Retention champions in South Carolina in 2026, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Korbin Causey (CrossCountry Mortgage, LLC, NMLS #1514513), Meg Robb (CrossCountry Mortgage, LLC, NMLS #546549), and Jason Barley (Barley Mortgage, LLC, NMLS #233826).
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 | Korbin Causey | 1514513 | CrossCountry Mortgage, LLC | 3029 | Surfside Beach, SC | $4.7M | 18 | 47.4% |
| #2 | Meg Robb | 546549 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $6.6M | 17 | 68.0% |
| #2 | Jason Barley | 233826 | Barley Mortgage, LLC | 1867951 | Mount Pleasant, SC | $8.5M | 17 | 73.9% |
| #4 | William Pender | 155518 | CrossCountry Mortgage, LLC | 3029 | Greenville, SC | $5.3M | 14 | 60.9% |
| #5 | Gina Lovon | 1374880 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $3.0M | 11 | 40.7% |
| #5 | Caleb LeGrand | 259691 | Luminate Bank | 1281698 | Greenville, SC | $3.9M | 11 | 26.8% |
| #5 | Brandon Andrews | 65043 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $1.9M | 11 | 64.7% |
| #5 | Ethan Lane | 1381273 | Northpoint Mortgage, Inc. | 1515 | Mount Pleasant, SC | $6.2M | 11 | 55.0% |
| #9 | Wesley Sellew | 71583 | Renasant Bank | 402669 | Mount Pleasant, SC | $8.7M | 10 | 40.0% |
| #9 | Justin Goble | 854728 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $2.4M | 10 | 35.7% |
| #11 | Travis Wright | 642981 | CMG Mortgage, Inc. | 1820 | Columbia, SC | $4.1M | 9 | 64.3% |
| #11 | Mitchell Poe | 2054316 | Jet HomeLoans, LP | 1660135 | Charleston, SC | $3.8M | 9 | 34.6% |
| #11 | Brian Prahl | 279339 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $3.6M | 9 | 75.0% |
| #11 | Henry Craven | 319961 | TD Bank NA | 399800 | Mount Pleasant, SC | $13.8M | 9 | 81.8% |
| #15 | Dominick Pagni | 284344 | Autumn Financial Group LLC | 913283 | Campobello, SC | $4.2M | 8 | 61.5% |
| #15 | Derek Goulette | 325427 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.6M | 8 | 66.7% |
| #15 | Michael Shuey | 552592 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $3.3M | 8 | 44.4% |
| #15 | David Krahn | 223700 | Ameris Bank | 408099 | Summerville, SC | $2.8M | 8 | 34.8% |
| #15 | Brandon Calhoun | 107812 | COUNTYBANK | 462088 | Greenville, SC | $3.0M | 8 | 66.7% |
| #15 | Robert Baker | 474314 | Guild Mortgage Company LLC | 3274 | Elgin, SC | $2.4M | 8 | 66.7% |
| #21 | PADDI BAILEY | 414563 | Gateway First Bank | 7233 | Beaufort, SC | $3.6M | 7 | 38.9% |
| #21 | Joann Terrell | 474243 | SouthState Bank, N.A. | 403455 | Mount Pleasant, SC | $4.0M | 7 | 58.3% |
| #21 | Kelly Phillips | 552587 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.1M | 7 | 33.3% |
| #21 | Stephanie Sellers | 454769 | Founders Federal Credit Union | 410646 | Cheraw, SC | $578K | 7 | 53.8% |
| #21 | James Van Law | 1972182 | Northpointe Bank | 447490 | Grand Rapids, MI | $4.3M | 7 | 70.0% |
| #21 | Sarah Baldwin | 760314 | First Reliance Bank | 411728 | Columbia, SC | $4.8M | 7 | 53.8% |
| #21 | Amanda Jones | 2143555 | PrimeLending, A PlainsCapital Company | 13649 | Greenville, SC | $4.6M | 7 | 58.3% |
| #21 | Lance Walters | 1161562 | Founders Federal Credit Union | 410646 | Lancaster, SC | $1.2M | 7 | 53.8% |
| #21 | SONYA PITT | 182524 | Lower, LLC | 1124061 | Goose Creek, SC | $2.3M | 7 | 46.7% |
| #21 | Alfred White | 758160 | First-Citizens Bank & Trust Company | 503941 | Charleston, SC | $3.3M | 7 | 33.3% |
| #21 | Sean Crowley | 1207837 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.3M | 7 | 46.7% |
| #21 | Daniel Schneider | 1034241 | Guaranteed Rate, Inc. | 2611 | Mount Pleasant, SC | $2.6M | 7 | 63.6% |
| #33 | Amy Bandle | 582649 | Lennar Mortgage, LLC | 1058 | Charleston, SC | $1.9M | 6 | 40.0% |
| #33 | Hayden Hendry | 1381988 | Southern First Bank | 754127 | Greenville, SC | $2.6M | 6 | 28.6% |
| #33 | Martha Neal | 299117 | Metro Mortgage Corporation | 296204 | Columbia, SC | $3.3M | 6 | 50.0% |
| #33 | Matthew Hunter | 244437 | Assurance Financial Group, L.L.C. | 70876 | Aiken, SC | $1.5M | 6 | 37.5% |
| #33 | Mark Krueger | 358631 | LifeTree Lending, LLC. | 278417 | Easley, SC | $1.3M | 6 | 40.0% |
| #33 | Michael Pennington | 84937 | Carolina Mortgage Firm, Inc. | 1846053 | Fort Mill, SC | $2.8M | 6 | 60.0% |
| #33 | Kelly Stephens | 58755 | Mortgage Research Center, LLC | 1907 | Greenville, SC | $1.8M | 6 | 28.6% |
| #33 | Owen Edwards | 219112 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $2.1M | 6 | 60.0% |
| #33 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.0M | 6 | 37.5% |
| #42 | Tracey DeLong | 223136 | Ameris Bank | 408099 | Mount Pleasant, SC | $1.9M | 5 | 50.0% |
| #42 | James Parker | 893617 | Gateway First Bank | 7233 | Pawleys Island, SC | $1.4M | 5 | 41.7% |
| #42 | Zachary Larichiuta | 303564 | CMG Mortgage, Inc. | 1820 | Charleston, SC | $2.1M | 5 | 41.7% |
| #42 | Lauren Foster | 346619 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $1.2M | 5 | 41.7% |
| #42 | Brett McDonald | 840915 | CalCon Mutual Mortgage LLC | 46375 | Charleston, SC | $3.8M | 5 | 35.7% |
| #42 | Gary Harwyn | 331391 | Movement Mortgage, LLC | 39179 | Charleston, SC | $2.0M | 5 | 45.5% |
| #42 | Winfield Dougherty | 2323576 | Lennar Mortgage, LLC | 1058 | Charleston, SC | $1.5M | 5 | 45.5% |
| #42 | William O'Grady | 282787 | Movement Mortgage, LLC | 39179 | Hilton Head Island, SC | $2.9M | 5 | 41.7% |
| #42 | Sara Mercuri | 2170180 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.7M | 5 | 45.5% |
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 — South Carolina (2026). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/south-carolina/top-retention-by-units/2026
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