Retention champions in Oregon 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 Trevor Nissen (Guild Mortgage Company LLC, NMLS #487509), Vincent Patrick (CMG Mortgage, Inc., NMLS #406307), and Justin Morris (Guild Mortgage Company LLC, NMLS #515250).
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 | Trevor Nissen | 487509 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $5.3M | 25 | 65.8% |
| #2 | Vincent Patrick | 406307 | CMG Mortgage, Inc. | 1820 | Clackamas, OR | $7.2M | 18 | 90.0% |
| #3 | Justin Morris | 515250 | Guild Mortgage Company LLC | 3274 | Salem, OR | $4.4M | 16 | 69.6% |
| #4 | Sara Keller | 205967 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $3.4M | 15 | 68.2% |
| #4 | SHERRY GRUBB | 136173 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $7.0M | 15 | 93.8% |
| #6 | James Beard | 101846 | CrossCountry Mortgage, LLC | 3029 | Medford, OR | $4.6M | 14 | 34.1% |
| #6 | Cherie Smith | 570248 | Guild Mortgage Company LLC | 3274 | Redmond, OR | $3.7M | 14 | 58.3% |
| #6 | Miles Rusth | 84660 | Summit Mortgage Corporation | 3236 | Portland, OR | $8.1M | 14 | 77.8% |
| #9 | Eric Newman | 97776 | Planet Home Lending, LLC | 17022 | Irving, TX | $4.5M | 12 | 70.6% |
| #9 | Stephanie Roitstein | 690166 | Sunset Federal Credit Union | 434179 | Portland, OR | $3.1M | 12 | 92.3% |
| #11 | James Swift | 2060886 | American Pacific Mortgage Corporation | 1850 | Salem, OR | $4.9M | 11 | 57.9% |
| #11 | Stephan Kelley | 1711935 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $4.9M | 11 | 30.6% |
| #11 | Michael Bradshaw | 192893 | Pacific NW Federal Credit Union | 421709 | Vancouver, WA | $886K | 11 | 55.0% |
| #11 | Rhonda Stickney | 112670 | Guild Mortgage Company LLC | 3274 | — | $2.6M | 11 | 68.8% |
| #15 | James Cordes | 2035855 | Guaranteed Rate, Inc. | 2611 | Bend, OR | $6.3M | 9 | 81.8% |
| #15 | Dana Orr | 259570 | All Western Mortgage, Inc. | 14210 | Las Vegas, NV | $1.0M | 9 | 52.9% |
| #15 | Darci Fitzke | 940798 | Lennar Mortgage, LLC | 1058 | Vancouver, WA | $3.7M | 9 | 60.0% |
| #15 | Adam Israel | 1605853 | Fairway Independent Mortgage Corporation | 2289 | Seaside, OR | $3.3M | 9 | 64.3% |
| #15 | Scott DeWitt | 971451 | loanDepot.com, LLC | 174457 | Eugene, OR | $2.8M | 9 | 69.2% |
| #20 | Samantha Lindley | 1210610 | American Pacific Mortgage Corporation | 1850 | Umatilla, OR | $2.1M | 8 | 61.5% |
| #20 | Ladelle White | 372813 | Guild Mortgage Company LLC | 3274 | Eugene, OR | $1.2M | 8 | 50.0% |
| #20 | Evan Karr | 1086744 | Edge Home Finance, LLC | 891464 | Lake Oswego, OR | $3.5M | 8 | 80.0% |
| #20 | Hari Kataruka | 132032 | A1 Residential Mortgage, Inc. | 66526 | Hillsboro, OR | $4.0M | 8 | 53.3% |
| #20 | Elaine Anderson | 487577 | Guild Mortgage Company LLC | 3274 | Pendleton, OR | $2.1M | 8 | 47.1% |
| #20 | Andrew Varcak | 418900 | Newland Mortgage, Inc. | 1833416 | Haiku, HI | $3.5M | 8 | 61.5% |
