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 May 28, 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 | $8.0M | 21 | 40.4% |
| #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 | 44.4% |
| #5 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $5.9M | 15 | 44.1% |
| #6 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $2.4M | 14 | 63.6% |
| #6 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $8.9M | 14 | 51.9% |
| #8 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $1.8M | 12 | 54.5% |
| #8 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $2.3M | 12 | 37.5% |
| #10 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $6.9M | 10 | 71.4% |
| #10 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.0M | 10 | 28.6% |
| #10 | Jacy Pool | 1456505 | Premier Mortgage Resources, L.L.C. | 1169 | Twin Falls, ID | $3.5M | 10 | 50.0% |
| #10 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $3.2M | 10 | 40.0% |
| #10 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $6.0M | 10 | 58.8% |
| #15 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.5M | 9 | 52.9% |
| #15 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $2.9M | 9 | 37.5% |
| #15 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $2.9M | 9 | 52.9% |
| #15 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $2.6M | 9 | 50.0% |
| #15 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.2M | 9 | 50.0% |
| #15 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.9M | 9 | 27.3% |
| #15 | Kendra Graybeal | 924381 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.5M | 9 | 39.1% |
| #15 | CAROLE MEYER | 91917 | Capital Educators Federal Credit Union | 408042 | Nampa, ID | $768K | 9 | 75.0% |
| #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% |
| #23 | Amanda Mock | 1107052 | CMG Mortgage, Inc. | 1820 | Boise, ID | $3.0M | 8 | 53.3% |
| #23 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $1.6M | 8 | 34.8% |
| #23 | Ana Flores | 410664 | Evergreen Moneysource Mortgage Company | 3182 | Nampa, ID | $1.6M | 8 | 53.3% |
| #28 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $1.8M | 7 | 63.6% |
| #28 | Sean Palmer | 522589 | Idaho Central Credit Union | 433926 | Boise, ID | $1.6M | 7 | 53.8% |
| #28 | Tanner Ellis | 1825270 | FutureMortgage.com LLC | 2236028 | Boise, ID | $3.1M | 7 | 70.0% |
| #28 | CHESTER LACKEY | 7932 | CrossCountry Mortgage, LLC | 3029 | Pocatello, ID | $1.9M | 7 | 38.9% |
| #28 | Matthew Lancaster | 1680045 | loanDepot.com, LLC | 174457 | Twin Falls, ID | $2.4M | 7 | 43.8% |
| #33 | Ivan Dodge | 180890 | Affiliated Home Loans, Inc. | 380333 | Preston, ID | $1.6M | 6 | 50.0% |
| #33 | Richard Holsman | 95607 | Lower, LLC | 1124061 | Eagle, ID | $2.7M | 6 | 42.9% |
| #33 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $2.2M | 6 | 30.0% |
| #33 | Timothy Tickner | 347392 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $520K | 6 | 54.5% |
| #33 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $1.7M | 6 | 22.2% |
| #33 | Vicki Leavitt | 90947 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.8M | 6 | 60.0% |
| #33 | Shyanne Steed | 889911 | Van Dyk Mortgage Corporation | 3035 | Chubbuck, ID | $1.5M | 6 | 35.3% |
| #33 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $1.3M | 6 | 54.5% |
| #33 | DAVID BARDIN | 136664 | Kyber Mortgage Corporation | 2653540 | Austin, TX | $2.1M | 6 | 42.9% |
| #42 | Georgea Lipinski | 47259 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $1.1M | 5 | 50.0% |
| #42 | Kory Morgan | 794076 | Evergreen Moneysource Mortgage Company | 3182 | Pocatello, ID | $3.2M | 5 | 45.5% |
| #42 | David Perry | 34786 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $1.3M | 5 | 38.5% |
| #42 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $2.1M | 5 | 41.7% |
| #42 | STEVEN NIELSEN | 102402 | THE MORTGAGE SOLUTION, LP | 4478 | Chubbuck, ID | $1.4M | 5 | 45.5% |
| #42 | Elizabeth Harper | 3762 | Rocket Mortgage, LLC | 3030 | Lewiston, ID | $1.3M | 5 | 33.3% |
| #42 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $3.6M | 5 | 27.8% |
| #42 | Ronald Wieczorek | 648907 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Eagle, ID | $1.8M | 5 | 50.0% |
| #42 | NATHAN PUGMIRE | 157390 | CrossCountry Mortgage, LLC | 3029 | Meridian, ID | $2.4M | 5 | 38.5% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-units/2024
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