Retention champions in Minnesota in 2025, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 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 Jay Dacey (Jay Dacey Mortgage Team Inc., NMLS #375033).
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 | $14.3M | 42 | 45.2% |
| #2 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $15.5M | 39 | 55.7% |
| #3 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $13.5M | 34 | 94.4% |
| #4 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $2.2M | 27 | 49.1% |
| #4 | Allison Larson | 1059283 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $14.2M | 27 | 56.3% |
| #6 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $7.0M | 23 | 67.6% |
| #7 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.9M | 22 | 51.2% |
| #7 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $4.0M | 22 | 53.7% |
| #9 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $8.2M | 21 | 70.0% |
| #9 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $11.5M | 21 | 67.7% |
| #9 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $1.9M | 21 | 65.6% |
| #9 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $25.5M | 21 | 65.6% |
| #9 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $6.0M | 21 | 67.7% |
| #14 | Fusheng Liu | 1468867 | US West Financial Corporation | 327874 | Plymouth, MN | $7.7M | 20 | 90.9% |
| #15 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $5.4M | 19 | 73.1% |
| #15 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $9.5M | 19 | 52.8% |
| #15 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.7M | 19 | 76.0% |
| #18 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $7.2M | 18 | 51.4% |
| #18 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.0M | 18 | 25.7% |
| #20 | Chad McShane | 342881 | Loan Factory, Inc. | 320841 | San Jose, CA | $4.0M | 17 | 81.0% |
| #20 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $9.8M | 17 | 56.7% |
| #20 | Ali Massa | 400275 | Success Mortgage Partners, Inc. | 130562 | River Falls, WI | $5.3M | 17 | 81.0% |
| #23 | Michelle Shull | 501971 | Bell Bank | 419538 | Minneapolis, MN | $5.4M | 16 | 69.6% |
| #24 | Chris Wambach | 334814 | CrossCountry Mortgage, LLC | 3029 | Elk River, MN | $4.2M | 15 | 57.7% |
| #24 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $6.2M | 15 | 62.5% |
| #24 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.7M | 15 | 75.0% |
| #24 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $8.9M | 15 | 78.9% |
| #24 | Pamela Mathewson | 1795579 | New American Funding, LLC | 6606 | Maple Grove, MN | $5.8M | 15 | 55.6% |
| #29 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $3.9M | 14 | 42.4% |
| #29 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 14 | 51.9% |
| #29 | Kristin Piatz | 452537 | Guild Mortgage Company LLC | 3274 | Edina, MN | $4.2M | 14 | 35.9% |
| #29 | Lisa Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $4.3M | 14 | 46.7% |
| #33 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $4.1M | 13 | 68.4% |
| #33 | Bony Schwanke | 1585267 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $1.0M | 13 | 43.3% |
| #33 | Shawn Bohlsen | 757126 | Old National Bank | 459308 | St Louis Park, MN | $5.5M | 13 | 61.9% |
| #36 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $988K | 12 | 38.7% |
| #36 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.2M | 12 | 27.9% |
| #36 | Grecia Williams Ledesma | 2212661 | Edge Home Finance, LLC | 891464 | Minnetonka, MN | $4.7M | 12 | 92.3% |
| #36 | Paul Fredin | 1919643 | Better Mortgage Corporation | 330511 | Minneapolis, MN | $4.9M | 12 | 75.0% |
| #36 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $1.8M | 12 | 60.0% |
| #36 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $4.6M | 12 | 66.7% |
| #36 | Anne Kehoe | 400918 | Security Bank USA | 401953 | Bemidji, MN | $3.4M | 12 | 46.2% |
| #36 | Robert Strandell | 274802 | Bell Bank | 419538 | Minneapolis, MN | $4.8M | 12 | 48.0% |
| #36 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $9.6M | 12 | 36.4% |
| #36 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $4.0M | 12 | 54.5% |
| #36 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $5.2M | 12 | 50.0% |
| #47 | Titus Mhiripiri | 233977 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | Eden Prairie, MN | $4.0M | 11 | 47.8% |
| #47 | Genna Briggs | 1086114 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.5M | 11 | 25.0% |
| #47 | Sandra Talberg | 404559 | Bell Bank | 419538 | White Bear Lake, MN | $4.3M | 11 | 28.9% |
| #47 | Christopher Brown | 400767 | U.S. Bank National Association | 402761 | Eagan, MN | $3.0M | 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 Loan Count — Minnesota (2025). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2025
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