Retention champions in Montana in 2024, 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 THOMAS BOYLE (Paramount Residential Mortgage Group, Inc., NMLS #1518134), Lindsay Lee (Russell Country Federal Credit Union, NMLS #1002501), and Kyle Hanson (Whitefish Credit Union Association, NMLS #1528390).
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 | THOMAS BOYLE | 1518134 | Paramount Residential Mortgage Group, Inc. | 75243 | Corona, CA | $3.6M | 10 | 76.9% |
| #2 | Lindsay Lee | 1002501 | Russell Country Federal Credit Union | 421978 | Great Falls, MT | $844K | 9 | 52.9% |
| #2 | Kyle Hanson | 1528390 | Whitefish Credit Union Association | 409281 | — | $7.4M | 9 | 90.0% |
| #4 | Lyncoln Schrock | 1732594 | TrailWest Bank | 677399 | Kalispell, MT | $3.3M | 8 | 66.7% |
| #5 | Sherrie Kitto | 501919 | CMG Mortgage, Inc. | 1820 | Bozeman, MT | $1.3M | 7 | 53.8% |
| #5 | Christine Farrington | 193640 | Edge Home Finance, LLC | 891464 | Las Vegas, NV | $2.4M | 7 | 31.8% |
| #5 | Colleen Wood | 1118454 | Wood Team Home Mortgage LLC | 2535756 | Red Lodge, MT | $3.7M | 7 | 53.8% |
| #5 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $4.0M | 7 | 31.8% |
| #5 | Stephen Cooney | 487376 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $3.2M | 7 | 63.6% |
| #10 | Matthew Rizzolo | 1724580 | Flathead Valley Mortgage LLC | 2258019 | Columbia Falls, MT | $1.7M | 6 | 54.5% |
| #10 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $1.0M | 6 | 37.5% |
| #10 | Ian Songer | 1560394 | Altana Federal Credit Union | 417013 | — | $1.0M | 6 | 46.2% |
| #10 | John McEwen | 1913546 | Montana Educators' Credit Union | 780087 | Missoula, MT | $1.4M | 6 | 40.0% |
| #10 | David Christensen | 290471 | Mountain Lake Mortgage Corporation | 270653 | Kalispell, MT | $2.6M | 6 | 42.9% |
| #10 | Michelle Felde | 712728 | Clearwater Federal Credit Union | 447584 | — | $1.3M | 6 | 50.0% |
| #16 | Deanna Felix | 1389503 | Clearwater Federal Credit Union | 447584 | — | $647K | 5 | 50.0% |
| #16 | AJ Erb | 1627258 | Altana Federal Credit Union | 417013 | Billings, MT | $976K | 5 | 50.0% |
| #16 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $1.8M | 5 | 27.8% |
| #19 | Christopher Dangerfield | 400362 | Fairway Independent Mortgage Corporation | 2289 | Great Falls, MT | $508K | 4 | 17.4% |
| #19 | Moriah Lundeen | 193988 | Eagle Bank | 440469 | Polson, MT | $1.3M | 4 | 33.3% |
| #19 | SHANE MCCHESNEY | 298182 | Barrington Bank & Trust Company N.A. | 449042 | Sherman Oaks, CA | $2.6M | 4 | 30.8% |
| #19 | Nicole Hanni | 487293 | Guild Mortgage Company LLC | 3274 | Butte, MT | $610K | 4 | 40.0% |
| #23 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $965K | 3 | 14.3% |
| #23 | John Baldridge | 1942991 | Prosperity Home Mortgage, LLC | 75164 | Newport Beach, CA | $1.0M | 3 | 30.0% |
| #23 | Yvonne Kelly | 523512 | Premier Mortgage Resources, L.L.C. | 1169 | Billings, MT | $690K | 3 | 23.1% |
| #23 | Michael Banks | 404629 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $285K | 3 | 18.8% |
| #23 | Carla Marinko | 526355 | Stockman Bank of Montana | 440094 | Belgrade, MT | $1.1M | 3 | 30.0% |
| #23 | Kayli Steadman | 1319764 | New American Funding, LLC | 6606 | Billings, MT | $739K | 3 | 30.0% |
| #23 | Cuyler Tonkovich | 846131 | New American Funding, LLC | 6606 | Helena, MT | $769K | 3 | 25.0% |
| #23 | Carolyn Cole | 202131 | Synergy One Lending, Inc. | 1907235 | — | $1.2M | 3 | 21.4% |
| #23 | David Boye | 235086 | Black Diamond Mortgage Corporation | 209137 | Whitefish, MT | $2.0M | 3 | 30.0% |
| #23 | Sara Koelzer | 400361 | Guaranteed Rate, Inc. | 2611 | Bozeman, MT | $2.7M | 3 | 27.3% |
| #33 | AUTUMN MCLEAN | 244589 | Envoy Mortgage Ltd | 6666 | Kalispell, MT | $389K | 2 | 20.0% |
| #33 | Christopher Ackerman | 450337 | Guaranteed Rate, Inc. | 2611 | Billings, MT | $830K | 2 | 13.3% |
| #33 | Brian Hafner | 1620055 | Lower, LLC | 1124061 | Billings, MT | $552K | 2 | 16.7% |
| #33 | Shannon O'Hare | 523508 | CrossCountry Mortgage, LLC | 3029 | Bozeman, MT | $1.2M | 2 | 18.2% |
| #33 | Kaycee Carroll | 716645 | YELLOWSTONE BANK, THE | 403398 | Billings, MT | $699K | 2 | 18.2% |
| #33 | Mandi LaPierre | 514355 | Citizens Alliance Bank | 791572 | Great Falls, MT | $2.3M | 2 | 18.2% |
| #33 | Lindsay Kinniburgh | 339406 | Edge Home Finance, LLC | 891464 | Kalispell, MT | $1.0M | 2 | 16.7% |
| #33 | Stacia Timbrook | 1450914 | Bison Ventures LLC | 2257632 | Missoula, MT | $432K | 2 | 16.7% |
| #33 | Scott Lucier | 1637174 | loanDepot.com, LLC | 174457 | Boise, ID | $453K | 2 | 13.3% |
| #42 | Dianne Snedigar | 478583 | Farmers State Bank | 402643 | Stevensville, MT | $722K | 1 | 8.3% |
| #42 | Peter edgecomb | 405721 | Evergreen Moneysource Mortgage Company | 3182 | Bozeman, MT | $314K | 1 | 9.1% |
| #42 | Caroline Roy | 271203 | GoPrime Mortgage, Inc. | 69551 | Bozeman, MT | $600K | 1 | 10.0% |
| #42 | David Flugge | 729370 | New American Funding, LLC | 6606 | Helena, MT | $458K | 1 | 10.0% |
| #42 | Rhonda Jaraczeski | 400359 | Stockman Bank of Montana | 440094 | — | $387K | 1 | 10.0% |
| #42 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $250K | 1 | 10.0% |
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 — Montana (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-retention-by-units/2024
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