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 October 11, 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 | 53.6% |
| #6 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $2.4M | 14 | 63.6% |
| #6 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $5.1M | 14 | 42.4% |
| #8 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $2.5M | 13 | 38.2% |
| #9 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $1.8M | 12 | 54.5% |
| #10 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.3M | 11 | 42.3% |
| #10 | Jacy Pool | 1456505 | Premier Mortgage Resources, L.L.C. | 1169 | Twin Falls, ID | $3.7M | 11 | 52.4% |
| #12 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $2.8M | 10 | 52.6% |
| #12 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $6.0M | 10 | 58.8% |
| #12 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.0M | 10 | 27.0% |
| #12 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $3.2M | 10 | 40.0% |
| #16 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.9M | 9 | 26.5% |
| #16 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.5M | 9 | 52.9% |
| #16 | Kendra Graybeal | 924381 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.5M | 9 | 39.1% |
| #16 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $2.9M | 9 | 52.9% |
| #16 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $6.0M | 9 | 64.3% |
| #16 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.2M | 9 | 50.0% |
| #16 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $768K | 9 | 75.0% |
| #23 | Scott Morris | 159946 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $2.7M | 8 | 47.1% |
| #23 | Timothy Tickner | 347392 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $590K | 8 | 61.5% |
| #23 | Maureen Miller | 104070 | Fairway Independent Mortgage Corporation | 2289 | Meridian, ID | $3.8M | 8 | 66.7% |
| #23 | Tanner Ellis | 1825270 | FutureMortgage.com LLC | 2236028 | Boise, ID | $3.6M | 8 | 72.7% |
| #23 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $1.6M | 8 | 34.8% |
| #23 | Amanda Mock | 1107052 | CMG Mortgage, Inc. | 1820 | Boise, ID | $3.0M | 8 | 53.3% |
| #23 | Ana Flores | 410664 | Evergreen Moneysource Mortgage Company | 3182 | Nampa, ID | $1.6M | 8 | 53.3% |
| #30 | Sean Palmer | 522589 | Idaho Central Credit Union | 433926 | Boise, ID | $1.6M | 7 | 53.8% |
| #30 | Matthew Lancaster | 1680045 | loanDepot.com, LLC | 174457 | Twin Falls, ID | $2.4M | 7 | 43.8% |
| #30 | CHESTER LACKEY | 7932 | CrossCountry Mortgage, LLC | 3029 | Pocatello, ID | $1.9M | 7 | 38.9% |
| #30 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $1.8M | 7 | 63.6% |
| #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 | Vicki Leavitt | 90947 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.8M | 6 | 60.0% |
| #34 | Christina Jordan | 200029 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $1.3M | 6 | 54.5% |
| #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 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Pocatello, ID | $1.5M | 6 | 35.3% |
| #34 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $1.7M | 6 | 23.1% |
| #34 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $2.2M | 6 | 30.0% |
| #43 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $1.4M | 5 | 13.9% |
| #43 | Sabrina Nelke | 1443529 | Premier Mortgage Resources, L.L.C. | 1169 | Liberty Lake, WA | $1.4M | 5 | 45.5% |
| #43 | David Perry | 34786 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $1.3M | 5 | 38.5% |
| #43 | Karl Bowcutt | 22350 | Highlands Residential Mortgage, Ltd. | 134871 | Idaho Falls, ID | $1.8M | 5 | 41.7% |
| #43 | John Maus | 23660 | American Pacific Mortgage Corporation | 1850 | Idaho Falls, ID | $1.5M | 5 | 45.5% |
| #43 | NATHAN PUGMIRE | 157390 | CrossCountry Mortgage, LLC | 3029 | Meridian, ID | $2.4M | 5 | 38.5% |
| #43 | Elizabeth Harper | 3762 | Rocket Mortgage, LLC | 3030 | Lewiston, ID | $1.3M | 5 | 31.3% |
| #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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2024
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