Retention champions in Massachusetts in 2026, 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 Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), and Maria Tang (family first mortgage group corporation, NMLS #8077).
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 | $53.2M | 67 | 57.8% |
| #2 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $44.6M | 53 | 18.2% |
| #3 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $39.8M | 70 | 87.5% |
| #4 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $37.1M | 44 | 75.9% |
| #5 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $29.7M | 42 | 80.8% |
| #6 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $29.5M | 47 | 73.4% |
| #7 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $27.7M | 24 | 80.0% |
| #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 | 100.0% |
| #10 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $20.0M | 32 | 59.3% |
| #11 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $19.9M | 28 | 66.7% |
| #12 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $17.2M | 32 | 59.3% |
| #13 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $16.6M | 21 | 72.4% |
| #14 | William Fagan | 698497 | TD Bank NA | 399800 | Boston, MA | $16.3M | 12 | 85.7% |
| #15 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $15.2M | 23 | 59.0% |
| #16 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $14.5M | 20 | 66.7% |
| #17 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $14.2M | 16 | 84.2% |
| #18 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $13.9M | 17 | 60.7% |
| #19 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $13.2M | 16 | 88.9% |
| #20 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 83.3% |
| #21 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $12.7M | 25 | 67.6% |
| #22 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.6M | 20 | 66.7% |
| #23 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $12.5M | 18 | 45.0% |
| #24 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $12.4M | 35 | 71.4% |
| #25 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $12.3M | 17 | 63.0% |
| #26 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $12.2M | 27 | 51.9% |
| #27 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.1M | 22 | 73.3% |
| #28 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $11.9M | 19 | 95.0% |
| #29 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $11.8M | 22 | 71.0% |
| #30 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $11.8M | 16 | 53.3% |
| #31 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 77.8% |
| #32 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $11.5M | 17 | 65.4% |
| #33 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $11.4M | 19 | 47.5% |
| #34 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $11.3M | 16 | 59.3% |
| #35 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.3M | 21 | 63.6% |
| #36 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 82.6% |
| #37 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.7M | 20 | 50.0% |
| #38 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 73.9% |
| #39 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.4M | 17 | 77.3% |
| #40 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.3M | 18 | 52.9% |
| #41 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $10.0M | 14 | 70.0% |
| #42 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $9.9M | 18 | 72.0% |
| #43 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $9.9M | 17 | 65.4% |
| #44 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $9.8M | 14 | 66.7% |
| #45 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $9.4M | 14 | 70.0% |
| #46 | Kate Garabedian | 1834624 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 15 | 88.2% |
| #47 | Heath Mink | 19405 | Liberty Bank | 459028 | Middletown, CT | $9.2M | 11 | 61.1% |
| #48 | Adam Moore | 156393 | Leader Bank, NA | 449250 | Marblehead, MA | $9.1M | 13 | 86.7% |
| #49 | Carla Rasetta | 1014892 | MBC Mortgage, LLC | 2527994 | Wakefield, MA | $9.0M | 13 | 68.4% |
| #50 | Marcia Lazar | 10078 | Mortgages, Inc. | 1726 | Needham, MA | $8.9M | 11 | 64.7% |
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 (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/massachusetts/top-retention-by-volume/2026
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