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 October 9, 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 | $63.2M | 85 | 49.1% |
| #2 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $56.4M | 73 | 78.5% |
| #3 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $53.1M | 62 | 16.4% |
| #4 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $40.6M | 71 | 82.6% |
| #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 | 67.6% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $30.1M | 42 | 70.0% |
| #8 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.9M | 29 | 90.6% |
| #9 | Austin Reed | 815750 | OriginPoint LLC | 2185899 | Hingham, MA | $26.6M | 35 | 77.8% |
| #10 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $22.5M | 40 | 54.8% |
| #11 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $22.5M | 38 | 52.8% |
| #12 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $21.5M | 30 | 54.5% |
| #13 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Needham, MA | $20.4M | 25 | 69.4% |
| #14 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $19.6M | 35 | 72.9% |
| #15 | William Fagan | 698497 | TD Bank NA | 399800 | Boston, MA | $18.5M | 14 | 87.5% |
| #16 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $18.1M | 27 | 50.0% |
| #17 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $17.1M | 45 | 67.2% |
| #18 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $15.8M | 22 | 57.9% |
| #19 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $15.6M | 21 | 58.3% |
| #20 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $15.4M | 19 | 48.7% |
| #21 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $15.3M | 34 | 44.7% |
| #22 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $14.9M | 18 | 81.8% |
| #23 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 76.2% |
| #24 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $14.1M | 22 | 95.7% |
| #25 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $14.0M | 30 | 62.5% |
| #26 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $13.9M | 24 | 70.6% |
| #27 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $13.2M | 24 | 51.1% |
| #28 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $13.0M | 20 | 62.5% |
| #29 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $13.0M | 17 | 56.7% |
| #30 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $13.0M | 19 | 57.6% |
| #31 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $12.9M | 25 | 59.5% |
| #32 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $12.9M | 25 | 62.5% |
| #33 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 71.4% |
| #34 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 16 | 64.0% |
| #35 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $12.6M | 21 | 41.2% |
| #36 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 62.5% |
| #37 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 38.3% |
| #38 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $12.3M | 14 | 66.7% |
| #39 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.8M | 22 | 66.7% |
| #40 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $11.6M | 19 | 51.4% |
| #41 | Heath Mink | 19405 | Liberty Bank | 459028 | Middletown, CT | $11.4M | 14 | 53.8% |
| #42 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $11.3M | 19 | 67.9% |
| #43 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $11.2M | 22 | 40.7% |
| #44 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $11.1M | 17 | 63.0% |
| #45 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $10.8M | 21 | 60.0% |
| #46 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 67.9% |
| #47 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $10.8M | 16 | 57.1% |
| #48 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $10.6M | 18 | 62.1% |
| #49 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 63.0% |
| #50 | Tabitha Baker | 761775 | Cape Cod Five Cents Savings Bank | 401717 | Orleans, MA | $10.4M | 11 | 37.9% |
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 October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-volume
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