | 40.7% |
| #3 | KERRY GREENWALD | 70269 | CREEKSIDE MORTGAGE INCORPORATED | 70358 | Meridian, ID | $7.1M | 18 | 90.0% |
| #4 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $3.8M | 16 | 43.2% |
| #5 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $9.2M | 15 | 51.7% |
| #5 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $5.9M | 15 | 44.1% |
| #7 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $2.4M | 14 | 63.6% |
| #7 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $2.8M | 14 | 40.0% |
| #9 | Jacy Pool | 1456505 | Premier Mortgage Resources, L.L.C. | 1169 | Twin Falls, ID | $4.0M | 12 | 54.5% |
| #9 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $1.8M | 12 | 52.2% |
| #11 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.3M | 11 | 42.3% |
| #11 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.5M | 11 | 28.9% |
| #13 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $6.9M | 10 | 66.7% |
| #13 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $2.8M | 10 | 52.6% |
| #13 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $3.2M | 10 | 40.0% |
| #13 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $6.0M | 10 | 58.8% |
| #17 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $2.9M | 9 | 52.9% |
| #17 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.9M | 9 | 27.3% |
| #17 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.5M | 9 | 52.9% |
| #17 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.2M | 9 | 50.0% |
| #17 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $768K | 9 | 75.0% |
| #17 | Kendra Graybeal | 924381 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.5M | 9 | 39.1% |
| #23 | Ana Flores | 410664 | Evergreen Moneysource Mortgage Company | 3182 | Nampa, ID | $1.6M | 8 | 53.3% |
| #23 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $1.6M | 8 | 34.8% |
| #23 | Timothy Tickner | 347392 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $590K | 8 | 61.5% |
| #23 | Amanda Mock | 1107052 | CMG Mortgage, Inc. | 1820 | Boise, ID | $3.0M | 8 | 53.3% |
| #23 | Maureen Miller | 104070 | Fairway Independent Mortgage Corporation | 2289 | Meridian, ID | $3.8M | 8 | 66.7% |
| #23 | Scott Morris | 159946 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $2.7M | 8 | 47.1% |
| #29 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $1.8M | 7 | 63.6% |
| #29 | CHESTER LACKEY | 7932 | CrossCountry Mortgage, LLC | 3029 | Pocatello, ID | $1.9M | 7 | 38.9% |
| #29 | Sean Palmer | 522589 | Idaho Central Credit Union | 433926 | Boise, ID | $1.6M | 7 | 53.8% |
| #29 | Matthew Lancaster | 1680045 | loanDepot.com, LLC | 174457 | Twin Falls, ID | $2.4M | 7 | 43.8% |
| #29 | Tanner Ellis | 1825270 | FutureMortgage.com LLC | 2236028 | Boise, ID | $3.1M | 7 | 70.0% |
| #34 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $2.2M | 6 | 30.0% |
| #34 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $1.3M | 6 | 54.5% |
| #34 | Shayn Carlson | 76695 | Fairway Independent Mortgage Corporation | 2289 | Boise, ID | $1.9M | 6 | 60.0% |
| #34 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $1.6M | 6 | 50.0% |
| #34 | DAVID BARDIN | 136664 | Kyber Mortgage Corporation | 2653540 | Austin, TX | $2.1M | 6 | 42.9% |
| #34 | Richard Holsman | 95607 | Lower, LLC | 1124061 | Eagle, ID | $2.7M | 6 | 40.0% |
| #34 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $1.7M | 6 | 22.2% |
| #34 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Pocatello, ID | $1.5M | 6 | 35.3% |
| #34 | Vicki Leavitt | 90947 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.8M | 6 | 60.0% |
| #43 | NATHAN PUGMIRE | 157390 | CrossCountry Mortgage, LLC | 3029 | Meridian, ID | $2.4M | 5 | 38.5% |
| #43 | Kory Morgan | 794076 | Evergreen Moneysource Mortgage Company | 3182 | Pocatello, ID | $3.2M | 5 | 45.5% |
| #43 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $2.1M | 5 | 41.7% |
| #43 | Elizabeth Harper | 3762 | Rocket Mortgage, LLC | 3030 | Lewiston, ID | $1.3M | 5 | 31.3% |
| #43 | Ronald Wieczorek | 648907 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Eagle, ID | $1.8M | 5 | 50.0% |
| #43 | Leticia Chairez | 522548 | Idaho Central Credit Union | 433926 | Burley, ID | $938K | 5 | 23.8% |
| #43 | David Perry | 34786 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $1.3M | 5 | 38.5% |
| #43 | STEVEN NIELSEN | 102402 | THE MORTGAGE SOLUTION, LP | 4478 | Chubbuck, ID | $1.4M | 5 | 45.5% |
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 (2024). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2024
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