Retention champions in Massachusetts in 2026, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 27, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Maria Tang (family first mortgage group corporation, NMLS #8077), 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 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $59.7M | 78 | 50.3% |
| #2 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 84.5% |
| #3 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $53.0M | 68 | 80.0% |
| #4 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $51.6M | 60 | 16.9% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 68.6% |
| #6 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $16.7M | 44 | 72.1% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $30.1M | 42 | 71.2% |
| #8 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $22.5M | 38 | 56.7% |
| #9 | Austin Reed | 815750 | OriginPoint LLC | 2185899 | Hingham, MA | $26.6M | 35 | 79.5% |
| #10 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $18.5M | 34 | 51.5% |
| #11 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $14.8M | 33 | 45.8% |
| #12 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 57.7% |
| #13 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $13.8M | 28 | 63.6% |
| #13 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 96.6% |
| #15 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $14.5M | 27 | 69.2% |
| #15 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $18.1M | 27 | 55.1% |
| #17 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $30.8M | 26 | 78.8% |
| #18 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $12.9M | 25 | 64.1% |
| #19 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.9M | 24 | 70.6% |
| #19 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $18.9M | 24 | 70.6% |
| #21 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.8M | 22 | 73.3% |
| #21 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $11.5M | 22 | 66.7% |
| #23 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $13.5M | 21 | 95.5% |
| #23 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $11.3M | 21 | 47.7% |
| #23 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.5M | 21 | 60.0% |
| #26 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.8M | 20 | 41.7% |
| #26 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 62.5% |
| #26 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $13.0M | 20 | 62.5% |
| #26 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $14.9M | 20 | 58.8% |
| #26 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.2M | 20 | 43.5% |
| #31 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 52.8% |
| #31 | Jared Carucci | 866787 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $8.3M | 19 | 59.4% |
| #31 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $11.3M | 19 | 67.9% |
| #31 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 73.1% |
| #31 | Larry Rettig | 1552969 | MBA Mortgage Corporation | 2880 | Braintree, MA | $8.1M | 19 | 73.1% |
| #36 | Craig Giannino | 32929 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $7.3M | 18 | 58.1% |
| #36 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 85.7% |
| #36 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $12.2M | 18 | 58.1% |
| #36 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 40.0% |
| #36 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $12.8M | 18 | 50.0% |
| #36 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 62.1% |
| #36 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $9.3M | 18 | 56.3% |
| #36 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $9.2M | 18 | 60.0% |
| #44 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $11.1M | 17 | 63.0% |
| #44 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 56.7% |
| #44 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 65.4% |
| #47 | Kate Garabedian | 1834624 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $9.6M | 16 | 72.7% |
| #47 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 76.2% |
| #47 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $10.8M | 16 | 64.0% |
| #47 | Erin Ungewitter | 794262 | Greylock Federal Credit Union | 446499 | Pittsfield, MA | $1.2M | 16 | 48.5% |
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 (2026). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2026
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