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 August 27, 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 | 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% |
| #7 | Jonathon Sneed | 871862 | VISION BANK | 402156 | Ada, OK | $2.2M | 12 | 80.0% |
| #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% |
| #10 | Jason Karn | 469129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.2M | 11 | 47.8% |
| #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 | 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% |
| #15 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 53.3% |
| #18 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.2M | 7 | 53.8% |
| #18 | Donna McGuirk | 474178 | First United Bank and Trust Company | 400025 | Moore, OK | $1.1M | 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 | 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 | Walter Tucker | 492916 | GREAT PLAINS NATIONAL BANK | 458937 | Yukon, OK | $1.5M | 6 | 50.0% |
| #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 | Michael David | 1619714 | Waterstone Mortgage Corporation | 186434 | Tulsa, OK | $1.7M | 5 | 26.3% |
| #29 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $1.1M | 5 | 50.0% |
| #29 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $920K | 5 | 45.5% |
| #29 | Craig Benson | 1735605 | New American Funding, LLC | 6606 | Fort Gibson, OK | $674K | 5 | 45.5% |
| #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 | 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% |
| #38 | Bryan Carroll | 644054 | First United Bank and Trust Company | 400025 | Edmond, OK | $835K | 4 | 33.3% |
| #38 | Wilhelm Koenig | 187381 | Better Mortgage Corporation | 330511 | New York, NY | $1.4M | 4 | 26.7% |
| #38 | Staci Yates | 643525 | Navy Federal Credit Union | 399807 | Pensacola, FL | $1.1M | 4 | 40.0% |
| #38 | Kendal Dexter | 308396 | Security Financial Mortgage LLC | 920974 | Oklahoma City, OK | $1.2M | 4 | 40.0% |
| #38 | Tyler VanBeber | 620922 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $653K | 4 | 30.8% |
| #38 | Teresa Lyman | 404973 | F & M BANK | 401420 | Edmond, OK | $1.1M | 4 | 26.7% |
| #38 | LeAnna Eubanks | 469123 | First United Bank and Trust Company | 400025 | Ardmore, OK | $744K | 4 | 33.3% |
| #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 | Cody Hardridge | 329626 | Better Mortgage Corporation | 330511 | Oklahoma City, OK | $1.1M | 4 | 12.9% |
| #38 | Brian Taylor | 215464 | BOKF, National Association | 403501 | Tulsa, OK | $931K | 4 | 40.0% |
| #38 | Aimee Dauphin | 194640 | Gardner Financial Services, LTD. | 278675 | Mustang, OK | $704K | 4 | 17.4% |
| #50 | Kimberly Altier | 217984 | American Pacific Mortgage Corporation | 1850 | Tulsa, OK | $626K | 3 | 23.1% |
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 — Oklahoma (2023). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2023
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