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 October 11, 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 | David Dustmann | 1470605 | Mortgage Solutions of Colorado, LLC | 61602 | Edmond, OK | $3.4M | 14 | 66.7% |
| #5 | Angela Baughman-Miller | 1866815 | Flat Branch Mortgage, Inc. | 224149 | Edmond, OK | $4.1M | 14 | 42.4% |
| #7 | James Dorris | 469266 | First United Bank and Trust Company | 400025 | Owasso, OK | $4.0M | 13 | 46.4% |
| #7 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.7M | 13 | 68.4% |
| #9 | Jennifer Edwards | 212425 | Arvest Bank | 403249 | Yukon, OK | $3.7M | 12 | 63.2% |
| #9 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $2.5M | 12 | 27.3% |
| #11 | Lee Ann Callicoat | 1631905 | VISION BANK | 402156 | Durant, OK | $5.6M | 11 | 84.6% |
| #12 | Jeffrey Moser | 453957 | Firstar Bank | 458906 | Bixby, OK | $3.0M | 10 | 62.5% |
| #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 | Derek Haffner | 1528578 | First United Bank and Trust Company | 400025 | Moore, OK | $2.0M | 10 | 14.7% |
| #12 | Michele Stanfill | 797366 | The Focus Federal Credit Union | 421531 | Oklahoma City, OK | $797K | 10 | 66.7% |
| #12 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $2.7M | 10 | 22.2% |
| #12 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $1.6M | 10 | 47.6% |
| #19 | Lindsey James | 1374324 | Mortgage Research Center, LLC | 1907 | Yukon, OK | $2.6M | 9 | 34.6% |
| #20 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $3.7M | 8 | 17.0% |
| #20 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $2.4M | 8 | 44.4% |
| #20 | Lindsey Strickland | 1439086 | First United Bank and Trust Company | 400025 | Moore, OK | $2.1M | 8 | 80.0% |
| #20 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $1.1M | 8 | 57.1% |
| #20 | Jordan Dawson | 1971538 | MortgageOne, Inc. | 898812 | Franklin, TN | $1.7M | 8 | 72.7% |
| #20 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.8M | 8 | 24.2% |
| #20 | Bret Close | 792070 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $3.2M | 8 | 38.1% |
| #20 | Clint Simonton | 492196 | FIRST NATIONAL BANK OF LINDSAY, THE | 1442093 | — | $1.8M | 8 | 80.0% |
| #20 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 42.1% |
| #29 | Billy Jones | 1599020 | Mortgage Research Center, LLC | 1907 | Lenexa, KS | $1.8M | 7 | 70.0% |
| #29 | Nicholas Utesch | 216693 | Progressive Financial Services Corp | 214427 | Oklahoma City, OK | $1.5M | 7 | 19.4% |
| #29 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $330K | 7 | 35.0% |
| #29 | SHIRLEY HILTON-FLANARY | 704034 | Local Bank | 411246 | Muskogee, OK | $1.4M | 7 | 25.0% |
| #29 | Deborah Robinson | 782129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.5M | 7 | 46.7% |
| #29 | KELLY MARCHANT | 840952 | Arvest Bank | 403249 | McAlester, OK | $886K | 7 | 43.8% |
| #29 | Gil McLaughlin | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $2.0M | 7 | 26.9% |
| #29 | Ty Wenthold | 301714 | First United Bank and Trust Company | 400025 | Moore, OK | $3.6M | 7 | 58.3% |
| #37 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $394K | 6 | 18.8% |
| #37 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.4M | 6 | 42.9% |
| #37 | Jennifer Freet | 564567 | Arvest Bank | 403249 | Tulsa, OK | $2.4M | 6 | 50.0% |
| #37 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 22.2% |
| #37 | Canda White | 469222 | First United Bank and Trust Company | 400025 | Shawnee, OK | $702K | 6 | 28.6% |
| #37 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $466K | 6 | 27.3% |
| #37 | Jeffrey Leek | 303051 | Mortgage Solutions of Colorado, LLC | 61602 | Colorado Springs, CO | $1.7M | 6 | 60.0% |
| #37 | Sarah Johnson | 894801 | TTCU Federal Credit Union | 401680 | Claremore, OK | $821K | 6 | 42.9% |
| #37 | Kelly Sutton | 677651 | Regent Bank | 464417 | Nowata, OK | $350K | 6 | 42.9% |
| #37 | Yahaira Velasco | 1226823 | Associated Mortgage Corporation | 182383 | Oklahoma City, OK | $1.1M | 6 | 46.2% |
| #37 | Jason Houtman | 196186 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.6M | 6 | 24.0% |
| #37 | Gretchen Casto | 492250 | BOKF, National Association | 403501 | Tulsa, OK | $1.0M | 6 | 54.5% |
| #37 | Shelby Weston | 226832 | MLD Mortgage Inc. | 1019 | Oklahoma City, OK | $1.8M | 6 | 9.1% |
| #37 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.5M | 6 | 40.0% |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2024
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