Retention champions in Massachusetts in 2024, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), 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 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $103.4M | 145 | 47.2% |
| #2 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $42.0M | 48 | 38.1% |
| #3 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $30.7M | 50 | 75.8% |
| #4 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.2M | 40 | 95.2% |
| #5 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $18.5M | 15 | 53.6% |
| #6 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $18.1M | 34 | 70.8% |
| #7 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $16.0M | 28 | 84.8% |
| #8 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $14.8M | 25 | 53.2% |
| #9 | Michael Vautour | 403785 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $14.2M | 12 | 70.6% |
| #10 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $12.9M | 37 | 64.9% |
| #11 | Luisa Bedoya | 703198 | MSA Mortgage, LLC | 1984 | Revere, MA | $12.8M | 21 | 55.3% |
| #12 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.8M | 24 | 42.1% |
| #13 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $12.6M | 21 | 80.8% |
| #14 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $12.3M | 22 | 41.5% |
| #15 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $12.2M | 18 | 72.0% |
| #16 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $10.5M | 12 | 41.4% |
| #17 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $10.3M | 14 | 35.9% |
| #18 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $10.3M | 18 | 75.0% |
| #19 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $10.3M | 20 | 90.9% |
| #20 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $10.0M | 13 | 44.8% |
| #21 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.8M | 21 | 56.8% |
| #22 | Richard Potter | 989220 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.6M | 13 | 43.3% |
| #23 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $9.5M | 17 | 31.5% |
| #24 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 14 | 70.0% |
| #25 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $9.1M | 15 | 65.2% |
| #26 | Jeffrey Fortune | 23824 | Lendmark Mortgage Corporation | 1135 | Woburn, MA | $9.0M | 14 | 56.0% |
| #27 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $8.9M | 18 | 58.1% |
| #28 | Simon Theberge | 33152 | BayCoast Bank | 403238 | Swansea, MA | $8.8M | 16 | 61.5% |
| #29 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $8.5M | 13 | 41.9% |
| #30 | June Hudnall | 531238 | The Village Bank | 408536 | Auburndale, MA | $8.3M | 15 | 57.7% |
| #31 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $8.2M | 20 | 64.5% |
| #32 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $8.2M | 13 | 44.8% |
| #33 | Jesse Stein | 139598 | United Nations Federal Credit Union | 456916 | Long Island City, NY | $8.1M | 13 | 65.0% |
| #34 | Timothy Long | 158651 | BayCoast Mortgage Company, LLC | 1082048 | Swansea, MA | $8.1M | 17 | 53.1% |
| #35 | Sean Perkins | 895927 | TD Bank NA | 399800 | Boston, MA | $7.9M | 8 | 53.3% |
| #36 | Kevin Gillis | 21429 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $7.8M | 9 | 50.0% |
| #37 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $7.5M | 14 | 53.8% |
| #38 | Gail Colella | 648737 | Needham Bank | 2141744 | Needham, MA | $7.4M | 17 | 56.7% |
| #39 | Peter DeLea | 18755 | Weston Loan Group, LLC | 1202 | Newton, MA | $7.3M | 12 | 50.0% |
| #40 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $6.9M | 15 | 38.5% |
| #41 | HERBERT DEVINE | 7749 | TJC Mortgage, Inc. | 2239 | Scituate, MA | $6.9M | 12 | 46.2% |
| #42 | Russell O'Dowd | 441880 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $6.9M | 13 | 46.4% |
| #43 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $6.9M | 12 | 70.6% |
| #44 | James Hirbour | 19618 | Workers Federal Credit Union | 472618 | Littleton, MA | $6.9M | 19 | 54.3% |
| #45 | John Lucas | 3572 | Prestige Home Mortgage L.L.C. | 2868 | Northborough, MA | $6.5M | 12 | 31.6% |
| #46 | Christopher Graves | 56904 | NFM Lending, LLC | 2893 | Windham, NH | $6.5M | 14 | 56.0% |
| #47 | Sean Harbour | 697252 | PNC Bank, National Association | 446303 | Pittsburgh, PA | $6.4M | 8 | 61.5% |
| #48 | William Fagan | 698497 | TD Bank NA | 399800 | Boston, MA | $6.3M | 6 | 50.0% |
| #49 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $6.2M | 13 | 34.2% |
| #50 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $6.2M | 8 | 66.7% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-volume/2024
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