Retention champions in Oklahoma in 2024, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Mitchell Aldridge (First United Bank and Trust Company, NMLS #1741291), Stephen Daniels (GREAT PLAINS NATIONAL BANK, NMLS #214032), and Lee Ann Callicoat (VISION BANK, NMLS #1631905).
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 | Mitchell Aldridge | 1741291 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $8.4M | 22 | 88.0% |
| #2 | Stephen Daniels | 214032 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $5.9M | 15 | 35.7% |
| #3 | Lee Ann Callicoat | 1631905 | VISION BANK | 402156 | Durant, OK | $5.6M | 11 | 84.6% |
| #4 | Thomas Rosser | 273804 | Gateway First Bank | 7233 | Edmond, OK | $5.6M | 15 | 51.7% |
| #5 | Mark Hattler | 469117 | First United Bank and Trust Company | 400025 | Oklahoma City, OK | $4.7M | 13 | 68.4% |
| #6 | 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% |
| #8 | Jennifer Edwards | 212425 | VISION BANK | 402156 | Shawnee, OK | $3.7M | 12 | 63.2% |
| #9 | Heather Bomar | 208983 | Better Mortgage Corporation | 330511 | New York, NY | $3.7M | 8 | 17.4% |
| #10 | Ty Wenthold | 301714 | First United Bank and Trust Company | 400025 | Moore, OK | $3.6M | 7 | 58.3% |
| #11 | David Dustmann | 1470605 | Mortgage Solutions of Colorado, LLC | 61602 | Edmond, OK | $3.2M | 13 | 65.0% |
| #12 | Bret Close | 792070 | GREAT PLAINS NATIONAL BANK | 458937 | Oklahoma City, OK | $3.2M | 8 | 40.0% |
| #13 | Leasa Dougherty | 488310 | ALLEGIANCE FEDERAL CREDIT UNION | 410417 | — | $3.0M | 24 | 70.6% |
| #14 | Jeffrey Moser | 453957 | Firstar Bank | 458906 | Bixby, OK | $3.0M | 10 | 62.5% |
| #15 | Jeremiah Lindsey | 1474953 | Flat Branch Mortgage, Inc. | 224149 | Tulsa, OK | $2.8M | 8 | 25.8% |
| #16 | Fareed Hussein | 199559 | ZFG Mortgage, LLC. | 193207 | Tulsa, OK | $2.7M | 4 | 18.2% |
| #17 | Pablo Madrid | 266006 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $2.7M | 10 | 24.4% |
| #18 | Ambra Richardson | 564603 | Arvest Bank | 403249 | Owasso, OK | $2.7M | 10 | 41.7% |
| #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 | $2.6M | 9 | 47.4% |
| #21 | Michelle Washington | 868117 | Communication Federal Credit Union | 403254 | Oklahoma City, OK | $2.5M | 12 | 27.3% |
| #22 | Deborah Robinson | 782129 | First United Bank and Trust Company | 400025 | Tulsa, OK | $2.5M | 7 | 50.0% |
| #23 | Ryan Dorman | 1661744 | First United Bank and Trust Company | 400025 | Moore, OK | $2.1M | 5 | 45.5% |
| #24 | Lindsey Strickland | 1439086 | First United Bank and Trust Company | 400025 | Moore, OK | $2.1M | 8 | 80.0% |
| #25 | Jennifer Graves-Hamm | 1179321 | Regent Bank | 464417 | Tulsa, OK | $2.1M | 4 | 36.4% |
| #26 | GIL MCLAUGHLIN | 215834 | New American Funding, LLC | 6606 | Muskogee, OK | $2.0M | 7 | 26.9% |
| #27 | Kyle Bradley | 488324 | Success Mortgage Partners, Inc. | 130562 | Tulsa, OK | $2.0M | 5 | 33.3% |
| #28 | Derek Haffner | 1528578 | First United Bank and Trust Company | 400025 | Moore, OK | $1.9M | 9 | 13.6% |
| #29 | Billy Jones | 1599020 | Mortgage Research Center, LLC | 1907 | Lenexa, KS | $1.8M | 7 | 70.0% |
| #30 | Shelby Weston | 226832 | MLD Mortgage Inc. | 1019 | Oklahoma City, OK | $1.8M | 6 | 9.1% |
| #31 | Clint Simonton | 492196 | FIRST NATIONAL BANK OF LINDSAY, THE | 1442093 | — | $1.8M | 8 | 80.0% |
| #32 | Rebecca Baehler | 793393 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.8M | 5 | 45.5% |
| #33 | Kevin Swift | 217982 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 24.0% |
| #34 | Jerrod Barnes | 1179666 | Ixonia Bank | 423065 | Brookfield, WI | $1.7M | 5 | 50.0% |
| #35 | Evin Young | 1179336 | First United Bank and Trust Company | 400025 | Tulsa, OK | $1.7M | 6 | 37.5% |
| #36 | Jeffrey Leek | 303051 | Geneva Financial, LLC | 42056 | Broken Arrow, OK | $1.7M | 6 | 60.0% |
| #37 | Teresa Lyman | 404973 | F & M BANK | 401420 | Edmond, OK | $1.7M | 4 | 19.0% |
| #38 | Jennifer Freet | 564567 | Arvest Bank | 403249 | Tulsa, OK | $1.7M | 5 | 45.5% |
| #39 | David Jones | 464144 | Guild Mortgage Company LLC | 3274 | Durant, OK | $1.6M | 10 | 47.6% |
| #40 | Jason Houtman | 196186 | Associated Mortgage Corporation | 182383 | Tulsa, OK | $1.6M | 6 | 25.0% |
| #41 | Nicholas Utesch | 216693 | Progressive Financial Services Corp | 214427 | Oklahoma City, OK | $1.5M | 7 | 19.4% |
| #42 | Jordan Dawson | 1971538 | MortgageOne, Inc. | 898812 | Franklin, TN | $1.5M | 7 | 70.0% |
| #43 | Terry Teel | 492153 | BOKF, National Association | 403501 | — | $1.5M | 6 | 42.9% |
| #44 | Beth Fletcher | 493035 | Mortgage Research Center, LLC | 1907 | Lawton, OK | $1.5M | 5 | 27.8% |
| #45 | Cheryl Koontz | 462274 | First United Bank and Trust Company | 400025 | Norman, OK | $1.4M | 4 | 25.0% |
| #46 | SHIRLEY HILTON-FLANARY | 704034 | Local Bank | 411246 | Muskogee, OK | $1.4M | 7 | 25.0% |
| #47 | Tyler VanBeber | 620922 | The Mortgage Link, Inc. | 113054 | Tulsa, OK | $1.4M | 5 | 45.5% |
| #48 | Becki Gailey | 993347 | Truity Federal Credit Union | 619450 | Bartlesville, OK | $1.4M | 6 | 42.9% |
| #49 | Joe Morgan | 912647 | FIRST NATIONAL BANK AND TRUST COMPANY OF MIAMI, THE | 761662 | Miami, OK | $1.3M | 6 | 60.0% |
| #50 | Patricia Vuocolo | 206320 | Canopy Mortgage, LLC | 1359687 | Tulsa, OK | $1.2M | 3 | 18.8% |
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 Volume — Oklahoma (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/oklahoma/top-retention-by-volume/2024
Powered by ChatMMI