| #20 | Buddy Puckett | 270057 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 8 | 61.5% |
| #27 | Denise Montgomery | 57734 | American Pacific Mortgage Corporation | 1850 | Eugene, OR | $2.9M | 7 | 53.8% |
| #27 | Thomas Fitkin | 263844 | Fitkin Mortgage Corporation Inc. | 233782 | Lake Oswego, OR | $2.6M | 7 | 41.2% |
| #27 | Tabatha Hernandez-Waters | 1442618 | Oregon Community Credit Union | 403502 | Salem, OR | $1.1M | 7 | 53.8% |
| #27 | Melissa Tippey | 1034387 | Guild Mortgage Company LLC | 3274 | Salem, OR | $2.2M | 7 | 63.6% |
| #27 | Tyrell Hobbs | 461657 | Fairway Independent Mortgage Corporation | 2289 | Redmond, OR | $2.4M | 7 | 33.3% |
| #27 | adam moshofsky | 227695 | Mortgage Express, LLC | 40831 | Bend, OR | $3.5M | 7 | 22.6% |
| #27 | Brian Case | 391610 | Guild Mortgage Company LLC | 3274 | Medford, OR | $3.5M | 7 | 19.4% |
| #27 | Todd Gydesen | 89835 | Vantage Mortgage Group, Inc. | 35986 | Lake Oswego, OR | $3.8M | 7 | 63.6% |
| #27 | Craig Showalter | 283788 | Mortgage Window Inc | 2485156 | Stayton, OR | $2.6M | 7 | 63.6% |
| #27 | Chad Jackson | 120985 | LENDWELL MORTGAGE CORP | 2602734 | Portland, OR | $3.7M | 7 | 70.0% |
| #37 | Andrew Leinhos | 745333 | First Technology Federal Credit Union | 466914 | Beaverton, OR | $3.7M | 6 | 54.5% |
| #37 | Rhonda Beck | 1083723 | Residential Mortgage, LLC | 167729 | Vancouver, WA | $1.7M | 6 | 37.5% |
| #37 | Mark Irwin | 316203 | Directors Mortgage, Inc. | 3240 | Lake Oswego, OR | $2.1M | 6 | 27.3% |
| #37 | JEFFREY LAENG | 273136 | AVENUE MORTGAGE, INC | 237701 | Monmouth, OR | $1.7M | 6 | 46.2% |
| #37 | Stacy Schlesinger | 252075 | NW Processing Group Inc. | 251560 | Portland, OR | $2.4M | 6 | 60.0% |
| #37 | Jace Cates | 1768939 | Guild Mortgage Company LLC | 3274 | Clackamas, OR | $2.5M | 6 | 50.0% |
| #37 | Curtis Sandfort | 238739 | GoPrime Mortgage, Inc. | 69551 | Roseburg, OR | $2.4M | 6 | 46.2% |
| #37 | Randal Vance | 1455628 | Boss Mortgage, LLC | 2547821 | Bend, OR | $2.9M | 6 | 42.9% |
| #37 | SCOTT HIRSCHHORN | 92295 | SELCO Community Credit Union | 402847 | Springfield, OR | $2.4M | 6 | 46.2% |
| #37 | Kristina Hubbard | 45443 | Go Mortgage, LLC | 1018 | Albany, OR | $1.7M | 6 | 50.0% |
| #37 | Evan Swanson | 120856 | Guild Mortgage Company LLC | 3274 | Portland, OR | $2.0M | 6 | 54.5% |
| #37 | Keely Matteo | 134942 | CrossCountry Mortgage, LLC | 3029 | Vancouver, WA | $1.0M | 6 | 54.5% |
| #37 | Denise Prothe | 136917 | Guild Mortgage Company LLC | 3274 | Tillamook, OR | $1.7M | 6 | 37.5% |
| #37 | Heidi Schulzke | 968222 | SUNFLOWER BANK, NATIONAL ASSOCIATION | 709491 | Medford, OR | $1.8M | 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 — Oregon (2024). Powered by MMI public record mortgage production data, accessed October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/oregon/top-retention-by-units/2024
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