Retention champions in Minnesota in 2026 so far, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 9, 2026, the top 3 include Brady Day (First Class Mortgage V, Inc, NMLS #206008), Casey Van Winkle (First Class Mortgage V, Inc, NMLS #323964), and Allison Larson (Guild Mortgage Company LLC, NMLS #1059283).
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 | Brady Day | 206008 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $17.2M | 50 | 73.5% |
| #2 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $14.6M | 36 | 62.1% |
| #3 | Allison Larson | 1059283 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $14.4M | 31 | 62.0% |
| #4 | Michael Noone | 372494 | Mortgages By Noone, LLC | 1274274 | Eagan, MN | $12.2M | 27 | 87.1% |
| #5 | Thomas Jussila | 194821 | Guaranteed Rate, Inc. | 2611 | Cape Coral, FL | $10.4M | 26 | 68.4% |
| #6 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $9.4M | 24 | 80.0% |
| #7 | Lisa Wells | 460442 | CrossCountry Mortgage, LLC | 3029 | Minnetonka, MN | $8.9M | 23 | 42.6% |
| #7 | Lisa Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $6.5M | 23 | 67.6% |
| #9 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $5.0M | 21 | 70.0% |
| #10 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $2.0M | 20 | 57.1% |
| #10 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $10.1M | 20 | 62.5% |
| #12 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $7.4M | 18 | 66.7% |
| #12 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $7.0M | 18 | 58.1% |
| #14 | Rachel Robole | 2273539 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $6.4M | 17 | 65.4% |
| #14 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $5.5M | 17 | 56.7% |
| #16 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $1.3M | 16 | 34.8% |
| #17 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $5.8M | 15 | 68.2% |
| #17 | Kelly Ratzloff | 1102316 | Bell Bank | 419538 | Austin, MN | $4.1M | 15 | 100.0% |
| #17 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $5.0M | 15 | 55.6% |
| #20 | Leah Pechman | 695794 | BLAZE CREDIT UNION | 469510 | Saint Paul, MN | $2.5M | 14 | 56.0% |
| #20 | Janice Merrill | 400103 | North Shore Bank of Commerce | 554165 | Hermantown, MN | $3.8M | 14 | 43.8% |
| #20 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.9M | 14 | 34.1% |
| #20 | Samuel Capistrant | 2029309 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $5.2M | 14 | 73.7% |
| #24 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $4.5M | 13 | 54.2% |
| #24 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.2M | 13 | 20.6% |
| #24 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $5.1M | 13 | 76.5% |
| #24 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $5.3M | 13 | 56.5% |
| #24 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $4.5M | 13 | 68.4% |
| #24 | Luke Klitzke | 455645 | CorTrust Mortgage Inc. | 458038 | Hutchinson, MN | $4.4M | 13 | 76.5% |
| #30 | Tammy Gile | 1014313 | Altra Federal Credit Union | 457287 | lacrosse, WI | $3.1M | 12 | 57.1% |
| #30 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $2.4M | 12 | 48.0% |
| #30 | Cheri Hughes | 452924 | Co-op Credit Union of Montevideo | 512571 | Montevideo, MN | $2.0M | 12 | 80.0% |
| #30 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $1.8M | 12 | 40.0% |
| #34 | Jamin Cousins | 1535665 | Better Mortgage Corporation | 330511 | Minneapolis, MN | $3.6M | 11 | 52.4% |
| #34 | Robert Merrill | 400595 | Bell Bank | 419538 | Excelsior, MN | $6.6M | 11 | 64.7% |
| #34 | Mandy Eckman | 653693 | Luminate Bank | 1281698 | Minneapolis, MN | $4.8M | 11 | 78.6% |
| #34 | Andrew Burton | 285599 | Waterstone Mortgage Corporation | 186434 | Woodbury, MN | $4.0M | 11 | 68.8% |
| #34 | Matthew Grant | 324106 | Fairway Independent Mortgage Corporation | 2289 | Bloomington, MN | $6.0M | 11 | 50.0% |
| #34 | Alec Johnson | 273107 | CrossCountry Mortgage, LLC | 3029 | Maple Grove, MN | $3.8M | 11 | 73.3% |
| #34 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $6.4M | 11 | 78.6% |
| #34 | BRADLEY WEAPPA | 539879 | Fairway Independent Mortgage Corporation | 2289 | Bloomington, MN | $4.2M | 11 | 64.7% |
| #34 | Gregg Potratz | 370207 | Edge Home Finance, LLC | 891464 | Minnetonka, MN | $4.2M | 11 | 73.3% |
| #34 | Daniel Bundt | 1488865 | Guaranteed Rate, Inc. | 2611 | Shakopee, MN | $4.2M | 11 | 57.9% |
| #34 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 11 | 52.4% |
| #34 | Lindsey Jackson | 2069313 | Northwoods Credit Union | 408894 | Cloquet, MN | $1.7M | 11 | 47.8% |
| #46 | Brenda Bednar | 286049 | CrossCountry Mortgage, LLC | 3029 | Owatonna, MN | $2.8M | 10 | 76.9% |
| #46 | Ashlee Curb | 1846061 | Security Bank USA | 401953 | Bemidji, MN | $2.4M | 10 | 66.7% |
| #46 | Lee Aldrich | 325834 | CrossCountry Mortgage, LLC | 3029 | Monticello, MN | $3.8M | 10 | 38.5% |
| #46 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.3M | 10 | 71.4% |
| #46 | Michelle Goltz | 849572 | Co-op Credit Union of Montevideo | 512571 | Willmar, MN | $2.6M | 10 | 58.8% |
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 Loan Count — Minnesota. Powered by MMI public record mortgage production data, accessed October 9, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units
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