Retention champions in Montana in 2023, 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 Julie Lapham (Everett Financial, Inc., NMLS #292964), Kyle Hanson (Whitefish Credit Union Association, NMLS #1528390), and Roderick Leese (TrailWest Bank, NMLS #409622).
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 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $5.6M | 10 | 45.5% |
| #1 | Kyle Hanson | 1528390 | Whitefish Credit Union Association | 409281 | — | $8.2M | 10 | 71.4% |
| #1 | Roderick Leese | 409622 | TrailWest Bank | 677399 | Kalispell, MT | $5.0M | 10 | 83.3% |
| #4 | Michelle Felde | 712728 | Stockman Bank of Montana | 440094 | Missoula, MT | $1.1M | 9 | 69.2% |
| #5 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $3.5M | 8 | 44.4% |
| #5 | Sammy Van Dyke | 776569 | Billings Federal Credit Union | 462141 | Billings, MT | $2.5M | 8 | 47.1% |
| #5 | AJ Erb | 1627258 | Altana Federal Credit Union | 417013 | Billings, MT | $1.6M | 8 | 72.7% |
| #8 | Tracy Kuehn | 240747 | Intrepid Credit Union | 411353 | — | $1.2M | 7 | 53.8% |
| #9 | Mark Dowaliby | 1517590 | Whitefish Credit Union Association | 409281 | — | $782K | 6 | 60.0% |
| #9 | Tiffany McNeff | 707795 | FIRST FEDERAL BANK & TRUST | 490477 | Billings, MT | $515K | 6 | 60.0% |
| #11 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $1.5M | 5 | 41.7% |
| #11 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $1.1M | 5 | 41.7% |
| #13 | John McEwen | 1913546 | Montana Educators' Credit Union | 780087 | — | $242K | 3 | 27.3% |
| #13 | Suzette Maki | 808803 | Belt Valley Bank | 797197 | Belt, MT | $554K | 3 | 27.3% |
| #15 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $677K | 2 | 20.0% |
| #15 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $323K | 2 | 20.0% |
| #15 | Shannon Foley | 265969 | CMG Mortgage, Inc. | 1820 | Bozeman, MT | $753K | 2 | 20.0% |
| #15 | Nickole Jemmings | 630564 | Rocky Mountain Credit Union | 585490 | Helena, MT | $75K | 2 | 18.2% |
| #19 | Loriann Hodge Christensen | 487288 | Clearwater Federal Credit Union | 447584 | — | $63K | 1 | 8.3% |
| #19 | Gloria Avants | 785814 | Lincoln County Credit Union | 784935 | — | $517K | 1 | 9.1% |
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 — Montana (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-retention-by-units/2023
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