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 May 28, 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 | $14.7M | 38 | 55.9% |
| #3 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $13.0M | 33 | 91.7% |
| #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 | Edina, MN | $14.2M | 27 | 56.3% |
| #6 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $6.3M | 22 | 66.7% |
| #6 | Ryan Stangl | 24417 | PrimeSource Funding, Inc. | 2174 | Mankato, MN | $6.8M | 22 | 68.8% |
| #6 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $4.0M | 22 | 53.7% |
| #9 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $11.5M | 21 | 67.7% |
| #9 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $8.2M | 21 | 70.0% |
| #9 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.6M | 21 | 48.8% |
| #9 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $25.5M | 21 | 65.6% |
| #9 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $1.9M | 21 | 65.6% |
| #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 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.7M | 19 | 76.0% |
| #17 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $9.1M | 18 | 51.4% |
| #17 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.0M | 18 | 25.7% |
| #19 | Chad McShane | 342881 | Loan Factory, Inc. | 320841 | San Jose, CA | $4.0M | 17 | 81.0% |
| #19 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $9.8M | 17 | 56.7% |
| #19 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $7.0M | 17 | 51.5% |
| #19 | 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 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $8.9M | 15 | 78.9% |
| #24 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.7M | 15 | 75.0% |
| #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 | 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 | 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% |
| #29 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 14 | 51.9% |
| #29 | Shawn Bohlsen | 757126 | Old National Bank | 459308 | St Louis Park, MN | $5.7M | 14 | 63.6% |
| #34 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $4.1M | 13 | 68.4% |
| #34 | Bony Schwanke | 1585267 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $1.0M | 13 | 43.3% |
| #34 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $1.0M | 13 | 40.6% |
| #37 | Anne Kehoe | 400918 | Security Bank USA | 401953 | Bemidji, MN | $3.6M | 12 | 46.2% |
| #37 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $5.2M | 12 | 50.0% |
| #37 | Lindsey Jackson | 2069313 | Northwoods Credit Union | 408894 | Cloquet, MN | $1.3M | 12 | 40.0% |
| #37 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.2M | 12 | 27.9% |
| #37 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $1.8M | 12 | 63.2% |
| #37 | Robert Strandell | 274802 | Bell Bank | 419538 | Minneapolis, MN | $4.8M | 12 | 48.0% |
| #37 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $4.0M | 12 | 54.5% |
| #37 | Paul Fredin | 1919643 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $4.9M | 12 | 75.0% |
| #37 | Grecia Williams Ledesma | 2212661 | Edge Home Finance, LLC | 891464 | Minnetonka, MN | $4.7M | 12 | 92.3% |
| #37 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $9.6M | 12 | 36.4% |
| #47 | Christopher Brown | 400767 | U.S. Bank National Association | 402761 | Eagan, MN | $3.0M | 11 | 64.7% |
| #47 | Mark Merry | 452552 | GRANITE BANK | 405434 | Champlin, MN | $5.1M | 11 | 64.7% |
| #47 | Sandra Talberg | 404559 | Bell Bank | 419538 | White Bear Lake, MN | $4.3M | 11 | 28.9% |
| #47 | lori moe | 406186 | Members Cooperative Credit Union | 422512 | Duluth, MN | $1.4M | 11 | 45.8% |
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 (2025). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2025
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