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 July 7, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), 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 | $55.6M | 72 | 52.6% |
| #2 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $51.6M | 60 | 18.1% |
| #3 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $47.1M | 59 | 78.7% |
| #4 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 87.7% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $30.2M | 48 | 71.6% |
| #6 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $29.7M | 25 | 78.1% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $28.8M | 41 | 75.9% |
| #8 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $26.6M | 35 | 85.4% |
| #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 | 59.4% |
| #11 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 62.5% |
| #12 | William Fagan | 698497 | TD Bank NA | 399800 | Boston, MA | $17.8M | 13 | 86.7% |
| #13 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $17.6M | 23 | 71.9% |
| #14 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $17.3M | 26 | 60.5% |
| #15 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $17.2M | 32 | 54.2% |
| #16 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $16.7M | 44 | 73.3% |
| #17 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.5M | 21 | 63.6% |
| #18 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 85.7% |
| #19 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 80.0% |
| #20 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $14.1M | 31 | 47.7% |
| #21 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $13.9M | 17 | 53.1% |
| #22 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $13.4M | 25 | 71.4% |
| #23 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $13.1M | 26 | 65.0% |
| #24 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.0M | 23 | 71.9% |
| #25 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 60.7% |
| #26 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 71.4% |
| #27 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $12.8M | 19 | 63.3% |
| #28 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $12.7M | 20 | 95.2% |
| #29 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 66.7% |
| #30 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 41.9% |
| #31 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $12.2M | 18 | 62.1% |
| #32 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.2M | 20 | 47.6% |
| #33 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $12.1M | 15 | 65.2% |
| #34 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $12.0M | 17 | 51.5% |
| #35 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.8M | 22 | 61.1% |
| #36 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 54.3% |
| #37 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 72.4% |
| #38 | Heath Mink | 19405 | Liberty Bank | 459028 | Middletown, CT | $11.4M | 14 | 53.8% |
| #39 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $11.2M | 21 | 67.7% |
| #40 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 18 | 69.2% |
| #41 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 82.6% |
| #42 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $10.8M | 16 | 64.0% |
| #43 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.7M | 19 | 47.5% |
| #44 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.7M | 20 | 47.6% |
| #45 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 64.3% |
| #46 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 65.4% |
| #47 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $10.2M | 15 | 65.2% |
| #48 | Carla Rasetta | 1014892 | MBC Mortgage, LLC | 2527994 | Wakefield, MA | $9.7M | 14 | 66.7% |
| #49 | Kate Garabedian | 1834624 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $9.6M | 16 | 80.0% |
| #50 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $9.6M | 16 | 72.7% |
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 Volume — Massachusetts. Powered by MMI public record mortgage production data, accessed July 7, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-volume
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