Retention champions in Massachusetts in 2026 so far, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of August 23, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Jonathan Weisman (Blue Door Mortgage, LLC, NMLS #19378), 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 | $59.7M | 78 | 50.3% |
| #2 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $53.0M | 68 | 80.0% |
| #3 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $51.6M | 60 | 16.9% |
| #4 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 84.5% |
| #5 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $30.8M | 26 | 78.8% |
| #6 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 68.6% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $30.1M | 42 | 71.2% |
| #8 | Austin Reed | 815750 | OriginPoint LLC | 2185899 | Hingham, MA | $26.6M | 35 | 79.5% |
| #9 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 96.6% |
| #10 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $22.5M | 38 | 56.7% |
| #11 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 57.7% |
| #12 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $18.9M | 24 | 70.6% |
| #13 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $18.5M | 34 | 51.5% |
| #14 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $18.1M | 27 | 55.1% |
| #15 | William Fagan | 698497 | TD Bank NA | 399800 | Boston, MA | $17.8M | 13 | 86.7% |
| #16 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $16.7M | 44 | 72.1% |
| #17 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.5M | 21 | 60.0% |
| #18 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 85.7% |
| #19 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $14.9M | 20 | 58.8% |
| #20 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $14.8M | 33 | 45.8% |
| #21 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $14.5M | 27 | 69.2% |
| #22 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 76.2% |
| #23 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.9M | 24 | 70.6% |
| #24 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $13.8M | 28 | 63.6% |
| #25 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $13.5M | 21 | 95.5% |
| #26 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $13.0M | 20 | 62.5% |
| #27 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 56.7% |
| #28 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $12.9M | 25 | 64.1% |
| #29 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 71.4% |
| #30 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $12.8M | 18 | 50.0% |
| #31 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 16 | 64.0% |
| #32 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 62.5% |
| #33 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 40.0% |
| #34 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $12.2M | 18 | 58.1% |
| #35 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.2M | 20 | 43.5% |
| #36 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.8M | 22 | 73.3% |
| #37 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 52.8% |
| #38 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $11.5M | 22 | 66.7% |
| #39 | Heath Mink | 19405 | Liberty Bank | 459028 | Middletown, CT | $11.4M | 14 | 53.8% |
| #40 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $11.3M | 21 | 47.7% |
| #41 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $11.3M | 19 | 67.9% |
| #42 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $11.2M | 12 | 63.2% |
| #43 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $11.1M | 17 | 63.0% |
| #44 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.8M | 20 | 41.7% |
| #45 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 73.1% |
| #46 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $10.8M | 16 | 64.0% |
| #47 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 62.1% |
| #48 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 65.4% |
| #49 | Carla Rasetta | 1014892 | MBC Mortgage, LLC | 2527994 | Wakefield, MA | $9.7M | 14 | 60.9% |
| #50 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $9.7M | 13 | 65.0% |
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 Volume — Massachusetts. Powered by MMI public record mortgage production data, accessed August 23, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-volume
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