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 October 12, 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 | $53.1M | 141 | 74.2% |
| #2 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $31.4M | 112 | 77.8% |
| #3 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $31.3M | 110 | 73.8% |
| #4 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $11.5M | 35 | 36.1% |
| #5 | Ryan Estes | 505435 | More Life Mortgage, LLC | 2748762 | — | $17.2M | 31 | 77.5% |
| #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 | Ashley McKenzie | 100776 | CrossCountry Mortgage, LLC | 3029 | Winston Salem, NC | $4.2M | 18 | 19.6% |
| #10 | Whitney Bulbrook | 48522 | Carolina Ventures Mortgage, LLC | 1032518 | Chapel Hill, NC | $5.9M | 18 | 62.1% |
| #10 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $6.1M | 18 | 23.7% |
| #10 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $7.4M | 18 | 29.0% |
| #10 | 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 | 41.0% |
| #18 | Michael Alberico | 938749 | Carolina Mortgage Advisors, LLC | 2600849 | Charlotte, NC | $4.4M | 15 | 33.3% |
| #18 | William Mullinix | 116279 | New American Funding, LLC | 6606 | Charlotte, NC | $9.0M | 15 | 34.1% |
| #18 | Roger Moore | 69364 | Loan Pronto, Inc. | 1661781 | Austin, TX | $6.2M | 15 | 50.0% |
| #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 | Nolan Link | 415512 | First National Bank of Pennsylvania | 766529 | Hillsborough, NC | $8.9M | 13 | 38.2% |
| #24 | Lorri Hoffman | 105066 | Movement Mortgage, LLC | 39179 | Cornelius, NC | $3.8M | 13 | 32.5% |
| #24 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $2.3M | 13 | 44.8% |
| #27 | JORDAN WARREN | 1560207 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $5.3M | 12 | 75.0% |
| #27 | Benjamin Lewis | 1770298 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $3.9M | 12 | 41.4% |
| #29 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $3.4M | 11 | 42.3% |
| #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 | Kimberly Winters | 643805 | CMG Mortgage, Inc. | 1820 | Asheville, NC | $4.3M | 11 | 25.0% |
| #29 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Wilmington, NC | $3.0M | 11 | 28.9% |
| #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 | Vicki Estes | 448094 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $1.7M | 10 | 41.7% |
| #34 | David Veach | 438110 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.3M | 10 | 71.4% |
| #34 | JANEEN GARNER | 682239 | State Employees' Credit Union | 430055 | Wilmington, NC | $2.0M | 10 | 58.8% |
| #34 | John Davis | 654671 | State Employees' Credit Union | 430055 | — | $2.2M | 10 | 66.7% |
| #34 | Simon Brais | 69837 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.6M | 10 | 28.6% |
| #34 | STEVEN ROYSTER | 654565 | State Employees' Credit Union | 430055 | Chapel Hill, NC | $3.6M | 10 | 90.9% |
| #34 | Timothy Delgado | 19655 | Mortgage Solutions of Colorado, LLC | 61602 | Greensboro, NC | $2.5M | 10 | 45.5% |
| #43 | DENISE STAMEY | 216277 | Champion Credit Union | 509237 | — | $1.6M | 9 | 52.9% |
| #43 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $2.6M | 9 | 33.3% |
| #43 | Robert Lawrence | 1174273 | State Employees' Credit Union | 430055 | Carrboro, NC | $2.7M | 9 | 56.3% |
| #43 | Matthew Valentine | 957068 | Republic State Mortgage Co. | 62411 | Raleigh, NC | $3.0M | 9 | 22.0% |
| #43 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $2.5M | 9 | 40.9% |
| #43 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.7M | 9 | 11.8% |
| #43 | Patrick Stoy | 39527 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $2.1M | 9 | 29.0% |
| #43 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $2.4M | 9 | 28.1% |
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 October 12, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2022
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