Retention champions in North Carolina in 2022, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of July 13, 2026, the top 3 include Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485895), Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485898), and Jacqueline Wampler (Primis Mortgage Company, NMLS #85964).
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 | Daniel McCoy | 485895 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $51.6M | 137 | 72.5% |
| #2 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $32.2M | 113 | 77.9% |
| #3 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $32.2M | 112 | 74.2% |
| #4 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $11.7M | 36 | 36.4% |
| #5 | Ryan Estes | 505435 | More Life Mortgage, LLC | 2748762 | Raleigh, NC | $17.9M | 32 | 78.0% |
| #6 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $11.9M | 30 | 34.1% |
| #7 | William Scott | 627727 | Corning Federal Credit Union | 418440 | Wilmington, NC | $9.3M | 25 | 89.3% |
| #8 | John Sorrell | 115673 | American Neighborhood Mortgage Acceptance Company LLC | 338923 | North Myrtle Beach, SC | $8.4M | 20 | 51.3% |
| #8 | Daniel Davis | 115481 | Millerbros. Lending LLC | 2502146 | Cary, NC | $5.2M | 20 | 51.3% |
| #10 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $6.6M | 19 | 24.7% |
| #11 | Whitney Bulbrook | 48522 | Carolina Ventures Mortgage, LLC | 1032518 | Chapel Hill, NC | $5.9M | 18 | 62.1% |
| #11 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $7.4M | 18 | 29.0% |
| #11 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $4.2M | 18 | 19.6% |
| #11 | BRIAN CROWDER | 511784 | PNC Bank, National Association | 446303 | Charlotte, NC | $18.6M | 18 | 72.0% |
| #15 | STEPHEN KNORR | 79352 | Alcova Mortgage LLC | 40508 | Mount Pleasant, NC | $3.2M | 17 | 41.5% |
| #16 | Tracy Rich | 70494 | Union Home Mortgage Corp. | 2229 | High Point, NC | $3.7M | 16 | 51.6% |
| #16 | Amy Bonis | 106455 | GoPrime Mortgage, Inc. | 69551 | Wake Forest, NC | $4.0M | 16 | 42.1% |
| #18 | Roger Moore | 69364 | Loan Pronto, Inc. | 1661781 | Austin, TX | $6.2M | 15 | 50.0% |
| #18 | Michael Alberico | 938749 | Carolina Mortgage Advisors, LLC | 2600849 | Charlotte, NC | $4.4M | 15 | 33.3% |
| #18 | William Mullinix | 116279 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Charlotte, NC | $9.0M | 15 | 34.1% |
| #21 | Vance Hagan | 1509747 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $4.6M | 14 | 53.8% |
| #21 | Kathryn Sozzi | 145185 | SouthState Bank, N.A. | 403455 | Charlotte, NC | $11.6M | 14 | 43.8% |
| #21 | Dana Meadows | 70961 | Movement Mortgage, LLC | 39179 | Myrtle Beach, SC | $3.4M | 14 | 18.7% |
| #24 | Lorri Hoffman | 105066 | Movement Mortgage, LLC | 39179 | Cornelius, NC | $3.8M | 13 | 32.5% |
| #24 | Nolan Link | 415512 | First National Bank of Pennsylvania | 766529 | Hillsborough, NC | $8.9M | 13 | 38.2% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $2.2M | 12 | 41.4% |
| #26 | Benjamin Lewis | 1770298 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $3.9M | 12 | 42.9% |
| #26 | JORDAN WARREN | 1560207 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $5.3M | 12 | 75.0% |
| #29 | Eric Baldwin | 78944 | Alcova Mortgage LLC | 40508 | Greenville, NC | $2.2M | 11 | 50.0% |
| #29 | Robert Rawls | 108449 | Movement Mortgage, LLC | 39179 | Mooresville, NC | $5.1M | 11 | 52.4% |
| #29 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Chicago, IL | $3.0M | 11 | 28.9% |
| #29 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $4.3M | 11 | 25.0% |
| #29 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $3.4M | 11 | 42.3% |
| #34 | JANEEN GARNER | 682239 | State Employees' Credit Union | 430055 | Wilmington, NC | $2.0M | 10 | 58.8% |
| #34 | STEVEN ROYSTER | 654565 | State Employees' Credit Union | 430055 | Chapel Hill, NC | $3.6M | 10 | 90.9% |
| #34 | Vicki Estes | 448094 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $1.7M | 10 | 41.7% |
| #34 | Kelsey Owen | 1975282 | Loan Pronto, Inc. | 1661781 | Raleigh, NC | $2.9M | 10 | 62.5% |
| #34 | Karen Cioce | 278913 | Champion Credit Union | 509237 | Canton, NC | $2.2M | 10 | 35.7% |
| #34 | Timothy Delgado | 19655 | Mortgage Solutions of Colorado, LLC | 61602 | Greensboro, NC | $2.5M | 10 | 45.5% |
| #34 | Simon Brais | 69837 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.6M | 10 | 27.8% |
| #34 | David Veach | 438110 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.3M | 10 | 71.4% |
| #34 | DENISE STAMEY | 216277 | Champion Credit Union | 509237 | — | $1.7M | 10 | 52.6% |
| #34 | John Davis | 654671 | State Employees' Credit Union | 430055 | — | $2.2M | 10 | 66.7% |
| #34 | Patrick Stoy | 39527 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $2.2M | 10 | 31.3% |
| #45 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $2.6M | 9 | 33.3% |
| #45 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $2.4M | 9 | 28.1% |
| #45 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $2.5M | 9 | 40.9% |
| #45 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.7M | 9 | 11.8% |
| #45 | Robert Lawrence | 1174273 | State Employees' Credit Union | 430055 | Carrboro, NC | $2.7M | 9 | 56.3% |
| #50 | Benjamin Larrick | 69385 | Premier Mortgage Resources, L.L.C. | 1169 | Charlotte, NC | $2.1M | 8 | 42.1% |
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 — North Carolina (2022). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2022
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