Retention champions in Oklahoma in 2023, 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 Leasa Dougherty (ALLEGIANCE FEDERAL CREDIT UNION, NMLS #488310), Jennifer Edwards (VISION BANK, NMLS #212425), and James Dorris (First United Bank and Trust Company, NMLS #469266).
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 | Leasa Dougherty | 488310 | ALLEGIANCE FEDERAL CREDIT UNION | 410417 | — | $3.0M | 18 | 72.0% |
| #2 | Jennifer Edwards | 212425 | VISION BANK | 402156 | Shawnee, OK | $5.6M | 17 | 50.0% |
| #3 | James Dorris | 469266 | First United Bank and Trust Company | 400025 | Owasso, OK | $4.9M | 15 | 55.6% |
| #4 | Derek Haffner | 1528578 | First United Bank and Trust Company | 400025 | Moore, OK | $2.6M | 14 | 34.1% |
| #5 | Angela Baughman-Miller | 1866815 | Flat Branch Mortgage, Inc. | 224149 | Edmond, OK | $2.7M | 13 | 56.5% |
| #5 | Thomas Rosser | 273804 | Gateway First Bank | 7233 | Edmond, OK | $4.5M | 13 | 54.2% |
| #7 | Jonathon Sneed | 871862 | VISION BANK | 402156 | Ada, OK | $2.2M | 12 | 80.0% |
| #7 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $3.7M | 12 | 48.0% |
| #7 | Cheryl Koontz | 462274 | First United Bank and Trust Company | 400025 | Norman, OK | $5.0M | 12 | 54.5% |
| #10 | Jason Karn | 469129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.2M | 11 | 47.8% |
| #10 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.1M | 11 | 45.8% |
| #10 | Michele Stanfill | 797366 | The Focus Federal Credit Union | 421531 | Oklahoma City, OK | $824K | 11 | 73.3% |
| #13 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.7M | 9 | 50.0% |
| #13 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $1.2M | 9 | 17.6% |
| #15 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 53.3% |
| #15 | Lee Ann Callicoat | 1631905 | VISION BANK | 402156 | Durant, OK | $2.1M | 8 | 66.7% |
| #15 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.4M | 8 | 32.0% |
| #18 | Donna McGuirk | 474178 | First United Bank and Trust Company | 400025 | Moore, OK | $1.1M | 7 | 53.8% |
| #18 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.2M | 7 | 53.8% |
| #18 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.1M | 7 | 41.2% |
| #18 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $520K | 7 | 70.0% |
| #18 | Alondra Velasco | 1671480 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | $1.4M | 7 | 58.3% |
| #18 | Timothy White | 291447 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | $1.5M | 7 | 50.0% |
| #24 | Walter Tucker | 492916 | GREAT PLAINS NATIONAL BANK | 458937 | Yukon, OK | $1.5M | 6 | 50.0% |
| #24 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $2.3M | 6 | 15.4% |
| #24 | Cody Jacobs | 310700 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.1M | 6 | 37.5% |
| #24 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $1.2M | 6 | 17.1% |
| #24 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $820K | 6 | 40.0% |
| #29 | Raymond Davidson | 1196874 | Champion Home Loans LLC | 2336571 | — | $255K | 5 | 26.3% |
| #29 | Ryan Dorman | 1661744 | First United Bank and Trust Company | 400025 | Moore, OK | $1.6M | 5 | 50.0% |
| #29 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $522K | 5 | 21.7% |
| #29 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $920K | 5 | 45.5% |
| #29 | Michael David | 1619714 | Waterstone Mortgage Corporation | 186434 | Tulsa, OK | $1.7M | 5 | 26.3% |
| #29 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $1.3M | 5 | 20.8% |
| #29 | Craig Benson | 1735605 | New American Funding, LLC | 6606 | Fort Gibson, OK | $674K | 5 | 45.5% |
| #29 | TYLER STROUD | 1394493 | Quail Creek Bank | 470269 | Oklahoma City, OK | $1.2M | 5 | 41.7% |
| #29 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $1.1M | 5 | 50.0% |
| #38 | Kendal Dexter | 308396 | Security Financial Mortgage LLC | 920974 | Oklahoma City, OK | $1.2M | 4 | 40.0% |
| #38 | Teresa Lyman | 404973 | F & M BANK | 401420 | Edmond, OK | $1.1M | 4 | 26.7% |
| #38 | Wilhelm Koenig | 187381 | Better Mortgage Corporation | 330511 | New York, NY | $1.4M | 4 | 26.7% |
| #38 | Cody Hardridge | 329626 | Better Mortgage Corporation | 330511 | New York, NY | $1.1M | 4 | 12.9% |
| #38 | Tyler VanBeber | 620922 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $653K | 4 | 30.8% |
| #38 | Staci Yates | 643525 | Navy Federal Credit Union | 399807 | Pensacola, FL | $1.1M | 4 | 40.0% |
| #38 | Matthew Brown | 908374 | Sovereign Bank | 486434 | Oklahoma City, OK | $1.2M | 4 | 25.0% |
| #38 | Amber King | 2162723 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $244K | 4 | 33.3% |
| #38 | Brian Taylor | 215464 | BOKF, National Association | 403501 | Tulsa, OK | $931K | 4 | 40.0% |
| #38 | LeAnna Eubanks | 469123 | First United Bank and Trust Company | 400025 | Ardmore, OK | $744K | 4 | 33.3% |
| #38 | Aimee Dauphin | 194640 | Gardner Financial Services, LTD. | 278675 | Mustang, OK | $704K | 4 | 17.4% |
| #49 | Ronda Smith | 478526 | InterLinc Mortgage Services, LLC | 205696 | Elk City, OK | $696K | 3 | 27.3% |
| #49 | Sky Bushyhead | 1481256 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $356K | 3 | 27.3% |
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 Loan Count — Oklahoma (2023). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2023
Powered by ChatMMI