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 August 27, 2026, the top 3 include Korbin Causey (CrossCountry Mortgage, LLC, NMLS #1514513), Dominick Pagni (Autumn Financial Group LLC, NMLS #284344), 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 | Myrtle Beach, SC | $8.7M | 28 | 41.2% |
| #2 | Dominick Pagni | 284344 | Autumn Financial Group LLC | 913283 | Campobello, SC | $12.3M | 17 | 65.4% |
| #2 | Jason Barley | 233826 | Barley Mortgage, LLC | 1867951 | Mount Pleasant, SC | $8.5M | 17 | 68.0% |
| #2 | Meg Robb | 546549 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $6.6M | 17 | 58.6% |
| #2 | Alfred White | 758160 | First-Citizens Bank & Trust Company | 503941 | Charleston, SC | $14.6M | 17 | 48.6% |
| #2 | Gina Lovon | 1374880 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $4.5M | 17 | 41.5% |
| #7 | Wesley Sellew | 71583 | Renasant Bank | 402669 | Mount Pleasant, SC | $10.9M | 16 | 40.0% |
| #7 | William Pender | 155518 | CrossCountry Mortgage, LLC | 3029 | Greenville, SC | $5.9M | 16 | 53.3% |
| #9 | Mitchell Poe | 2054316 | Jet HomeLoans, LP | 1660135 | Charleston, SC | $4.5M | 14 | 36.8% |
| #9 | Brandon Andrews | 65043 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $2.6M | 14 | 63.6% |
| #9 | Justin Goble | 854728 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $3.7M | 14 | 34.1% |
| #9 | Robert Baker | 474314 | Guild Mortgage Company LLC | 3274 | Elgin, SC | $3.3M | 14 | 42.4% |
| #13 | Caleb LeGrand | 259691 | Luminate Bank | 1281698 | Greenville, SC | $4.8M | 13 | 21.3% |
| #13 | Brian Prahl | 279339 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $4.9M | 13 | 72.2% |
| #15 | Lance Walters | 1161562 | Founders Federal Credit Union | 410646 | Lancaster, SC | $2.3M | 12 | 46.2% |
| #15 | Sean Crowley | 1207837 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $2.1M | 12 | 38.7% |
| #15 | Derek Goulette | 325427 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $5.3M | 12 | 57.1% |
| #15 | Travis Wright | 642981 | CMG Mortgage, Inc. | 1820 | Columbia, SC | $5.4M | 12 | 48.0% |
| #15 | Phillip Beal | 211914 | PrimeLending, A PlainsCapital Company | 13649 | Travelers Rest, SC | $4.0M | 12 | 70.6% |
| #20 | Stephanie Ramere | 1269763 | Founders Federal Credit Union | 410646 | Rock Hill, SC | $1.9M | 11 | 64.7% |
| #20 | Henry Craven | 319961 | TD Bank NA | 399800 | Mount Pleasant, SC | $16.7M | 11 | 84.6% |
| #20 | Ethan Lane | 1381273 | Northpoint Mortgage, Inc. | 1515 | Mount Pleasant, SC | $6.2M | 11 | 44.0% |
| #23 | Kenneth Russell | 2332794 | SAFE Federal Credit Union | 419530 | Sumter, SC | $3.1M | 10 | 90.9% |
| #23 | Laurie Holscher | 607889 | SouthState Bank, N.A. | 403455 | Charleston, SC | $10.3M | 10 | 58.8% |
| #23 | Michael Shuey | 552592 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $4.1M | 10 | 34.5% |
| #23 | MICHAEL WATSON | 80140 | Ark-La-Tex Financial Services, LLC | 2143 | Spartanburg, SC | $1.5M | 10 | 17.9% |
| #23 | Kelly Stephens | 58755 | Mortgage Research Center, LLC | 1907 | Greenville, SC | $2.8M | 10 | 31.3% |
| #23 | Brandon Calhoun | 107812 | COUNTYBANK | 462088 | Greenville, SC | $3.5M | 10 | 55.6% |
| #29 | Tommy Willcox | 1284589 | Primis Mortgage Company | 1894879 | Wilmington, NC | $4.6M | 9 | 56.3% |
| #29 | Joann Terrell | 474243 | SouthState Bank, N.A. | 403455 | Mount Pleasant, SC | $5.0M | 9 | 50.0% |
| #29 | Brett McDonald | 840915 | CalCon Mutual Mortgage LLC | 46375 | Charleston, SC | $4.8M | 9 | 40.9% |
| #29 | Lauren Foster | 346619 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $1.5M | 9 | 36.0% |
| #29 | Ellen Knight | 1846815 | Carolina One Mortgage, LLC | 1084059 | Goose Creek, SC | $1.6M | 9 | 75.0% |
| #29 | Amanda Jones | 2143555 | PrimeLending, A PlainsCapital Company | 13649 | Greenville, SC | $5.2M | 9 | 47.4% |
| #29 | Kelly Phillips | 552587 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.7M | 9 | 33.3% |
| #29 | Raymond Hammond | 71597 | CMG Mortgage, Inc. | 1820 | Columbia, SC | $3.4M | 9 | 25.0% |
| #29 | David Krahn | 223700 | Ameris Bank | 408099 | Summerville, SC | $2.9M | 9 | 30.0% |
| #38 | Jeffrey Cerreta | 201336 | Classic Home Mortgage Inc. | 182005 | Simpsonville, SC | $2.2M | 8 | 47.1% |
| #38 | Morris Hardigree | 414413 | Fifth Third Bank, National Association | 403245 | Greenville, SC | $8.2M | 8 | 53.3% |
| #38 | Andrew Evans | 251611 | Renasant Bank | 402669 | Greer, SC | $1.8M | 8 | 61.5% |
| #38 | SONYA PITT | 182524 | Lower, LLC | 1124061 | Goose Creek, SC | $2.5M | 8 | 40.0% |
| #38 | William O'Grady | 282787 | Movement Mortgage, LLC | 39179 | Hilton Head Island, SC | $4.5M | 8 | 38.1% |
| #38 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.7M | 8 | 24.2% |
| #38 | Gabriella Tripp | 1439792 | Atlantic Coast Mortgage, LLC | 643114 | Mount Pleasant, SC | $1.8M | 8 | 38.1% |
| #38 | Elizabeth Gardner | 918759 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $1.3M | 8 | 50.0% |
| #38 | Darrel Long | 953286 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $1.9M | 8 | 66.7% |
| #38 | Michael Harley | 170862 | Guild Mortgage Company LLC | 3274 | Aiken, SC | $1.8M | 8 | 72.7% |
| #48 | Lisa Simpson | 290369 | Legend Lending Corporation | 229421 | Summerville, SC | $3.1M | 7 | 33.3% |
| #48 | David Crowell | 12620 | Northpoint Mortgage, Inc. | 1515 | Hilton Head Island, SC | $4.6M | 7 | 31.8% |
| #48 | Danelle Adkins | 2073774 | Carolina One Mortgage, LLC | 1084059 | Summerville, SC | $2.0M | 7 | 58.3% |
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 — South Carolina (2026). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/south-carolina/top-retention-by-units/2026
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