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 May 28, 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 | 51.5% |
| #3 | James Dorris | 469266 | First United Bank and Trust Company | 400025 | Owasso, OK | $4.9M | 15 | 57.7% |
| #4 | Derek Haffner | 1528578 | First United Bank and Trust Company | 400025 | Moore, OK | $2.6M | 14 | 34.1% |
| #5 | Thomas Rosser | 273804 | Gateway First Bank | 7233 | Edmond, OK | $4.5M | 13 | 54.2% |
| #5 | Angela Baughman-Miller | 1866815 | Flat Branch Mortgage, Inc. | 224149 | Edmond, OK | $2.7M | 13 | 56.5% |
| #7 | Cheryl Koontz | 462274 | First United Bank and Trust Company | 400025 | Norman, OK | $5.0M | 12 | 54.5% |
| #7 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $3.7M | 12 | 48.0% |
| #9 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.1M | 11 | 45.8% |
| #9 | Jason Karn | 469129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.2M | 11 | 47.8% |
| #9 | Michele Stanfill | 797366 | The Focus Federal Credit Union | 421531 | Oklahoma City, OK | $824K | 11 | 73.3% |
| #12 | Jonathon Sneed | 871862 | VISION BANK | 402156 | Ada, OK | $2.0M | 10 | 76.9% |
| #13 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $1.2M | 9 | 17.6% |
| #14 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.4M | 8 | 47.1% |
| #14 | Lee Ann Callicoat | 1631905 | VISION BANK | 402156 | Durant, OK | $2.1M | 8 | 66.7% |
| #14 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.4M | 8 | 32.0% |
| #14 | 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 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.1M | 7 | 41.2% |
| #18 | Timothy White | 291447 | Lennar Mortgage, LLC | 1058 | Oklahoma City, OK | $1.5M | 7 | 50.0% |
| #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 | Donna McGuirk | 474178 | First United Bank and Trust Company | 400025 | Moore, OK | $1.1M | 7 | 53.8% |
| #24 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $820K | 6 | 40.0% |
| #24 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $1.2M | 6 | 18.2% |
| #24 | Cody Jacobs | 310700 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.1M | 6 | 37.5% |
| #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% |
| #29 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $1.3M | 5 | 21.7% |
| #29 | Raymond Davidson | 1196874 | Champion Home Loans LLC | 2336571 | — | $255K | 5 | 26.3% |
| #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 | Aimee Dauphin | 194640 | Gardner Financial Services, LTD. | 278675 | Mustang, OK | $1.2M | 5 | 20.8% |
| #29 | TYLER STROUD | 1394493 | Quail Creek Bank | 470269 | Oklahoma City, OK | $1.2M | 5 | 41.7% |
| #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 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $1.1M | 5 | 50.0% |
| #29 | Michael David | 1619714 | Waterstone Mortgage Corporation | 186434 | Tulsa, OK | $1.7M | 5 | 26.3% |
| #39 | Brian Taylor | 215464 | BOKF, National Association | 403501 | Tulsa, OK | $931K | 4 | 40.0% |
| #39 | LeAnna Eubanks | 469123 | First United Bank and Trust Company | 400025 | Ardmore, OK | $744K | 4 | 33.3% |
| #39 | Cody Hardridge | 329626 | Better Mortgage Corporation | 330511 | New York, NY | $1.1M | 4 | 12.9% |
| #39 | Wilhelm Koenig | 187381 | Better Mortgage Corporation | 330511 | New York, NY | $1.4M | 4 | 26.7% |
| #39 | Teresa Lyman | 404973 | F & M BANK | 401420 | Edmond, OK | $1.1M | 4 | 28.6% |
| #39 | Matthew Brown | 908374 | Sovereign Bank | 486434 | Oklahoma City, OK | $1.2M | 4 | 25.0% |
| #39 | Staci Yates | 643525 | Navy Federal Credit Union | 399807 | Pensacola, FL | $1.1M | 4 | 40.0% |
| #39 | Tyler VanBeber | 620922 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $653K | 4 | 33.3% |
| #39 | Bryan Carroll | 644054 | First United Bank and Trust Company | 400025 | Edmond, OK | $835K | 4 | 33.3% |
| #39 | Amber King | 2162723 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $244K | 4 | 33.3% |
| #49 | Julie Bilderback | 451630 | Associated Mortgage Corporation | 182383 | Oklahoma City, OK | $775K | 3 | 27.3% |
| #49 | Wiliams Julio Gomez | 1417856 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $480K | 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 May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2023
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