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 October 11, 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 | 41.3% |
| #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 | Natasha Langille | 2011789 | Athol Credit Union | 797239 | Athol, MA | $1.8M | 21 | 75.0% |
| #14 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.8M | 21 | 56.8% |
| #14 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 21 | 80.8% |
| #14 | Helen Laskaris | 1370124 | Radius Financial Group Inc. | 1846 | Norwell, MA | $3.8M | 21 | 53.8% |
| #14 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $8.7M | 21 | 67.7% |
| #19 | DawnMarie Ferry | 35067 | IC FEDERAL CREDIT UNION | 282432 | Fitchburg, MA | $2.0M | 20 | 60.6% |
| #19 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $10.3M | 20 | 90.9% |
| #19 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $10.3M | 20 | 64.5% |
| #19 | James Hirbour | 19618 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $7.4M | 20 | 57.1% |
| #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% |
| #23 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.7M | 18 | 34.0% |
| #27 | Gail Colella | 648737 | Needham Bank | 2141744 | Needham, MA | $7.4M | 17 | 56.7% |
| #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 | 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 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $18.5M | 15 | 53.6% |
| #33 | Kristen Labonte | 764671 | Greater Springfield Credit Union | 646034 | Springfield, MA | $1.3M | 15 | 46.9% |
| #33 | Dawn Lampiasi | 462117 | Adams Community Bank | 719147 | Adams, MA | $1.8M | 15 | 48.4% |
| #33 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $6.9M | 15 | 38.5% |
| #33 | Austin Reed | 815750 | OriginPoint LLC | 2185899 | Hingham, MA | $9.1M | 15 | 65.2% |
| #33 | Christopher Graves | 56904 | NFM Lending, LLC | 2893 | Windham, NH | $6.8M | 15 | 60.0% |
| #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 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $9.0M | 15 | 46.9% |
| #33 | Aaron Berger | 26792 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $5.5M | 15 | 55.6% |
| #43 | Stacey Pinardi | 436661 | Florence Bank | 401410 | Florence, MA | $1.2M | 14 | 66.7% |
| #43 | Richard Potter | 989220 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.9M | 14 | 45.2% |
| #43 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $8.8M | 14 | 48.3% |
| #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 | Tina Rogers | 1213604 | Dean Co-operative Bank | 412095 | Franklin, MA | $2.3M | 14 | 58.3% |
| #43 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $7.5M | 14 | 53.8% |
| #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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2024
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