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 May 28, 2026, the top 3 include Roderick Leese (TrailWest Bank, NMLS #409622), Kyle Hanson (Whitefish Credit Union Association, NMLS #1528390), and Julie Lapham (Everett Financial, Inc., NMLS #292964).
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 | Roderick Leese | 409622 | TrailWest Bank | 677399 | Kalispell, MT | $5.0M | 10 | 83.3% |
| #1 | Kyle Hanson | 1528390 | Whitefish Credit Union Association | 409281 | — | $8.2M | 10 | 71.4% |
| #1 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $5.6M | 10 | 45.5% |
| #4 | Michelle Felde | 712728 | Clearwater Federal Credit Union | 447584 | Missoula, MT | $1.1M | 9 | 75.0% |
| #5 | Sammy Van Dyke | 776569 | Billings Federal Credit Union | 462141 | Billings, MT | $2.5M | 8 | 47.1% |
| #5 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $3.5M | 8 | 44.4% |
| #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 | Tiffany McNeff | 707795 | FIRST FEDERAL BANK & TRUST | 490477 | Billings, MT | $515K | 6 | 60.0% |
| #10 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $1.1M | 5 | 41.7% |
| #10 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $1.5M | 5 | 41.7% |
| #12 | Suzette Maki | 808803 | Belt Valley Bank | 797197 | Belt, MT | $554K | 3 | 27.3% |
| #12 | John McEwen | 1913546 | Montana Educators' Credit Union | 780087 | Missoula, MT | $242K | 3 | 27.3% |
| #14 | Shannon Foley | 265969 | CMG Mortgage, Inc. | 1820 | Holladay, UT | $753K | 2 | 20.0% |
| #14 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $677K | 2 | 20.0% |
| #14 | Nickole Jemmings | 630564 | Rocky Mountain Credit Union | 585490 | Helena, MT | $75K | 2 | 18.2% |
| #17 | Loriann Hodge Christensen | 487288 | Clearwater Federal Credit Union | 447584 | Missoula, MT | $63K | 1 | 8.3% |
| #17 | 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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-retention-by-units/2023
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