Retention champions in Oklahoma in 2024, 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), Mitchell Aldridge (First United Bank and Trust Company, NMLS #1741291), and Thomas Rosser (Gateway First Bank, NMLS #273804).
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 | 24 | 70.6% |
| #2 | Mitchell Aldridge | 1741291 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $8.4M | 22 | 88.0% |
| #3 | Thomas Rosser | 273804 | Gateway First Bank | 7233 | Edmond, OK | $5.6M | 15 | 51.7% |
| #3 | Stephen Daniels | 214032 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $5.9M | 15 | 35.7% |
| #5 | Angela Baughman-Miller | 1866815 | Flat Branch Mortgage, Inc. | 224149 | Edmond, OK | $4.1M | 14 | 42.4% |
| #6 | David Dustmann | 1470605 | Mortgage Solutions of Colorado, LLC | 61602 | Edmond, OK | $3.2M | 13 | 65.0% |
| #6 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.7M | 13 | 68.4% |
| #6 | James Dorris | 469266 | First United Bank and Trust Company | 400025 | Owasso, OK | $4.0M | 13 | 46.4% |
| #9 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $2.5M | 12 | 27.3% |
| #9 | Jennifer Edwards | 212425 | VISION BANK | 402156 | Shawnee, OK | $3.7M | 12 | 63.2% |
| #11 | Lee Ann Callicoat | 1631905 | VISION BANK | 402156 | Durant, OK | $5.6M | 11 | 84.6% |
| #12 | Ambra Richardson | 564603 | Arvest Bank | 403249 | Owasso, OK | $2.7M | 10 | 41.7% |
| #12 | DeAnna Dunlap | 1988027 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $624K | 10 | 50.0% |
| #12 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $1.6M | 10 | 47.6% |
| #12 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $2.7M | 10 | 24.4% |
| #12 | Michele Stanfill | 797366 | The Focus Federal Credit Union | 421531 | Oklahoma City, OK | $797K | 10 | 66.7% |
| #12 | Jeffrey Moser | 453957 | Firstar Bank | 458906 | Bixby, OK | $3.0M | 10 | 62.5% |
| #18 | Derek Haffner | 1528578 | First United Bank and Trust Company | 400025 | Moore, OK | $1.9M | 9 | 13.6% |
| #18 | Lindsey James | 1374324 | Mortgage Research Center, LLC | 1907 | Yukon, OK | $2.6M | 9 | 34.6% |
| #18 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $2.6M | 9 | 47.4% |
| #21 | Bret Close | 792070 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $3.2M | 8 | 40.0% |
| #21 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 42.1% |
| #21 | Clint Simonton | 492196 | FIRST NATIONAL BANK OF LINDSAY, THE | 1442093 | — | $1.8M | 8 | 80.0% |
| #21 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $1.1M | 8 | 57.1% |
| #21 | Lindsey Strickland | 1439086 | First United Bank and Trust Company | 400025 | Moore, OK | $2.1M | 8 | 80.0% |
| #21 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.8M | 8 | 25.8% |
| #21 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $3.7M | 8 | 17.4% |
| #28 | Nicholas Utesch | 216693 | Progressive Financial Services Corp | 214427 | Oklahoma City, OK | $1.5M | 7 | 19.4% |
| #28 | Jordan Dawson | 1971538 | MortgageOne, Inc. | 898812 | Franklin, TN | $1.5M | 7 | 70.0% |
| #28 | SHIRLEY HILTON-FLANARY | 704034 | Local Bank | 411246 | Muskogee, OK | $1.4M | 7 | 25.0% |
| #28 | Deborah Robinson | 782129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.5M | 7 | 50.0% |
| #28 | Ty Wenthold | 301714 | First United Bank and Trust Company | 400025 | Moore, OK | $3.6M | 7 | 58.3% |
| #28 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $330K | 7 | 35.0% |
| #28 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $2.0M | 7 | 26.9% |
| #28 | Billy Jones | 1599020 | Mortgage Research Center, LLC | 1907 | Lenexa, KS | $1.8M | 7 | 70.0% |
| #36 | Jeffrey Leek | 303051 | Geneva Financial, LLC | 42056 | Broken Arrow, OK | $1.7M | 6 | 60.0% |
| #36 | Evin Young | 1179336 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 37.5% |
| #36 | Jason Houtman | 196186 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.6M | 6 | 25.0% |
| #36 | Shelby Weston | 226832 | MLD Mortgage Inc. | 1019 | Oklahoma City, OK | $1.8M | 6 | 9.1% |
| #36 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 24.0% |
| #36 | Yahaira Velasco | 1226823 | Associated Mortgage Corporation | 182383 | Oklahoma City, OK | $1.1M | 6 | 46.2% |
| #36 | Gretchen Casto | 492250 | BOKF, National Association | 403501 | Tulsa, OK | $1.0M | 6 | 54.5% |
| #36 | Joe Morgan | 912647 | FIRST NATIONAL BANK AND TRUST COMPANY OF MIAMI, THE | 761662 | Miami, OK | $1.3M | 6 | 60.0% |
| #36 | Canda White | 469222 | First United Bank and Trust Company | 400025 | Shawnee, OK | $702K | 6 | 28.6% |
| #36 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.5M | 6 | 42.9% |
| #36 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $394K | 6 | 18.8% |
| #36 | Kelly Sutton | 677651 | Regent Bank | 464417 | Nowata, OK | $350K | 6 | 42.9% |
| #36 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $466K | 6 | 27.3% |
| #36 | Sarah Johnson | 894801 | TTCU Federal Credit Union | 401680 | Claremore, OK | $821K | 6 | 42.9% |
| #36 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.4M | 6 | 42.9% |
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 (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2024
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