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 August 28, 2026, the top 3 include Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485895), Jacqueline Wampler (Primis Mortgage Company, NMLS #85964), and Daniel McCoy (Highlands Residential Mortgage, Ltd., NMLS #485898).
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 | $51.8M | 138 | 73.0% |
| #2 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $32.2M | 112 | 74.2% |
| #3 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $31.2M | 111 | 77.6% |
| #4 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $11.5M | 35 | 35.7% |
| #5 | Ryan Estes | 505435 | More Life Mortgage, LLC | 2748762 | — | $17.2M | 31 | 77.5% |
| #6 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $11.6M | 29 | 33.0% |
| #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 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $4.2M | 18 | 19.6% |
| #11 | Robert Oakes | 91606 | Corporate Investors Mortgage Group, Inc. | 39460 | Chapel Hill, NC | $7.4M | 18 | 29.0% |
| #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 | 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% |
| #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 | 42.9% |
| #29 | Eric Baldwin | 78944 | Alcova Mortgage LLC | 40508 | Greenville, NC | $2.2M | 11 | 50.0% |
| #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% |
| #29 | Robert Rawls | 108449 | Movement Mortgage, LLC | 39179 | Mooresville, NC | $5.1M | 11 | 52.4% |
| #29 | Troy Williamson | 117934 | Guaranteed Rate, Inc. | 2611 | Wilmington, NC | $3.0M | 11 | 28.9% |
| #34 | David Veach | 438110 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.3M | 10 | 71.4% |
| #34 | Simon Brais | 69837 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $3.6M | 10 | 28.6% |
| #34 | Timothy Delgado | 19655 | Mortgage Solutions of Colorado, LLC | 61602 | Greensboro, NC | $2.5M | 10 | 45.5% |
| #34 | Karen Cioce | 278913 | Champion Credit Union | 509237 | Canton, NC | $2.2M | 10 | 35.7% |
| #34 | Kelsey Owen | 1975282 | Loan Pronto, Inc. | 1661781 | Raleigh, NC | $2.9M | 10 | 62.5% |
| #34 | Vicki Estes | 448094 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $1.7M | 10 | 41.7% |
| #34 | STEVEN ROYSTER | 654565 | State Employees' Credit Union | 430055 | Chapel Hill, NC | $3.6M | 10 | 90.9% |
| #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% |
| #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% |
| #43 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $2.5M | 9 | 40.9% |
| #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 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.7M | 9 | 11.8% |
| #43 | Robert Lawrence | 1174273 | State Employees' Credit Union | 430055 | Carrboro, NC | $2.7M | 9 | 56.3% |
| #43 | Stacy Sharpe | 952951 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Hickory, NC | $2.0M | 9 | 45.0% |
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 — North Carolina (2022). Powered by MMI public record mortgage production data, accessed August 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2022
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