Retention champions nationwide in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of October 11, 2026, the top 3 include Jacqueline Wampler (Primis Mortgage Company, NMLS #85964), Brian McCarter (Rocket Mortgage, LLC, NMLS #774914), and Todd Le Pique (Bank of America, N.A., NMLS #526837).
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 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $48.5M | 152 | 81.7% |
| #2 | Brian McCarter | 774914 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $40.8M | 14 | 77.8% |
| #3 | Todd Le Pique | 526837 | Bank of America, N.A. | 399802 | Winter Park, FL | $40.6M | 8 | 66.7% |
| #4 | H. Carmen Castro Franceschi | 487229 | First Republic Bank | 362814 | — | $33.2M | 74 | 94.9% |
| #5 | Mark Goodwin | 543312 | The Federal Savings Bank | 411500 | Southlake, TX | $31.6M | 24 | 51.1% |
| #6 | Lisa Wolken | 673312 | Multipli Federal Credit Union | 489291 | Jefferson City, MO | $30.9M | 21 | 42.0% |
| #7 | Michael McCulley | 28001 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $27.3M | 21 | 80.8% |
| #8 | Matthew Smith | 34764 | West Capital Lending, Inc. | 1566096 | Troy, MI | $24.3M | 33 | 71.7% |
| #9 | Shane Boon | 30178 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $24.1M | 33 | 55.9% |
| #10 | Jarret Coleman | 67530 | U.S. Bank National Association | 402761 | Greenwich, CT | $23.0M | 21 | 35.0% |
| #11 | Skylar Swiecki | 23430 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $19.7M | 22 | 43.1% |
| #12 | Nicholas Tomas | 31699 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $19.4M | 29 | 78.4% |
| #13 | Edward Currie | 523638 | U.S. Bank National Association | 402761 | Earth City, MO | $19.3M | 18 | 69.2% |
| #14 | Heather Santos | 31720 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $19.1M | 25 | 62.5% |
| #15 | Jeremy Wilson | 950895 | Rocket Mortgage, LLC | 3030 | Phoenix, AZ | $19.1M | 17 | 47.2% |
| #16 | Christopher Frederick | 30003 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $17.8M | 25 | 73.5% |
| #17 | Bruce OKronley | 30743 | CrossCountry Mortgage, LLC | 3029 | Southfield, MI | $17.5M | 23 | 54.8% |
| #18 | Angelo Kircos | 181801 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $17.2M | 31 | 75.6% |
| #19 | Marcello Castelvetere | 984442 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $17.2M | 27 | 67.5% |
| #20 | Brett Burns | 320423 | CrossCountry Mortgage, LLC | 3029 | Issaquah, WA | $16.7M | 30 | 61.2% |
| #21 | Patrick Connelly | 46975 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $15.8M | 23 | 60.5% |
| #22 | Jessica Duren | 709652 | CAPITOL BANK | 520881 | Madison, WI | $15.7M | 15 | 83.3% |
| #23 | David Eghbali | 450328 | Change Lending, LLC | 1839 | Anaheim, CA | $15.4M | 11 | 68.8% |
| #24 | Christine Patton | 516683 | Commerce Bank | 411948 | Lees Summit, MO | $15.1M | 13 | 65.0% |
| #25 | Christopher Cox | 520211 | First Savings Mortgage Corporation | 38694 | Washington, DC | $14.6M | 14 | 46.7% |
| #26 | Gary Gellman | 236581 | North First Mortgage Group, Inc. | 1844051 | San Martin, CA | $14.4M | 33 | 86.8% |
| #27 | Brian Minkow | 256638 | CMG Mortgage, Inc. | 1820 | Westlake Village, CA | $14.1M | 20 | 46.5% |
| #28 | Patricia Newby | 194741 | US Mortgage Corporation | 3901 | Frisco, TX | $13.7M | 30 | 76.9% |
| #29 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $13.7M | 40 | 28.0% |
| #30 | James Adamson | 455833 | Ameris Bank | 408099 | Eldersburg, MD | $13.6M | 39 | 70.9% |
| #31 | James Bolinger | 1572619 | SouthEast Bank | 537499 | Knoxville, TN | $13.5M | 14 | 87.5% |
| #32 | Nicholas Iannucci | 23370 | West Capital Lending, Inc. | 1566096 | Troy, MI | $13.4M | 15 | 62.5% |
| #33 | Tara Boven | 22201 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $12.5M | 14 | 53.8% |
| #34 | Sam Shabrang | 1087476 | Rocket Mortgage, LLC | 3030 | Lake Forest, CA | $11.9M | 22 | 62.9% |
| #35 | Bela Wilson | 1031336 | Citibank, NA | 412915 | Jersey City, NJ | $11.4M | 10 | 52.6% |
| #36 | Quine Morales | 206734 | Shield Home Loans Inc. | 2396589 | Irvine, CA | $10.7M | 29 | 29.9% |
| #37 | Sophep Fletcher | 438126 | Long Beach Firemen's Credit Union | 401263 | Long Beach, CA | $10.7M | 14 | 87.5% |
| #38 | Vincent Newsome | 713774 | National Mortgage Funding LLC | 1939208 | Troy, MI | $10.5M | 21 | 48.8% |
| #39 | Susan Haidar | 1018856 | The Huntington National Bank | 402436 | Dearborn, MI | $10.2M | 8 | 72.7% |
| #40 | Cindy Cleveland | 541218 | Citibank, NA | 412915 | Atlanta, GA | $10.2M | 5 | 31.3% |
| #41 | Petros Christophilis | 92866 | NFM Lending, LLC | 2893 | Lynnwood, WA | $10.1M | 10 | 76.9% |
| #42 | Teymur Mammadov | 805319 | Citibank, NA | 412915 | Los Angeles, CA | $10.1M | 14 | 53.8% |
| #43 | Brian Baumann | 22142 | Rocket Mortgage, LLC | 3030 | — | $10.0M | 17 | 51.5% |
| #44 | Chantel Olson | 1944328 | Peoples State Bank of Plainview | 649280 | Plainview, MN | $10.0M | 20 | 100.0% |
| #45 | ROBERT MINTY | 255741 | SAVERS HOME LOANS | 236336 | Laguna Hills, CA | $9.9M | 21 | 75.0% |
| #46 | Erin Black | 421755 | Movement Mortgage, LLC | 39179 | Ankeny, IA | $9.8M | 11 | 52.4% |
| #47 | Gregory Tanzer | 1016306 | Morgan Stanley Private Bank, National Association | 663185 | Middleton, MA | $9.7M | 6 | 50.0% |
| #48 | Trisha McConkey | 524254 | Regions Bank | 174490 | Clayton, MO | $9.7M | 8 | 72.7% |
| #49 | Nicole Van Gorder | 146220 | Rocket Mortgage, LLC | 3030 | — | $9.6M | 16 | 72.7% |
| #50 | Mona Sabek | 1662743 | Rocket Mortgage, LLC | 3030 | Detroit, MI | $9.6M | 14 | 48.3% |
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 — Nationwide (2023). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/national/top-retention-by-volume/2023
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