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 July 13, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Maria Tang (family first mortgage group corporation, NMLS #8077), and Shant Banosian (Guaranteed Rate, Inc., NMLS #7206).
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 | $55.6M | 72 | 52.6% |
| #2 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 87.7% |
| #3 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $51.6M | 60 | 18.1% |
| #4 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $47.1M | 59 | 78.7% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 71.6% |
| #6 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $16.7M | 44 | 73.3% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $28.8M | 41 | 75.9% |
| #8 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $22.5M | 38 | 59.4% |
| #9 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $26.6M | 35 | 85.4% |
| #10 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $17.2M | 32 | 54.2% |
| #11 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $14.1M | 31 | 47.7% |
| #12 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 62.5% |
| #13 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 96.6% |
| #14 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $13.1M | 26 | 65.0% |
| #14 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $17.3M | 26 | 60.5% |
| #16 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $29.7M | 25 | 78.1% |
| #16 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $13.4M | 25 | 71.4% |
| #18 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $17.6M | 23 | 71.9% |
| #18 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.0M | 23 | 71.9% |
| #20 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.8M | 22 | 61.1% |
| #21 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $11.2M | 21 | 67.7% |
| #21 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.5M | 21 | 63.6% |
| #21 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 72.4% |
| #24 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.7M | 20 | 47.6% |
| #24 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $12.7M | 20 | 95.2% |
| #24 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 66.7% |
| #24 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.2M | 20 | 47.6% |
| #28 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.7M | 19 | 47.5% |
| #28 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 54.3% |
| #28 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 82.6% |
| #28 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $12.8M | 19 | 63.3% |
| #32 | Larry Rettig | 1552969 | MBA Mortgage Corporation | 2880 | Braintree, MA | $7.5M | 18 | 72.0% |
| #32 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 41.9% |
| #32 | Craig Giannino | 32929 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $7.3M | 18 | 64.3% |
| #32 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 85.7% |
| #32 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 18 | 69.2% |
| #32 | Jared Carucci | 866787 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $8.2M | 18 | 62.1% |
| #32 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $9.3M | 18 | 64.3% |
| #32 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 64.3% |
| #32 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $12.2M | 18 | 62.1% |
| #41 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 60.7% |
| #41 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $13.9M | 17 | 53.1% |
| #41 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $12.0M | 17 | 51.5% |
| #41 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 65.4% |
| #45 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.6M | 16 | 72.7% |
| #45 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $10.8M | 16 | 64.0% |
| #45 | Robert Melone | 20592 | Radius Financial Group Inc. | 1846 | Norwell, MA | $7.9M | 16 | 39.0% |
| #45 | Kate Garabedian | 1834624 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $9.6M | 16 | 80.0% |
| #45 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 80.0% |
| #50 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $12.1M | 15 | 65.2% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2026
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