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 July 13, 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% |
| #6 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.7M | 13 | 65.0% |
| #6 | David Dustmann | 1470605 | Mortgage Solutions of Colorado, LLC | 61602 | Edmond, OK | $3.2M | 13 | 65.0% |
| #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 | 40.0% |
| #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 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $2.7M | 10 | 22.2% |
| #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 | 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 | BRANDON TILLEY | 775829 | VISION BANK | 402156 | Ada, OK | $2.4M | 8 | 44.4% |
| #20 | Gregory Heckenkemper | 1184605 | TTCU Federal Credit Union | 401680 | Tulsa, OK | $1.2M | 8 | 42.1% |
| #20 | Bret Close | 792070 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $3.2M | 8 | 38.1% |
| #20 | Brent McGinnis | 1710971 | Oklahoma's Federal Credit Union | 729556 | Oklahoma City, OK | $1.1M | 8 | 57.1% |
| #20 | Clint Simonton | 492196 | FIRST NATIONAL BANK OF LINDSAY, THE | 1442093 | — | $1.8M | 8 | 80.0% |
| #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 | 25.0% |
| #20 | Jordan Dawson | 1971538 | MortgageOne, Inc. | 898812 | Franklin, TN | $1.7M | 8 | 72.7% |
| #20 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $3.7M | 8 | 17.0% |
| #29 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $2.0M | 7 | 26.9% |
| #29 | Nicholas Utesch | 216693 | Progressive Financial Services Corp | 214427 | Oklahoma City, OK | $1.5M | 7 | 19.4% |
| #29 | Billy Jones | 1599020 | Mortgage Research Center, LLC | 1907 | Lenexa, KS | $1.8M | 7 | 70.0% |
| #29 | Ty Wenthold | 301714 | First United Bank and Trust Company | 400025 | Moore, OK | $3.6M | 7 | 58.3% |
| #29 | SHIRLEY HILTON-FLANARY | 704034 | Local Bank | 411246 | Muskogee, OK | $1.4M | 7 | 25.0% |
| #29 | Karla Keith | 445734 | WEOKIE Federal Credit Union | 442689 | Moore, OK | $330K | 7 | 35.0% |
| #29 | Deborah Robinson | 782129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.5M | 7 | 46.7% |
| #36 | KELLY MARCHANT | 840952 | Arvest Bank | 403249 | McAlester, OK | $760K | 6 | 42.9% |
| #36 | Sarah Johnson | 894801 | TTCU Federal Credit Union | 401680 | Claremore, OK | $821K | 6 | 42.9% |
| #36 | Sydney Baker | 633713 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $394K | 6 | 18.8% |
| #36 | Gretchen Casto | 492250 | BOKF, National Association | 403501 | Tulsa, OK | $1.0M | 6 | 54.5% |
| #36 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 22.2% |
| #36 | Kelly Sutton | 677651 | Regent Bank | 464417 | Nowata, OK | $350K | 6 | 42.9% |
| #36 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.4M | 6 | 42.9% |
| #36 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.5M | 6 | 40.0% |
| #36 | Jeffrey Leek | 303051 | Geneva Financial, LLC | 42056 | Broken Arrow, OK | $1.7M | 6 | 60.0% |
| #36 | Canda White | 469222 | First United Bank and Trust Company | 400025 | Shawnee, OK | $702K | 6 | 28.6% |
| #36 | Shelby Weston | 226832 | MLD Mortgage Inc. | 1019 | Oklahoma City, OK | $1.8M | 6 | 9.1% |
| #36 | Kim Chung | 874442 | Tinker Federal Credit Union | 490973 | Oklahoma City, OK | $466K | 6 | 27.3% |
| #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 | 24.0% |
| #36 | Yahaira Velasco | 1226823 | Associated Mortgage Corporation | 182383 | Oklahoma City, OK | $1.1M | 6 | 46.2% |
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 July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-units/2024
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