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 May 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 | $48.7M | 135 | 72.6% |
| #2 | Jacqueline Wampler | 85964 | Primis Mortgage Company | 1894879 | Wilmington, NC | $32.6M | 113 | 75.3% |
| #3 | Daniel McCoy | 485898 | Highlands Residential Mortgage, Ltd. | 134871 | Greensboro, NC | $31.5M | 112 | 77.8% |
| #4 | Matthew Fitzgerald | 84897 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $11.5M | 35 | 35.7% |
| #5 | Ryan Estes | 505435 | More Life Mortgage, LLC | 2748762 | Raleigh, NC | $17.2M | 31 | 77.5% |
| #6 | Justin Slack | 203603 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $11.6M | 29 | 34.1% |
| #7 | William Scott | 627727 | Corning Federal Credit Union | 418440 | Wilmington, NC | $9.3M | 25 | 89.3% |
| #8 | John Sorrell | 115673 | University Bank | 715685 | Charleston, SC | $8.4M | 20 | 51.3% |
| #9 | Adam Workman | 128183 | CrossCountry Mortgage, LLC | 3029 | Charlotte, NC | $6.6M | 19 | 25.0% |
| #9 | Daniel Davis | 115481 | Millerbros. Lending LLC | 2502146 | Cary, NC | $4.9M | 19 | 51.4% |
| #11 | BRIAN CROWDER | 511784 | PNC Bank, National Association | 446303 | Charlotte, NC | $18.6M | 18 | 72.0% |
| #11 | Ashley McKenzie | 100776 | Highlands Residential Mortgage, Ltd. | 134871 | Winston Salem, NC | $4.2M | 18 | 19.6% |
| #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% |
| #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% |
| #17 | Amy Bonis | 106455 | GoPrime Mortgage, Inc. | 69551 | Wake Forest, NC | $3.8M | 15 | 42.9% |
| #17 | William Mullinix | 116279 | Atlantic Bay Mortgage Group, L.L.C. | 72043 | Charlotte, NC | $9.0M | 15 | 34.1% |
| #17 | Roger Moore | 69364 | Loan Pronto, Inc. | 1661781 | Austin, TX | $6.2M | 15 | 50.0% |
| #20 | Dana Meadows | 70961 | Movement Mortgage, LLC | 39179 | Myrtle Beach, SC | $3.4M | 14 | 18.4% |
| #20 | Kathryn Sozzi | 145185 | First National Bank of Pennsylvania | 766529 | Charlotte, NC | $11.6M | 14 | 43.8% |
| #20 | Vance Hagan | 1509747 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $4.6M | 14 | 53.8% |
| #23 | Michael Alberico | 938749 | Carolina Mortgage Advisors, LLC | 2600849 | Charlotte, NC | $3.7M | 13 | 32.5% |
| #23 | Nolan Link | 415512 | First National Bank of Pennsylvania | 766529 | Hillsborough, NC | $8.9M | 13 | 38.2% |
| #23 | Lorri Hoffman | 105066 | Movement Mortgage, LLC | 39179 | Cornelius, NC | $3.8M | 13 | 33.3% |
| #26 | Benjamin Lewis | 1770298 | Loan Pronto, Inc. | 1661781 | Charlotte, NC | $3.9M | 12 | 44.4% |
| #26 | JORDAN WARREN | 1560207 | Intercoastal Mortgage, LLC | 56323 | Wilmington, NC | $5.3M | 12 | 80.0% |
| #26 | Sherry Trimnal | 405966 | Sharonview Federal Credit Union | 419727 | Salisbury, NC | $2.2M | 12 | 42.9% |
| #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 | Barbara Multari | 195561 | Pathway Mortgage Group, Inc. | 1819864 | Cary, NC | $3.4M | 11 | 44.0% |
| #29 | Troy Williamson | 117934 | Cornerstone Capital Bank, SSB | 2258 | Wilmington, NC | $3.0M | 11 | 28.9% |
| #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 | 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 | 27.8% |
| #34 | Karen Cioce | 278913 | Champion Credit Union | 509237 | Canton, NC | $2.2M | 10 | 35.7% |
| #41 | Lance Johnson | 93035 | Regions Bank | 174490 | Charlotte, NC | $5.0M | 9 | 37.5% |
| #41 | Timothy Delgado | 19655 | Mortgage Solutions of Colorado, LLC | 61602 | Greensboro, NC | $2.1M | 9 | 42.9% |
| #41 | Heidi Fitzgerald-Bailey | 90051 | Highlands Residential Mortgage, Ltd. | 134871 | Hendersonville, NC | $2.5M | 9 | 40.9% |
| #41 | Alvin Jabboury | 1190987 | eMortgage Funding LLC | 1059364 | Troy, MI | $2.6M | 9 | 33.3% |
| #41 | Richard Wolf | 1375500 | Primis Mortgage Company | 1894879 | Wilmington, NC | $2.4M | 9 | 28.1% |
| #41 | John Davis | 654671 | State Employees' Credit Union | 430055 | — | $2.1M | 9 | 64.3% |
| #41 | Robert Lawrence | 1174273 | State Employees' Credit Union | 430055 | Carrboro, NC | $2.7M | 9 | 56.3% |
| #41 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.7M | 9 | 12.0% |
| #41 | Patrick Stoy | 39527 | CrossCountry Mortgage, LLC | 3029 | Wilmington, NC | $2.1M | 9 | 30.0% |
| #50 | Raymond Shanahan | 117982 | Mutual of Omaha Mortgage, Inc. | 1025894 | Charlotte, NC | $4.2M | 8 | 18.2% |
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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/north-carolina/top-retention-by-units/2022
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