Retention champions in Minnesota in 2024, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 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 Brent Busch (Edge Home Finance, LLC, NMLS #1626669).
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 | $12.5M | 41 | 67.2% |
| #2 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $8.9M | 23 | 53.5% |
| #3 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.7M | 22 | 68.8% |
| #4 | Tanya Danielson | 509843 | Sherburne Bank | 362519 | Becker, MN | $3.2M | 20 | 83.3% |
| #5 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.3M | 19 | 90.5% |
| #6 | Cassandra Torkelson | 530661 | Border Bank | 704691 | Thief River Falls, MN | $1.4M | 18 | 90.0% |
| #7 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $4.8M | 16 | 59.3% |
| #7 | Cheri Hughes | 452924 | Co-op Credit Union of Montevideo | 512571 | Montevideo, MN | $1.7M | 16 | 80.0% |
| #9 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $5.9M | 15 | 83.3% |
| #9 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $5.2M | 15 | 41.7% |
| #11 | David McGee | 382956 | Build Wealth, MN, Inc. | 383703 | Minneapolis, MN | $2.1M | 13 | 68.4% |
| #11 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.0M | 13 | 54.2% |
| #11 | Robyn Rohweder | 758788 | Members Cooperative Credit Union | 422512 | Duluth, MN | $604K | 13 | 81.3% |
| #11 | Sharalee Maslowski | 1593498 | Members Cooperative Credit Union | 422512 | Duluth, MN | $1.2M | 13 | 50.0% |
| #11 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.1M | 13 | 46.4% |
| #11 | Michelle Anderson | 739964 | Sherburne Bank | 362519 | Monticello, MN | $2.4M | 13 | 65.0% |
| #11 | Yancy Stark | 128602 | Two Harbors Federal Credit Union | 459040 | Two Harbors, MN | $1.0M | 13 | 65.0% |
| #18 | Lucas Kanavati | 367028 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $9.2M | 12 | 52.2% |
| #18 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $593K | 12 | 21.4% |
| #18 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $6.9M | 12 | 52.2% |
| #18 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $2.3M | 12 | 63.2% |
| #18 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $4.4M | 12 | 63.2% |
| #18 | HEATHER BRILL | 853176 | Mid-Minnesota Federal Credit Union | 441960 | — | $940K | 12 | 80.0% |
| #18 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 12 | 52.2% |
| #25 | James Krantz | 761955 | Tradition Mortgage LLC | 286998 | Wayzata, MN | $5.9M | 11 | 57.9% |
| #25 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $4.9M | 11 | 68.8% |
| #25 | Daniel Beach | 709758 | Magnifi Financial Credit Union | 447069 | Long Prairie, MN | $810K | 11 | 78.6% |
| #25 | Tracy Lundy | 522440 | Lake Region Bank | 417388 | Willmar, MN | $3.3M | 11 | 64.7% |
| #25 | Michelle Goltz | 849572 | Co-op Credit Union of Montevideo | 512571 | Willmar, MN | $594K | 11 | 68.8% |
| #30 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $4.8M | 10 | 76.9% |
| #30 | Christopher Henrichsen | 5871 | Woodland Bank | 561743 | Grand Rapids, MN | $3.9M | 10 | 38.5% |
| #30 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $3.3M | 10 | 100.0% |
| #30 | Nicholas Thiry | 1435791 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $2.9M | 10 | 90.9% |
| #30 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $689K | 10 | 45.5% |
| #30 | Maxwell Weisheipl | 2103973 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $3.1M | 10 | 71.4% |
| #30 | Paul Fredin | 1919643 | Renovation Finance LLC | 1802847 | Berwyn, PA | $3.2M | 10 | 90.9% |
| #37 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $2.8M | 9 | 60.0% |
| #37 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $4.0M | 9 | 42.9% |
| #37 | Nicholas Mavetz | 321694 | LOL Incorporated | 299829 | Bloomington, MN | $2.3M | 9 | 42.9% |
| #37 | Jason Marschall | 208786 | PrimeLending, A PlainsCapital Company | 13649 | Bloomington, MN | $3.6M | 9 | 45.0% |
| #37 | Elizabeth Peter | 364033 | Luminate Bank | 1281698 | Minneapolis, MN | $3.1M | 9 | 50.0% |
| #37 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $718K | 9 | 39.1% |
| #37 | Susan Suckow | 699487 | Peoples State Bank of Plainview | 649280 | Elgin, MN | $912K | 9 | 81.8% |
| #37 | William Tysver | 449216 | BANK FORWARD | 446402 | Bemidji, MN | $2.4M | 9 | 47.4% |
| #37 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $2.5M | 9 | 81.8% |
| #37 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $706K | 9 | 34.6% |
| #37 | Tammy Kalkwarf | 1525571 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $638K | 9 | 31.0% |
| #37 | Jeffrey Zajac | 373627 | TRUSTONE FINANCIAL CREDIT UNION | 523134 | Minneapolis, MN | $3.3M | 9 | 40.9% |
| #49 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $1.7M | 8 | 40.0% |
| #49 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $2.8M | 8 | 80.0% |
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 (2024). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2024
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