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 August 27, 2026, the top 3 include Leasa Dougherty (ALLEGIANCE FEDERAL CREDIT UNION, NMLS #488310), Mitchell Aldridge (First United Bank and Trust Company, NMLS #1741291), and Stephen Daniels (GREAT PLAINS NATIONAL BANK, NMLS #214032).
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 | Stephen Daniels | 214032 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $5.9M | 15 | 35.7% |
| #3 | Thomas Rosser | 273804 | Gateway First Bank | 7233 | Edmond, OK | $5.6M | 15 | 51.7% |
| #5 | Angela Baughman-Miller | 1866815 | Flat Branch Mortgage, Inc. | 224149 | Edmond, OK | $4.1M | 14 | 42.4% |
| #5 | David Dustmann | 1470605 | Mortgage Solutions of Colorado, LLC | 61602 | Edmond, OK | $3.4M | 14 | 66.7% |
| #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 | 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 | 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% |
| #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 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $2.7M | 10 | 22.7% |
| #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 | Lindsey Strickland | 1439086 | First United Bank and Trust Company | 400025 | Moore, OK | $2.1M | 8 | 80.0% |
| #20 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.8M | 8 | 24.2% |
| #20 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $1.1M | 8 | 57.1% |
| #20 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $3.7M | 8 | 17.0% |
| #20 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 42.1% |
| #20 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $2.4M | 8 | 44.4% |
| #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 | Jordan Dawson | 1971538 | MortgageOne, Inc. | 898812 | Franklin, TN | $1.7M | 8 | 72.7% |
| #29 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $2.0M | 7 | 28.0% |
| #29 | Ty Wenthold | 301714 | First United Bank and Trust Company | 400025 | Moore, OK | $3.6M | 7 | 58.3% |
| #29 | Billy Jones | 1599020 | Mortgage Research Center, LLC | 1907 | Lenexa, KS | $1.8M | 7 | 70.0% |
| #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 | 46.7% |
| #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 | Nicholas Utesch | 216693 | Progressive Financial Services Corp | 214427 | Oklahoma City, OK | $1.5M | 7 | 19.4% |
| #37 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.5M | 6 | 40.0% |
| #37 | Jeffrey Leek | 303051 | Geneva Financial, LLC | 42056 | Broken Arrow, OK | $1.7M | 6 | 60.0% |
| #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 | Canda White | 469222 | First United Bank and Trust Company | 400025 | Shawnee, OK | $702K | 6 | 28.6% |
| #37 | Shelby Weston | 226832 | MLD Mortgage Inc. | 1019 | Oklahoma City, OK | $1.8M | 6 | 9.1% |
| #37 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.4M | 6 | 42.9% |
| #37 | Joe Morgan | 912647 | FIRST NATIONAL BANK AND TRUST COMPANY OF MIAMI, THE | 761662 | Miami, OK | $1.3M | 6 | 60.0% |
| #37 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $394K | 6 | 18.8% |
| #37 | Yahaira Velasco | 1226823 | Associated Mortgage Corporation | 182383 | Oklahoma City, OK | $1.1M | 6 | 46.2% |
| #37 | Kelly Sutton | 677651 | Regent Bank | 464417 | Nowata, OK | $350K | 6 | 42.9% |
| #37 | Sarah Johnson | 894801 | TTCU Federal Credit Union | 401680 | Claremore, OK | $821K | 6 | 42.9% |
| #37 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 22.2% |
| #37 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $466K | 6 | 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 (2024). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2024
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