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 October 9, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Jonathan Weisman (Blue Door Mortgage, LLC, NMLS #19378), and Maria Tang (family first mortgage group corporation, NMLS #8077).
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 | $63.2M | 85 | 49.1% |
| #2 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $56.4M | 73 | 78.5% |
| #3 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 82.6% |
| #4 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $53.1M | 62 | 16.4% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 67.6% |
| #6 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $17.1M | 45 | 67.2% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $30.1M | 42 | 70.0% |
| #8 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $22.5M | 40 | 54.8% |
| #9 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $22.5M | 38 | 52.8% |
| #10 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $19.6M | 35 | 72.9% |
| #10 | Austin Reed | 815750 | OriginPoint LLC | 2185899 | Hingham, MA | $26.6M | 35 | 77.8% |
| #12 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $15.3M | 34 | 44.7% |
| #13 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $14.0M | 30 | 62.5% |
| #13 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 54.5% |
| #15 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.9M | 29 | 90.6% |
| #16 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $18.1M | 27 | 50.0% |
| #17 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $30.8M | 26 | 78.8% |
| #18 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $12.9M | 25 | 62.5% |
| #18 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $12.9M | 25 | 59.5% |
| #18 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $20.4M | 25 | 69.4% |
| #21 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.9M | 24 | 70.6% |
| #21 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $13.2M | 24 | 51.1% |
| #23 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.8M | 22 | 57.9% |
| #23 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $14.1M | 22 | 95.7% |
| #23 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.8M | 22 | 66.7% |
| #23 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $11.2M | 22 | 40.7% |
| #27 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $15.6M | 21 | 58.3% |
| #27 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $10.8M | 21 | 60.0% |
| #27 | Craig Giannino | 32929 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $9.5M | 21 | 56.8% |
| #27 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.6M | 21 | 41.2% |
| #31 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $13.0M | 20 | 62.5% |
| #31 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 62.5% |
| #31 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $9.9M | 20 | 55.6% |
| #31 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $2.0M | 20 | 44.4% |
| #35 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 51.4% |
| #35 | Jared Carucci | 866787 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $8.3M | 19 | 52.8% |
| #35 | Fabiana Menezes | 46862 | Radius Financial Group Inc. | 1846 | Marlborough, MA | $9.2M | 19 | 79.2% |
| #35 | Larry Rettig | 1552969 | MBA Mortgage Corporation | 2880 | Braintree, MA | $8.1M | 19 | 70.4% |
| #35 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $13.0M | 19 | 57.6% |
| #35 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 67.9% |
| #35 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $11.3M | 19 | 67.9% |
| #35 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $15.4M | 19 | 48.7% |
| #43 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 38.3% |
| #43 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 81.8% |
| #43 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $10.3M | 18 | 75.0% |
| #43 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 62.1% |
| #43 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.2M | 18 | 51.4% |
| #48 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 56.7% |
| #48 | William Murphy | 19301 | Fairway Independent Mortgage Corporation | 2289 | Auburn, MA | $7.9M | 17 | 37.0% |
| #48 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $11.1M | 17 | 63.0% |
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 October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units
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