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 August 27, 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 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $5.1M | 14 | 42.4% |
| #6 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $2.8M | 14 | 40.0% |
| #6 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $2.4M | 14 | 63.6% |
| #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 | 54.5% |
| #11 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $3.3M | 11 | 42.3% |
| #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 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $6.9M | 10 | 66.7% |
| #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% |
| #17 | Kendra Graybeal | 924381 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.5M | 9 | 39.1% |
| #17 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $768K | 9 | 75.0% |
| #17 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.9M | 9 | 26.5% |
| #17 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.5M | 9 | 52.9% |
| #17 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $2.9M | 9 | 52.9% |
| #17 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.2M | 9 | 50.0% |
| #23 | Tanner Ellis | 1825270 | FutureMortgage.com LLC | 2236028 | Boise, ID | $3.6M | 8 | 72.7% |
| #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 | Ana Flores | 410664 | Evergreen Moneysource Mortgage Company | 3182 | Nampa, ID | $1.6M | 8 | 53.3% |
| #23 | Scott Morris | 159946 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $2.7M | 8 | 47.1% |
| #23 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $1.6M | 8 | 34.8% |
| #30 | Matthew Lancaster | 1680045 | loanDepot.com, LLC | 174457 | Twin Falls, ID | $2.4M | 7 | 43.8% |
| #30 | Sean Palmer | 522589 | Idaho Central Credit Union | 433926 | Boise, ID | $1.6M | 7 | 53.8% |
| #30 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $1.8M | 7 | 63.6% |
| #30 | CHESTER LACKEY | 7932 | CrossCountry Mortgage, LLC | 3029 | Pocatello, ID | $1.9M | 7 | 38.9% |
| #34 | Shayn Carlson | 76695 | Fairway Independent Mortgage Corporation | 2289 | Boise, ID | $1.9M | 6 | 60.0% |
| #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 | Little Rock, AR | $1.7M | 6 | 23.1% |
| #34 | DAVID BARDIN | 136664 | Kyber Mortgage Corporation | 2653540 | Austin, TX | $2.1M | 6 | 42.9% |
| #34 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $2.2M | 6 | 30.0% |
| #34 | Richard Holsman | 95607 | Lower, LLC | 1124061 | Eagle, ID | $2.7M | 6 | 40.0% |
| #34 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $1.6M | 6 | 50.0% |
| #34 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $1.3M | 6 | 54.5% |
| #34 | Vicki Leavitt | 90947 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.8M | 6 | 60.0% |
| #43 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $1.4M | 5 | 13.9% |
| #43 | John Maus | 23660 | Synergy One Lending, Inc. | 1907235 | Idaho Falls, ID | $1.5M | 5 | 45.5% |
| #43 | Elizabeth Harper | 3762 | Rocket Mortgage, LLC | 3030 | Lewiston, ID | $1.3M | 5 | 31.3% |
| #43 | Karl Bowcutt | 22350 | Highlands Residential Mortgage, Ltd. | 134871 | Idaho Falls, ID | $1.8M | 5 | 41.7% |
| #43 | Sabrina Nelke | 1443529 | Premier Mortgage Resources, L.L.C. | 1169 | Liberty Lake, WA | $1.4M | 5 | 45.5% |
| #43 | Debra Aguirre-Shank | 1554942 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $1.3M | 5 | 50.0% |
| #43 | David Perry | 34786 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $1.3M | 5 | 38.5% |
| #43 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $1.7M | 5 | 18.5% |
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 August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2024
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