Retention champions in Minnesota in 2026, 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 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 Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $6.5M | 23 | 67.6% |
| #7 | Lisa Wells | 460442 | CrossCountry Mortgage, LLC | 3029 | Minnetonka, MN | $8.9M | 23 | 42.6% |
| #9 | Tanya Danielson | 509843 | Sherburne Bank | 362519 | Becker, MN | $5.0M | 21 | 70.0% |
| #10 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $10.1M | 20 | 62.5% |
| #10 | Meghan Laursen | 1374640 | Mayo Employees Federal Credit Union | 483355 | Rochester, MN | $2.0M | 20 | 57.1% |
| #12 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $7.0M | 18 | 58.1% |
| #12 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $7.4M | 18 | 66.7% |
| #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 | 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% |
| #17 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $5.8M | 15 | 68.2% |
| #20 | Brenda Nelson | 758794 | Affinity Plus Federal Credit Union | 402448 | Faribault, MN | $1.9M | 14 | 34.1% |
| #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 | 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 | Luke Klitzke | 455645 | CorTrust Mortgage Inc. | 458038 | Hutchinson, MN | $4.4M | 13 | 76.5% |
| #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 | Thomas Graese | 1884233 | Affinity Plus Federal Credit Union | 402448 | Saint Paul, MN | $1.2M | 13 | 20.6% |
| #24 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $4.5M | 13 | 68.4% |
| #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 | Habib Sadaka | 339526 | CrossCountry Mortgage, LLC | 3029 | Mankato, MN | $3.3M | 11 | 52.4% |
| #34 | Andrew Burton | 285599 | Waterstone Mortgage Corporation | 186434 | Woodbury, MN | $4.0M | 11 | 68.8% |
| #34 | Alec Johnson | 273107 | CrossCountry Mortgage, LLC | 3029 | Maple Grove, MN | $3.8M | 11 | 73.3% |
| #34 | Robert Merrill | 400595 | Bell Bank | 419538 | Excelsior, MN | $6.6M | 11 | 64.7% |
| #34 | BRADLEY WEAPPA | 539879 | Fairway Independent Mortgage Corporation | 2289 | Bloomington, MN | $4.2M | 11 | 64.7% |
| #34 | Mandy Eckman | 653693 | Luminate Bank | 1281698 | Minneapolis, MN | $4.8M | 11 | 78.6% |
| #34 | Brent Merritt | 340490 | Mortgage Capital of MN Inc | 324257 | Maple Grove, MN | $6.4M | 11 | 78.6% |
| #34 | Lindsey Jackson | 2069313 | Northwoods Credit Union | 408894 | Cloquet, MN | $1.7M | 11 | 47.8% |
| #34 | Jamin Cousins | 1535665 | Better Mortgage Corporation | 330511 | Minneapolis, MN | $3.6M | 11 | 52.4% |
| #34 | Matthew Grant | 324106 | Fairway Independent Mortgage Corporation | 2289 | Bloomington, MN | $6.0M | 11 | 50.0% |
| #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% |
| #46 | lori moe | 406186 | Members Cooperative Credit Union | 422512 | Duluth, MN | $977K | 10 | 47.6% |
| #46 | Jamie Mahaffey | 663473 | Affinity Plus Federal Credit Union | 402448 | Bemidji, MN | $1.3M | 10 | 71.4% |
| #46 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $4.1M | 10 | 62.5% |
| #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% |
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 (2026). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-units/2026
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