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 October 11, 2026, the top 3 include Leasa Dougherty (ALLEGIANCE FEDERAL CREDIT UNION, NMLS #488310), Jennifer Edwards (Arvest 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 | Arvest Bank | 403249 | Yukon, OK | $5.6M | 17 | 51.5% |
| #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 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $1.2M | 9 | 17.6% |
| #13 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.7M | 9 | 50.0% |
| #15 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.4M | 8 | 32.0% |
| #15 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.3M | 8 | 44.4% |
| #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% |
| #19 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $520K | 7 | 70.0% |
| #19 | Alondra Velasco | 1671480 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | $1.4M | 7 | 58.3% |
| #19 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.2M | 7 | 53.8% |
| #19 | Donna McGuirk | 474178 | First United Bank and Trust Company | 400025 | Moore, OK | $1.1M | 7 | 53.8% |
| #19 | Timothy White | 291447 | DHI MORTGAGE COMPANY, LTD. | 14622 | Edmond, OK | $1.5M | 7 | 50.0% |
| #24 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $2.3M | 6 | 15.4% |
| #24 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $1.2M | 6 | 17.1% |
| #24 | Cody Jacobs | 310700 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.1M | 6 | 37.5% |
| #24 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $820K | 6 | 40.0% |
| #24 | Walter Tucker | 492916 | GREAT PLAINS NATIONAL BANK | 458937 | Yukon, OK | $1.5M | 6 | 50.0% |
| #29 | Michael David | 1619714 | Waterstone Mortgage Corporation | 186434 | Tulsa, OK | $1.7M | 5 | 26.3% |
| #29 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $920K | 5 | 45.5% |
| #29 | Raymond Davidson | 1196874 | Champion Home Loans LLC | 2336571 | — | $255K | 5 | 26.3% |
| #29 | Gil McLaughlin | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $1.3M | 5 | 20.8% |
| #29 | TYLER STROUD | 1394493 | Quail Creek Bank | 470269 | Oklahoma City, OK | $1.2M | 5 | 41.7% |
| #29 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $522K | 5 | 21.7% |
| #29 | Craig Benson | 1735605 | New American Funding, LLC | 6606 | Fort Gibson, OK | $674K | 5 | 45.5% |
| #29 | Aimee Dauphin | 194640 | Gardner Financial Services, LTD. | 278675 | Mustang, OK | $1.2M | 5 | 20.8% |
| #29 | Ryan Dorman | 1661744 | First United Bank and Trust Company | 400025 | Moore, OK | $1.6M | 5 | 50.0% |
| #29 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $1.1M | 5 | 50.0% |
| #39 | Brian Taylor | 215464 | BOKF, National Association | 403501 | Tulsa, OK | $931K | 4 | 40.0% |
| #39 | Kendal Dexter | 308396 | Arvest Bank | 403249 | Oklahoma City, OK | $1.2M | 4 | 40.0% |
| #39 | Staci Yates | 643525 | Navy Federal Credit Union | 399807 | Pensacola, FL | $1.1M | 4 | 40.0% |
| #39 | Amber King | 2162723 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $244K | 4 | 33.3% |
| #39 | Matthew Brown | 908374 | Sovereign Bank | 486434 | Oklahoma City, OK | $1.2M | 4 | 25.0% |
| #39 | LeAnna Eubanks | 469123 | First United Bank and Trust Company | 400025 | Ardmore, OK | $744K | 4 | 33.3% |
| #39 | Tyler VanBeber | 620922 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $653K | 4 | 30.8% |
| #39 | Cody Hardridge | 329626 | Better Mortgage Corporation | 330511 | Oklahoma City, OK | $1.1M | 4 | 12.9% |
| #39 | Wilhelm Koenig | 187381 | Better Mortgage Corporation | 330511 | New York, NY | $1.4M | 4 | 26.7% |
| #39 | Bryan Carroll | 644054 | First United Bank and Trust Company | 400025 | Edmond, OK | $835K | 4 | 33.3% |
| #39 | Teresa Lyman | 404973 | F & M BANK | 401420 | Edmond, OK | $1.1M | 4 | 26.7% |
| #50 | Ronda Smith | 478526 | InterLinc Mortgage Services, LLC | 205696 | Elk City, OK | $696K | 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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2023
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