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 May 28, 2026, the top 3 include Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), Jonathan Weisman (Blue Door Mortgage, LLC, NMLS #19378), and Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861).
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 | $103.4M | 145 | 47.2% |
| #2 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $30.7M | 50 | 75.8% |
| #3 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $42.0M | 48 | 38.1% |
| #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 | $18.1M | 34 | 70.8% |
| #7 | Michael Kelley | 531261 | BrightBridge Credit Union | 447563 | Springfield, MA | $2.9M | 31 | 75.6% |
| #8 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $16.0M | 28 | 84.8% |
| #8 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $2.2M | 28 | 45.9% |
| #10 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $14.8M | 25 | 53.2% |
| #11 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.8M | 24 | 42.1% |
| #12 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $12.3M | 22 | 41.5% |
| #13 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.8M | 21 | 75.0% |
| #13 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.8M | 21 | 56.8% |
| #13 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $12.8M | 21 | 55.3% |
| #13 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 21 | 80.8% |
| #17 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $10.3M | 20 | 90.9% |
| #17 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $8.2M | 20 | 64.5% |
| #17 | DawnMarie Ferry | 35067 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $2.0M | 20 | 60.6% |
| #17 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.4M | 20 | 51.3% |
| #21 | James Hirbour | 19618 | Workers Federal Credit Union | 472618 | Littleton, MA | $6.9M | 19 | 54.3% |
| #22 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $10.3M | 18 | 75.0% |
| #22 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $12.2M | 18 | 72.0% |
| #22 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $8.9M | 18 | 58.1% |
| #25 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $8.1M | 17 | 53.1% |
| #25 | Gail Colella | 648737 | Needham Bank | 2141744 | Needham, MA | $7.4M | 17 | 56.7% |
| #25 | Christine Gagnon | 454527 | POLISH NATIONAL CREDIT UNION | 439259 | Chicopee, MA | $1.7M | 17 | 38.6% |
| #25 | Michael Caggiano | 1441651 | New Fed Mortgage, Corp. | 1881 | Reading, MA | $3.5M | 17 | 70.8% |
| #25 | Sarah Costa | 2043320 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $1.8M | 17 | 53.1% |
| #25 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.5M | 17 | 31.5% |
| #31 | Pamela Patenaude | 719008 | FREEDOM CREDIT UNION | 478769 | — | $2.3M | 16 | 53.3% |
| #31 | Simon Theberge | 33152 | BayCoast Bank | 403238 | Swansea, MA | $8.8M | 16 | 61.5% |
| #33 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $8.3M | 15 | 57.7% |
| #33 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $5.5M | 15 | 55.6% |
| #33 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $9.1M | 15 | 65.2% |
| #33 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $18.5M | 15 | 53.6% |
| #33 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.8M | 15 | 50.0% |
| #33 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $6.9M | 15 | 38.5% |
| #33 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.3M | 15 | 46.9% |
| #40 | Christopher Graves | 56904 | NFM Lending, LLC | 2893 | Windham, NH | $6.5M | 14 | 56.0% |
| #40 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 14 | 70.0% |
| #40 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $7.5M | 14 | 53.8% |
| #40 | Tina Rogers | 1213604 | Dean Co-operative Bank | 412095 | Franklin, MA | $2.3M | 14 | 58.3% |
| #40 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $10.3M | 14 | 35.9% |
| #40 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $9.0M | 14 | 56.0% |
| #40 | Diane Stevens | 14171 | Mutual of Omaha Mortgage, Inc. | 1025894 | Mashpee, MA | $2.9M | 14 | 33.3% |
| #40 | Martin O'Sullivan | 715868 | Main Street Bank | 562292 | — | $2.5M | 14 | 73.7% |
| #40 | Nadia Rosskothen | 49958 | Align Credit Union | 423280 | Lowell, MA | $2.1M | 14 | 73.7% |
| #49 | Jesse Stein | 139598 | United Nations Federal Credit Union | 456916 | Long Island City, NY | $8.1M | 13 | 65.0% |
| #49 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $10.0M | 13 | 44.8% |
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 Loan Count — Massachusetts (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2024
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