Retention champions in Idaho in 2024, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include KAREN NIELSON (Guild Mortgage Company LLC, NMLS #80226), 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 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $8.9M | 14 | 51.9% |
| #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 | Connie Daw | 531523 | Bank of Commerce, The | 440190 | Idaho Falls, ID | $6.9M | 10 | 71.4% |
| #5 | Christopher Helbling | 1421944 | Idaho Central Credit Union | 433926 | Chubbuck, ID | $6.0M | 10 | 58.8% |
| #6 | Deborah Criddle | 20009 | Premier Mortgage Resources, L.L.C. | 1169 | Idaho Falls, ID | $5.9M | 15 | 44.1% |
| #7 | Brian Young | 580430 | Glacier Bank | 472212 | Pocatello, ID | $4.5M | 9 | 52.9% |
| #8 | Michael Morrison | 156124 | Movement Mortgage, LLC | 39179 | Meridian, ID | $3.8M | 16 | 44.4% |
| #9 | Maureen Miller | 104070 | Fairway Independent Mortgage Corporation | 2289 | Meridian, ID | $3.8M | 8 | 66.7% |
| #10 | Jared Olson | 1750147 | Idaho Central Credit Union | 433926 | Pocatello, ID | $3.6M | 5 | 27.8% |
| #11 | Terry Heffner | 95796 | Guild Mortgage Company LLC | 3274 | Boise, ID | $3.5M | 25 | 71.4% |
| #12 | Jacy Pool | 1456505 | Premier Mortgage Resources, L.L.C. | 1169 | Twin Falls, ID | $3.5M | 10 | 50.0% |
| #13 | Kory Morgan | 794076 | Evergreen Moneysource Mortgage Company | 3182 | Pocatello, ID | $3.2M | 5 | 45.5% |
| #14 | robert lowry | 1658229 | Premier Mortgage Resources, L.L.C. | 1169 | Meridian, ID | $3.2M | 9 | 50.0% |
| #15 | Samuel Newell | 9027 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $3.2M | 10 | 40.0% |
| #16 | Tanner Ellis | 1825270 | FutureMortgage.com LLC | 2236028 | Boise, ID | $3.1M | 7 | 70.0% |
| #17 | Amanda Mock | 1107052 | CMG Mortgage, Inc. | 1820 | Boise, ID | $3.0M | 8 | 53.3% |
| #18 | Craig Curtis | 98693 | LEGACY MORTGAGE GROUP, L.L.C. | 41283 | Idaho Falls, ID | $2.9M | 9 | 52.9% |
| #19 | Devin Fahrner | 399405 | American Pacific Mortgage Corporation | 1850 | Eagle, ID | $2.9M | 9 | 37.5% |
| #20 | Corey Newell | 24591 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.9M | 9 | 27.3% |
| #21 | Vicki Leavitt | 90947 | Guild Mortgage Company LLC | 3274 | Meridian, ID | $2.8M | 6 | 60.0% |
| #22 | Scott Morris | 159946 | Pioneer Federal Credit Union | 1122574 | Mountain Home, ID | $2.7M | 8 | 47.1% |
| #23 | Richard Holsman | 95607 | Lower, LLC | 1124061 | Eagle, ID | $2.7M | 6 | 42.9% |
| #24 | Traci Sansinena | 304704 | Fairway Independent Mortgage Corporation | 2289 | Garden City, ID | $2.6M | 4 | 36.4% |
| #25 | David Christensen | 504805 | Glacier Bank | 472212 | Pocatello, ID | $2.6M | 9 | 50.0% |
| #26 | Kendra Graybeal | 924381 | Evergreen Moneysource Mortgage Company | 3182 | Meridian, ID | $2.5M | 9 | 39.1% |
| #27 | Joseph Pattee | 7464 | Guild Mortgage Company LLC | 3274 | Boise, ID | $2.4M | 14 | 63.6% |
| #28 | NATHAN PUGMIRE | 157390 | CrossCountry Mortgage, LLC | 3029 | Meridian, ID | $2.4M | 5 | 38.5% |
| #29 | Matthew Lancaster | 1680045 | loanDepot.com, LLC | 174457 | Twin Falls, ID | $2.4M | 7 | 43.8% |
| #30 | Deborah Owen | 92905 | Guild Mortgage Company LLC | 3274 | Twin Falls, ID | $2.3M | 12 | 37.5% |
| #31 | Stephen Novotny | 376423 | Guaranteed Rate, Inc. | 2611 | Coeur D Alene, ID | $2.2M | 6 | 30.0% |
| #32 | Ken Ford | 809711 | Glacier Bank | 472212 | Ammon, ID | $2.1M | 5 | 41.7% |
| #33 | Casey Payne | 825444 | Idaho Central Credit Union | 433926 | Pocatello, ID | $2.1M | 3 | 25.0% |
| #34 | DAVID BARDIN | 136664 | Kyber Mortgage Corporation | 2653540 | Austin, TX | $2.1M | 6 | 42.9% |
| #35 | Erin Ferguson | 973434 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $2.0M | 10 | 28.6% |
| #36 | Dustin Lopez | 542569 | GESA CREDIT UNION | 402395 | Richland, WA | $2.0M | 3 | 27.3% |
| #37 | Angela Kuznia | 76834 | Synergy One Lending, Inc. | 1907235 | Eagle, ID | $2.0M | 4 | 40.0% |
| #38 | Andrew Byrd | 1117336 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $2.0M | 3 | 20.0% |
| #39 | CHESTER LACKEY | 7932 | CrossCountry Mortgage, LLC | 3029 | Pocatello, ID | $1.9M | 7 | 38.9% |
| #40 | Michael Torres | 522502 | Connections Credit Union | 407980 | Meridian, ID | $1.8M | 12 | 54.5% |
| #41 | Karl Bowcutt | 22350 | Highlands Residential Mortgage, Ltd. | 134871 | Idaho Falls, ID | $1.8M | 5 | 41.7% |
| #42 | Jennifer Ward | 353649 | Planet Home Lending, LLC | 17022 | Coeur D Alene, ID | $1.8M | 7 | 63.6% |
| #43 | Ronald Wieczorek | 648907 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Eagle, ID | $1.8M | 5 | 50.0% |
| #44 | Joni Kepler | 419444 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $1.7M | 6 | 22.2% |
| #45 | Sean Finch | 3724 | Eagle Bank and Trust Company | 410317 | Idaho Falls, ID | $1.7M | 5 | 20.0% |
| #46 | Jessica Craig | 67993 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Coeur D Alene, ID | $1.7M | 4 | 33.3% |
| #47 | CATHLEEN PIZZINI | 205704 | Evergreen Moneysource Mortgage Company | 3182 | — | $1.7M | 4 | 36.4% |
| #48 | Esteban Martinez | 407783 | First Federal Savings Bank of Twin Falls | 402963 | Kimberly, ID | $1.6M | 8 | 34.8% |
| #49 | Ana Flores | 410664 | Evergreen Moneysource Mortgage Company | 3182 | Nampa, ID | $1.6M | 8 | 53.3% |
| #50 | Jason Speirs | 5720 | Eagle Bank and Trust Company | 410317 | Little Rock, AR | $1.6M | 4 | 13.8% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/idaho/top-retention-by-volume/2024
Powered by ChatMMI