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 August 27, 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 | Allison Larson | 1059283 | Guild Mortgage Company LLC | 3274 | Prior Lake, MN | $14.2M | 27 | 55.1% |
| #5 | Andrea DeChampeau | 758806 | Affinity Plus Federal Credit Union | 402448 | Grand Rapids, MN | $2.2M | 26 | 48.1% |
| #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 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $12.3M | 22 | 66.7% |
| #7 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $6.8M | 22 | 66.7% |
| #7 | Morgan Anderson | 1600977 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $3.4M | 22 | 55.0% |
| #11 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $8.2M | 21 | 70.0% |
| #11 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $1.9M | 21 | 65.6% |
| #11 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $25.5M | 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 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $8.1M | 19 | 51.4% |
| #15 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $9.5M | 19 | 52.8% |
| #18 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $10.5M | 18 | 58.1% |
| #18 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.0M | 18 | 25.4% |
| #18 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.5M | 18 | 75.0% |
| #21 | Chad McShane | 342881 | Loan Factory, Inc. | 320841 | San Jose, CA | $4.0M | 17 | 81.0% |
| #21 | 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% |
| #23 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $6.4M | 16 | 64.0% |
| #25 | Pamela Mathewson | 1795579 | New American Funding, LLC | 6606 | Maple Grove, MN | $5.8M | 15 | 55.6% |
| #25 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.1M | 15 | 45.5% |
| #25 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.7M | 15 | 75.0% |
| #25 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $8.9M | 15 | 78.9% |
| #25 | Chris Wambach | 334814 | CrossCountry Mortgage, LLC | 3029 | Elk River, MN | $4.2M | 15 | 57.7% |
| #30 | Kristin Piatz | 452537 | Guild Mortgage Company LLC | 3274 | Edina, MN | $4.2M | 14 | 35.9% |
| #30 | Lisa Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $4.3M | 14 | 46.7% |
| #30 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 14 | 51.9% |
| #33 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $4.1M | 13 | 68.4% |
| #33 | Jesse Vollmer | 383353 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $5.1M | 13 | 52.0% |
| #33 | Bony Schwanke | 1585267 | BLAZE CREDIT UNION | 469510 | Falcon Hgts, MN | $1.0M | 13 | 41.9% |
| #33 | Shawn Bohlsen | 757126 | Old National Bank | 459308 | St Louis Park, MN | $5.5M | 13 | 61.9% |
| #33 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $5.4M | 13 | 52.0% |
| #38 | Grecia Williams Ledesma | 2212661 | Edge Home Finance, LLC | 891464 | Minnetonka, MN | $4.7M | 12 | 92.3% |
| #38 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.2M | 12 | 28.6% |
| #38 | Ian Week | 2153049 | National Bank of Commerce | 461030 | Bemidji, MN | $988K | 12 | 40.0% |
| #38 | Robert Strandell | 274802 | Bell Bank | 419538 | Minneapolis, MN | $4.8M | 12 | 48.0% |
| #38 | Mona Edick | 452504 | Paramount Residential Mortgage Group, Inc. | 75243 | Cape Coral, FL | $2.9M | 12 | 24.0% |
| #38 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $9.6M | 12 | 36.4% |
| #38 | Paul Fredin | 1919643 | Better Mortgage Corporation | 330511 | Minneapolis, MN | $4.9M | 12 | 75.0% |
| #38 | Thomas Omerza | 769546 | Frandsen Bank & Trust | 718070 | Ely, MN | $4.6M | 12 | 66.7% |
| #38 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $1.8M | 12 | 60.0% |
| #38 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $4.0M | 12 | 54.5% |
| #38 | Genna Briggs | 1086114 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.5M | 12 | 27.9% |
| #49 | Lindsey Jackson | 2069313 | Northwoods Credit Union | 408894 | Cloquet, MN | $1.1M | 11 | 39.3% |
| #49 | Anne Kehoe | 400918 | Security Bank USA | 401953 | Bemidji, MN | $2.9M | 11 | 44.0% |
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 (2025). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2025
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