Retention champions in Massachusetts in 2024, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), and Jonathan Weisman (Blue Door Mortgage, LLC, NMLS #19378).
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 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $104.6M | 148 | 48.1% |
| #2 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $45.2M | 52 | 40.9% |
| #3 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $31.4M | 51 | 77.3% |
| #4 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.2M | 40 | 95.2% |
| #5 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $12.9M | 37 | 64.9% |
| #6 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $19.0M | 35 | 72.9% |
| #7 | Michael Kelley | 531261 | BrightBridge Credit Union | 447563 | Springfield, MA | $3.1M | 32 | 78.0% |
| #8 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $16.0M | 28 | 84.8% |
| #8 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $2.2M | 28 | 45.9% |
| #10 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $15.7M | 26 | 68.4% |
| #11 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $14.8M | 25 | 53.2% |
| #12 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.8M | 24 | 42.1% |
| #13 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $12.3M | 22 | 42.3% |
| #14 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.8M | 21 | 56.8% |
| #14 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.8M | 21 | 53.8% |
| #14 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.8M | 21 | 75.0% |
| #14 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $8.7M | 21 | 67.7% |
| #14 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 21 | 80.8% |
| #19 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $10.3M | 20 | 90.9% |
| #19 | James Hirbour | 19618 | Workers Federal Credit Union | 472618 | Littleton, MA | $7.4M | 20 | 57.1% |
| #19 | DawnMarie Ferry | 35067 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $2.0M | 20 | 60.6% |
| #19 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $10.3M | 20 | 64.5% |
| #23 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.7M | 18 | 34.0% |
| #23 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $10.3M | 18 | 75.0% |
| #23 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $12.2M | 18 | 72.0% |
| #23 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $8.4M | 18 | 56.3% |
| #27 | Sarah Costa | 2043320 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $1.8M | 17 | 53.1% |
| #27 | Christine Gagnon | 454527 | POLISH NATIONAL CREDIT UNION | 439259 | Chicopee, MA | $1.7M | 17 | 38.6% |
| #27 | Gail Colella | 648737 | Needham Bank | 2141744 | Needham, MA | $7.4M | 17 | 56.7% |
| #27 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $3.5M | 17 | 70.8% |
| #31 | Simon Theberge | 33152 | BayCoast Bank | 403238 | Swansea, MA | $8.8M | 16 | 61.5% |
| #31 | Pamela Patenaude | 719008 | FREEDOM CREDIT UNION | 478769 | — | $2.3M | 16 | 53.3% |
| #33 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $9.0M | 15 | 46.9% |
| #33 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.3M | 15 | 46.9% |
| #33 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $18.5M | 15 | 53.6% |
| #33 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $6.9M | 15 | 38.5% |
| #33 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $5.5M | 15 | 55.6% |
| #33 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.8M | 15 | 50.0% |
| #33 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $9.1M | 15 | 65.2% |
| #33 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $7.1M | 15 | 39.5% |
| #33 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $8.3M | 15 | 57.7% |
| #33 | Christopher Graves | 56904 | NFM Lending, LLC | 2893 | Windham, NH | $6.8M | 15 | 60.0% |
| #43 | Diane Stevens | 14171 | Mutual of Omaha Mortgage, Inc. | 1025894 | Mashpee, MA | $2.9M | 14 | 33.3% |
| #43 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $9.0M | 14 | 56.0% |
| #43 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 14 | 70.0% |
| #43 | John Lucas | 3572 | Prestige Home Mortgage L.L.C. | 2868 | Northborough, MA | $7.1M | 14 | 37.8% |
| #43 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $10.3M | 14 | 35.9% |
| #43 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $7.7M | 14 | 58.3% |
| #43 | Martin O'Sullivan | 715868 | Main Street Bank | 562292 | — | $2.5M | 14 | 73.7% |
| #43 | Nadia Rosskothen | 49958 | Align Credit Union | 423280 | Lowell, MA | $2.1M | 14 | 73.7% |
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 Loan Count — Massachusetts (2024). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2024
Powered by ChatMMI