Retention champions in Minnesota in 2024, ranked by total volume. 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), Mark Steil (U.S. Bank National Association, NMLS #452837), and Casey Van Winkle (First Class Mortgage V, Inc, NMLS #323964).
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 | Mark Steil | 452837 | U.S. Bank National Association | 402761 | Earth City, MO | $11.4M | 8 | 66.7% |
| #3 | Casey Van Winkle | 323964 | First Class Mortgage V, Inc | 322842 | Maple Grove, MN | $9.2M | 24 | 54.5% |
| #4 | Adam Will | 367302 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 12 | 52.2% |
| #5 | Lucas Kanavati | 367028 | Tradition Mortgage LLC | 286998 | Woodbury, MN | $8.6M | 11 | 50.0% |
| #6 | John Zydowsky | 369349 | Tradition Mortgage LLC | 286998 | Lakeville, MN | $6.9M | 12 | 52.2% |
| #7 | Brent Busch | 1626669 | Edge Home Finance, LLC | 891464 | Mankato, MN | $6.3M | 21 | 70.0% |
| #8 | James Krantz | 761955 | Tradition Mortgage LLC | 286998 | Wayzata, MN | $5.9M | 11 | 57.9% |
| #9 | Arik Orosz | 340901 | E Mortgage Capital, Inc. | 1416824 | Lakeville, MN | $5.9M | 15 | 83.3% |
| #10 | Oliver White | 1254113 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $5.7M | 16 | 43.2% |
| #11 | Jason Mikunda | 533113 | Northport Funding LLC | 1868733 | Wayzata, MN | $5.4M | 7 | 63.6% |
| #12 | Wesley Atkinson | 400955 | Bell Bank | 419538 | Blaine, MN | $4.9M | 11 | 68.8% |
| #13 | Jay Dacey | 375033 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $4.8M | 10 | 76.9% |
| #14 | Mary Costley | 504786 | North Shore Bank of Commerce | 554165 | Duluth, MN | $4.8M | 16 | 59.3% |
| #15 | Kevin Yamaya | 400490 | Bell Bank | 419538 | Maple Grove, MN | $4.4M | 12 | 63.2% |
| #16 | Lisa Wells | 460442 | CrossCountry Mortgage, LLC | 3029 | Minnetonka, MN | $4.4M | 8 | 38.1% |
| #17 | Christopher Henrichsen | 5871 | Woodland Bank | 561743 | Grand Rapids, MN | $4.2M | 11 | 40.7% |
| #18 | NICHOLAS HANSON | 367027 | Tradition Mortgage LLC | 286998 | Edina, MN | $4.0M | 9 | 42.9% |
| #19 | Jason Stone | 1018649 | Fairway Independent Mortgage Corporation | 2289 | West St Paul, MN | $4.0M | 13 | 54.2% |
| #20 | Jason Marschall | 208786 | PrimeLending, A PlainsCapital Company | 13649 | Bloomington, MN | $3.6M | 9 | 45.0% |
| #21 | Allison Larson | 1059283 | Guild Mortgage Company LLC | 3274 | Edina, MN | $3.4M | 8 | 36.4% |
| #22 | Bryan Atwood | 2252323 | Atwood Mortgage, LLC | 2272658 | Saint Louis Park, MN | $3.3M | 10 | 100.0% |
| #23 | Tracy Lundy | 522440 | Lake Region Bank | 417388 | Willmar, MN | $3.3M | 11 | 61.1% |
| #24 | Jeffrey Zajac | 373627 | TRUSTONE FINANCIAL CREDIT UNION | 523134 | Minneapolis, MN | $3.3M | 9 | 40.9% |
| #25 | Lisa Walker | 340189 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $3.3M | 6 | 35.3% |
| #26 | Paul Fredin | 1919643 | Jay Dacey Mortgage Team Inc. | 1812066 | Little Canada, MN | $3.2M | 10 | 83.3% |
| #27 | Tanya Danielson | 509843 | Sherburne State Bank | 362519 | Becker, MN | $3.2M | 20 | 80.0% |
| #28 | Jason Naber | 756922 | Old National Bank | 459308 | South St Paul, MN | $3.2M | 6 | 40.0% |
| #29 | Elizabeth Peter | 364033 | Luminate Bank | 1281698 | Minneapolis, MN | $3.1M | 9 | 47.4% |
| #30 | John Anunti | 582756 | Bell Bank | 419538 | Duluth, MN | $3.1M | 8 | 61.5% |
| #31 | Maxwell Weisheipl | 2103973 | PrimeSource Funding, Inc. | 2174 | Rochester, MN | $3.1M | 10 | 71.4% |
| #32 | Benjamin Daniels | 480141 | NEXA Mortgage, LLC | 1660690 | Maple Grove, MN | $3.1M | 10 | 62.5% |
| #33 | David Lozinski | 300103 | LOL Incorporated | 299829 | Bloomington, MN | $3.0M | 8 | 38.1% |
| #34 | Peter Larsen | 362965 | LOL Incorporated | 299829 | Bloomington, MN | $3.0M | 8 | 47.1% |
| #35 | Matthew Grant | 324106 | Fairway Independent Mortgage Corporation | 2289 | Bloomington, MN | $3.0M | 6 | 50.0% |
| #36 | Nicholas Thiry | 1435791 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $2.9M | 10 | 90.9% |
| #37 | Leisha Gregg | 658306 | THE FIRST NATIONAL BANK OF BEMIDJI | 440421 | Bemidji, MN | $2.8M | 12 | 63.2% |
| #38 | Mathew Kremers | 380052 | Envision Capital, Inc. | 327578 | Wayzata, MN | $2.8M | 5 | 41.7% |
| #39 | David Howe | 327588 | Midwest Mortgage Consultants LLC | 203445 | Buffalo, MN | $2.8M | 8 | 80.0% |
| #40 | Andrew Hendrickson | 340524 | Bell Bank | 419538 | Minneapolis, MN | $2.6M | 3 | 27.3% |
| #41 | Shawn Poppler | 378097 | US Mortgage Investments of New Prague, Inc. | 375444 | Edina, MN | $2.6M | 4 | 36.4% |
| #42 | William Tysver | 449216 | BANK FORWARD | 446402 | Bemidji, MN | $2.4M | 9 | 47.4% |
| #43 | Michelle Anderson | 739964 | Sherburne State Bank | 362519 | Monticello, MN | $2.4M | 13 | 65.0% |
| #44 | Jeffrey Vorlicky | 452455 | CrossCountry Mortgage, LLC | 3029 | Woodbury, MN | $2.4M | 7 | 53.8% |
| #45 | Nicholas Mavetz | 321694 | LOL Incorporated | 299829 | Bloomington, MN | $2.3M | 9 | 42.9% |
| #46 | Max Cloose | 1443737 | Security Bank USA | 401953 | Bemidji, MN | $2.2M | 14 | 48.3% |
| #47 | Steven Dillner | 211963 | CrossCountry Mortgage, LLC | 3029 | Bloomington, MN | $2.2M | 6 | 42.9% |
| #48 | Jeff Scherber | 369524 | Lower, LLC | 1124061 | Maple Grove, MN | $2.2M | 6 | 35.3% |
| #49 | Gail Mistic-Dockendorf | 820637 | DEERWOOD BANK | 408174 | Bemidji, MN | $2.2M | 6 | 50.0% |
| #50 | Michele Baldwin | 452483 | Fairway Independent Mortgage Corporation | 2289 | Eden Prairie, MN | $2.1M | 6 | 33.3% |
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 Volume — Minnesota (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/minnesota/top-retention-by-volume/2024
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