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 October 11, 2026, the top 3 include THOMAS BOYLE (Paramount Residential Mortgage Group, Inc., NMLS #1518134), Kyle Hanson (Whitefish Credit Union Association, NMLS #1528390), and Lindsay Lee (Russell Country Federal Credit Union, NMLS #1002501).
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 | Kyle Hanson | 1528390 | Whitefish Credit Union Association | 409281 | — | $7.4M | 9 | 90.0% |
| #2 | Lindsay Lee | 1002501 | Russell Country Federal Credit Union | 421978 | Great Falls, MT | $844K | 9 | 52.9% |
| #4 | Lyncoln Schrock | 1732594 | TrailWest Bank | 677399 | Kalispell, MT | $3.3M | 8 | 66.7% |
| #5 | Colleen Wood | 1118454 | Wood Team Home Mortgage LLC | 2535756 | Red Lodge, MT | $3.7M | 7 | 53.8% |
| #5 | Stephen Cooney | 487376 | PrimeLending, A PlainsCapital Company | 13649 | Missoula, MT | $3.2M | 7 | 63.6% |
| #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 | Julie Lapham | 292964 | Everett Financial, Inc. | 2129 | Missoula, MT | $4.0M | 7 | 31.8% |
| #10 | Matthew Rizzolo | 1724580 | Flathead Valley Mortgage LLC | 2258019 | Columbia Falls, MT | $1.7M | 6 | 54.5% |
| #10 | David Christensen | 290471 | Mountain Lake Mortgage Corporation | 270653 | Kalispell, MT | $2.6M | 6 | 42.9% |
| #10 | Ian Songer | 1560394 | Altana Federal Credit Union | 417013 | — | $1.0M | 6 | 46.2% |
| #10 | DeDe Stoner | 250504 | Guild Mortgage Company LLC | 3274 | Billings, MT | $1.0M | 6 | 37.5% |
| #10 | John McEwen | 1913546 | Montana Educators' Credit Union | 780087 | — | $1.4M | 6 | 40.0% |
| #10 | Michelle Felde | 712728 | Stockman Bank of Montana | 440094 | Missoula, MT | $1.3M | 6 | 50.0% |
| #16 | AJ Erb | 1627258 | Altana Federal Credit Union | 417013 | Billings, MT | $976K | 5 | 50.0% |
| #16 | Deanna Felix | 1389503 | Stockman Bank of Montana | 440094 | Missoula, MT | $647K | 5 | 50.0% |
| #16 | John Baldridge | 1942991 | Prosperity Home Mortgage, LLC | 75164 | Newport Beach, CA | $1.7M | 5 | 45.5% |
| #16 | Crystal Eckerson | 400351 | Evergreen Moneysource Mortgage Company | 3182 | Helena, MT | $1.8M | 5 | 27.8% |
| #20 | Nicole Hanni | 487293 | Guild Mortgage Company LLC | 3274 | Butte, MT | $610K | 4 | 40.0% |
| #20 | SHANE MCCHESNEY | 298182 | Barrington Bank & Trust Company N.A. | 449042 | Sherman Oaks, CA | $2.6M | 4 | 30.8% |
| #20 | Moriah Lundeen | 193988 | Eagle Bank | 440469 | Polson, MT | $1.3M | 4 | 33.3% |
| #20 | Christopher Dangerfield | 400362 | Fairway Independent Mortgage Corporation | 2289 | Great Falls, MT | $508K | 4 | 17.4% |
| #24 | David Boye | 235086 | Black Diamond Mortgage Corporation | 209137 | Whitefish, MT | $2.0M | 3 | 30.0% |
| #24 | Carla Marinko | 526355 | Stockman Bank of Montana | 440094 | Belgrade, MT | $1.1M | 3 | 30.0% |
| #24 | Kelly Duray | 716674 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $965K | 3 | 14.3% |
| #24 | Yvonne Kelly | 523512 | Premier Mortgage Resources, L.L.C. | 1169 | Billings, MT | $690K | 3 | 23.1% |
| #24 | Sara Koelzer | 400361 | Guaranteed Rate, Inc. | 2611 | Bozeman, MT | $2.7M | 3 | 27.3% |
| #24 | Michael Banks | 404629 | Opportunity Bank of Montana | 412554 | Great Falls, MT | $285K | 3 | 18.8% |
| #24 | Carolyn Cole | 202131 | Synergy One Lending, Inc. | 1907235 | — | $1.2M | 3 | 21.4% |
| #24 | Cuyler Tonkovich | 846131 | New American Funding, LLC | 6606 | Helena, MT | $769K | 3 | 25.0% |
| #24 | Kayli Steadman | 1319764 | Evergreen Moneysource Mortgage Company | 3182 | Billings, MT | $739K | 3 | 30.0% |
| #33 | Christopher Ackerman | 450337 | Guaranteed Rate, Inc. | 2611 | Billings, MT | $830K | 2 | 13.3% |
| #33 | Scott Lucier | 1637174 | loanDepot.com, LLC | 174457 | Boise, ID | $453K | 2 | 13.3% |
| #33 | Stacia Timbrook | 1450914 | Bison Ventures LLC | 2257632 | Missoula, MT | $432K | 2 | 16.7% |
| #33 | Kamber Kelly | 526357 | CrossCountry Mortgage, LLC | 3029 | Billings, MT | $861K | 2 | 20.0% |
| #33 | Shannon O'Hare | 523508 | CrossCountry Mortgage, LLC | 3029 | Bozeman, MT | $1.2M | 2 | 18.2% |
| #33 | Brian Hafner | 1620055 | Lower, LLC | 1124061 | Billings, MT | $552K | 2 | 16.7% |
| #33 | AUTUMN MCLEAN | 244589 | Envoy Mortgage Ltd | 6666 | Kalispell, MT | $389K | 2 | 20.0% |
| #33 | Kaycee Carroll | 716645 | YELLOWSTONE BANK, THE | 403398 | Billings, MT | $699K | 2 | 18.2% |
| #33 | Lindsay Kinniburgh | 339406 | Edge Home Finance, LLC | 891464 | Kalispell, MT | $1.0M | 2 | 16.7% |
| #42 | Peter edgecomb | 405721 | Evergreen Moneysource Mortgage Company | 3182 | Bozeman, MT | $314K | 1 | 9.1% |
| #42 | David Flugge | 729370 | New American Funding, LLC | 6606 | Helena, MT | $458K | 1 | 10.0% |
| #42 | Caroline Roy | 271203 | GoPrime Mortgage, Inc. | 69551 | Bozeman, MT | $600K | 1 | 10.0% |
| #42 | Mandi LaPierre | 514355 | Citizens Alliance Bank | 791572 | Great Falls, MT | $1.6M | 1 | 10.0% |
| #42 | Tami Hartmann | 523510 | Stockman Bank of Montana | 440094 | Billings, MT | $250K | 1 | 10.0% |
| #42 | Dianne Snedigar | 478583 | Farmers State Bank | 402643 | Stevensville, MT | $722K | 1 | 7.7% |
| #42 | Rhonda Jaraczeski | 400359 | Stockman Bank of Montana | 440094 | — | $387K | 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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/montana/top-retention-by-units/2024
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