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 May 28, 2026, the top 3 include Maria Tang (family first mortgage group corporation, NMLS #8077), Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), 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 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $39.8M | 70 | 87.5% |
| #2 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $53.2M | 67 | 57.8% |
| #3 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $44.6M | 53 | 18.2% |
| #4 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $29.5M | 47 | 73.4% |
| #5 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $37.1M | 44 | 75.9% |
| #6 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $29.7M | 42 | 80.8% |
| #7 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $12.4M | 35 | 71.4% |
| #7 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $26.6M | 35 | 85.4% |
| #9 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $20.0M | 32 | 59.3% |
| #9 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $17.2M | 32 | 59.3% |
| #11 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 100.0% |
| #11 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $19.9M | 28 | 66.7% |
| #13 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $12.2M | 27 | 51.9% |
| #14 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $12.7M | 25 | 67.6% |
| #15 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $27.7M | 24 | 80.0% |
| #16 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $15.2M | 23 | 59.0% |
| #17 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $11.8M | 22 | 71.0% |
| #17 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.1M | 22 | 73.3% |
| #19 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 77.8% |
| #19 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.3M | 21 | 63.6% |
| #19 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $16.6M | 21 | 72.4% |
| #22 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.7M | 20 | 50.0% |
| #22 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 66.7% |
| #22 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $14.5M | 20 | 66.7% |
| #25 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $11.4M | 19 | 47.5% |
| #25 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 82.6% |
| #25 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $11.9M | 19 | 95.0% |
| #28 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 45.0% |
| #28 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.3M | 18 | 52.9% |
| #28 | Larry Rettig | 1552969 | MBA Mortgage Corporation | 2880 | Braintree, MA | $7.5M | 18 | 81.8% |
| #28 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.9M | 18 | 72.0% |
| #32 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $8.8M | 17 | 65.4% |
| #32 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 73.9% |
| #32 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.4M | 17 | 77.3% |
| #32 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $9.9M | 17 | 65.4% |
| #32 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $11.5M | 17 | 65.4% |
| #32 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $12.3M | 17 | 63.0% |
| #32 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $13.9M | 17 | 60.7% |
| #39 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $11.8M | 16 | 53.3% |
| #39 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $11.3M | 16 | 59.3% |
| #39 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 84.2% |
| #39 | Jared Carucci | 866787 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $7.3M | 16 | 64.0% |
| #39 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $13.2M | 16 | 88.9% |
| #44 | Robert Melone | 20592 | Radius Financial Group Inc. | 1846 | Norwell, MA | $7.3M | 15 | 40.5% |
| #44 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $8.8M | 15 | 78.9% |
| #44 | Wenfei Chen | 1254744 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $7.3M | 15 | 65.2% |
| #44 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 83.3% |
| #44 | Kate Garabedian | 1834624 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 15 | 88.2% |
| #49 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $8.7M | 14 | 73.7% |
| #49 | Michael Dunsky | 21372 | Fairway Independent Mortgage Corporation | 2289 | Foxboro, MA | $7.6M | 14 | 36.8% |
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 (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-units/2026
Powered by ChatMMI