Retention champions in Idaho in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Scott Morris (Pioneer Federal Credit Union, NMLS #159946), Brian Young (Glacier Bank, NMLS #580430), and Jason Oswald (My Style Mortgage Inc., NMLS #34921).
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 | $4.6M | 17 | 85.0% |
| #2 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.4M | 7 | 53.8% |
| #3 | Jason Oswald | 34921 | My Style Mortgage Inc. | 2622728 | Rigby, ID | $4.0M | 8 | 40.0% |
| #4 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $3.9M | 12 | 46.2% |
| #5 | Amanda Feely-Swain | 38490 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.3M | 8 | 36.4% |
| #6 | Mitchell Shreeve | 652630 | Movement Mortgage, LLC | 39179 | Meridian, ID | $3.1M | 6 | 60.0% |
| #7 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $3.0M | 6 | 40.0% |
| #8 | Christina Jordan | 200029 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $3.0M | 9 | 64.3% |
| #9 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $2.9M | 2 | 10.5% |
| #10 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $2.8M | 14 | 58.3% |
| #11 | Jack Yasaitis | 646070 | Evergreen Moneysource Mortgage Company | 3182 | Idaho Falls, ID | $2.7M | 6 | 60.0% |
| #12 | Brandon Allen | 1146848 | Paradigm Mortgage LLC | 2701062 | Boise, ID | $2.7M | 8 | 57.1% |
| #13 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.6M | 6 | 37.5% |
| #14 | KAREN HOLLAND | 787309 | Potlatch No.1 Financial Credit Union | 527990 | — | $2.3M | 6 | 50.0% |
| #15 | Mary Jaro | 5604 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $2.1M | 8 | 47.1% |
| #16 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $1.9M | 6 | 20.7% |
| #17 | Gwen Swain | 1619853 | Waterstone Mortgage Corporation | 186434 | Eagle, ID | $1.8M | 5 | 41.7% |
| #18 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $1.8M | 5 | 26.3% |
| #19 | Whittney Curran | 47254 | Guild Mortgage Company LLC | 3274 | Nampa, ID | $1.7M | 5 | 33.3% |
| #20 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $1.7M | 7 | 41.2% |
| #21 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $1.7M | 6 | 50.0% |
| #22 | Jacy Pool | 1456505 | Premier Mortgage Resources, L.L.C. | 1169 | Twin Falls, ID | $1.6M | 8 | 61.5% |
| #23 | Ryan Shelby | 47258 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $1.6M | 4 | 36.4% |
| #24 | Landon Kesler | 14024 | Canopy Mortgage, LLC | 1359687 | Idaho Falls, ID | $1.5M | 4 | 17.4% |
| #25 | Karl Bowcutt | 22350 | Highlands Residential Mortgage, Ltd. | 134871 | Idaho Falls, ID | $1.5M | 7 | 46.7% |
| #26 | Andrew Fullmer | 53045 | Willamette Valley Bank | 713109 | — | $1.5M | 4 | 28.6% |
| #27 | Andrew Byrd | 1117336 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $1.4M | 4 | 36.4% |
| #28 | Daniel McFetridge | 1087888 | FREEDOM NORTHWEST CREDIT UNION | 810340 | Lewiston, ID | $1.4M | 5 | 45.5% |
| #29 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $1.3M | 5 | 41.7% |
| #30 | John VanOrden | 229137 | American Pacific Mortgage Corporation | 1850 | Pocatello, ID | $1.2M | 7 | 58.3% |
| #31 | Brandi Erickson | 1188213 | Idaho Central Credit Union | 433926 | Pocatello, ID | $1.1M | 3 | 27.3% |
| #32 | Jason Speirs | 5720 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $1.1M | 4 | 15.4% |
| #33 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $992K | 6 | 24.0% |
| #34 | Jody Beumeler | 73996 | American Pacific Mortgage Corporation | 1850 | Garden City, ID | $953K | 7 | 53.8% |
| #35 | Daren Almond | 27270 | First Colony Mortgage Corporation | 3112 | Pocatello, ID | $865K | 3 | 21.4% |
| #36 | Torsten Johnson | 105458 | Gateway First Bank | 7233 | Idaho Falls, ID | $819K | 2 | 20.0% |
| #37 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $804K | 4 | 20.0% |
| #38 | Tanessa Permann | 229060 | First Colony Mortgage Corporation | 3112 | Pocatello, ID | $778K | 3 | 20.0% |
| #39 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $761K | 8 | 30.8% |
| #40 | Melinda McCaslin | 4580 | CMG Mortgage, Inc. | 1820 | — | $690K | 3 | 30.0% |
| #41 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $662K | 3 | 23.1% |
| #42 | Elizabeth Owens | 634638 | Guaranteed Rate, Inc. | 2611 | Lewiston, ID | $656K | 4 | 40.0% |
| #43 | Tracey Evans | 830329 | First Federal Savings Bank of Twin Falls | 402963 | — | $655K | 7 | 58.3% |
| #44 | Brian Fullmer | 37263 | Willamette Valley Bank | 713109 | — | $634K | 2 | 14.3% |
| #45 | Nathan Jensen | 1692830 | Fulcrum Home Loans LLC | 1926444 | Twin Falls, ID | $571K | 2 | 18.2% |
| #46 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $569K | 2 | 10.5% |
| #47 | Scott Petersen | 82815 | Guild Mortgage Company LLC | 3274 | Coeur D Alene, ID | $565K | 2 | 20.0% |
| #48 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $540K | 6 | 60.0% |
| #49 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $506K | 2 | 10.0% |
| #50 | Amy Cordell | 1608365 | Idaho Central Credit Union | 433926 | Pocatello, ID | $498K | 2 | 16.7% |
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 Volume — Idaho (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-volume/2023
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