Retention champions in Massachusetts in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 7, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Maria Tang (family first mortgage group corporation, NMLS #8077), and Shant Banosian (Guaranteed Rate, Inc., NMLS #7206).
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 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $54.4M | 71 | 53.8% |
| #1 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 87.7% |
| #3 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $49.3M | 58 | 18.1% |
| #4 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $45.6M | 57 | 78.1% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 73.8% |
| #6 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $16.5M | 43 | 74.1% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $28.8M | 41 | 78.8% |
| #8 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $21.4M | 35 | 57.4% |
| #8 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $26.6M | 35 | 85.4% |
| #10 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $16.7M | 31 | 55.4% |
| #11 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $13.9M | 30 | 48.4% |
| #11 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 63.8% |
| #13 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 96.6% |
| #14 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $13.1M | 26 | 65.0% |
| #15 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $29.7M | 25 | 78.1% |
| #15 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $16.6M | 25 | 61.0% |
| #17 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $12.8M | 24 | 70.6% |
| #18 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.8M | 22 | 62.9% |
| #18 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.1M | 22 | 71.0% |
| #20 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $16.6M | 21 | 70.0% |
| #20 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $11.2M | 21 | 67.7% |
| #20 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 72.4% |
| #20 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.5M | 21 | 65.6% |
| #24 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 66.7% |
| #24 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.2M | 20 | 48.8% |
| #24 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $12.7M | 20 | 95.2% |
| #27 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.7M | 19 | 50.0% |
| #27 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 54.3% |
| #27 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 82.6% |
| #27 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.3M | 19 | 46.3% |
| #31 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $12.4M | 18 | 62.1% |
| #31 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 41.9% |
| #31 | Larry Rettig | 1552969 | MBA Mortgage Corporation | 2880 | Braintree, MA | $7.5M | 18 | 78.3% |
| #31 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 90.0% |
| #31 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 18 | 69.2% |
| #31 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $9.3M | 18 | 64.3% |
| #37 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $13.9M | 17 | 60.7% |
| #37 | Craig Giannino | 32929 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $7.3M | 17 | 68.0% |
| #37 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 65.4% |
| #37 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $9.9M | 17 | 63.0% |
| #37 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $12.0M | 17 | 51.5% |
| #37 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $11.5M | 17 | 63.0% |
| #37 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 60.7% |
| #44 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.6M | 16 | 76.2% |
| #44 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $10.8M | 16 | 66.7% |
| #44 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 80.0% |
| #44 | Kate Garabedian | 1834624 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $9.6M | 16 | 84.2% |
| #44 | Jared Carucci | 866787 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $7.3M | 16 | 59.3% |
| #49 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 75.0% |
| #49 | Brian Moore | 441882 | Leader Bank, NA | 449250 | Arlington, MA | $8.5M | 15 | 60.0% |
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 — Massachusetts. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units
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