Retention champions in Utah in 2025, 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 Brian Cooke (World Home Loans Inc, NMLS #17866), KAREN NIELSON (Guild Mortgage Company LLC, NMLS #80226), and Ashlee Shipley (Fairway Independent Mortgage Corporation, NMLS #1280022).
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 | Brian Cooke | 17866 | World Home Loans Inc | 2726290 | Irvine, CA | $37.3M | 68 | 60.7% |
| #2 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $16.5M | 57 | 62.6% |
| #3 | Ashlee Shipley | 1280022 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $17.3M | 33 | 75.0% |
| #4 | Brett Reynolds | 65531 | Guild Mortgage Company LLC | 3274 | Vernal, UT | $10.1M | 32 | 72.7% |
| #5 | Alexis Carter | 913654 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $12.0M | 30 | 47.6% |
| #5 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $15.7M | 30 | 63.8% |
| #5 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $24.3M | 30 | 50.8% |
| #8 | Rebecca Staples | 912705 | SUN AMERICAN MORTGAGE COMPANY | 160265 | St George, UT | $12.1M | 29 | 44.6% |
| #8 | Amiteshwar Bhatia | 1614245 | Loan Factory, Inc. | 320841 | San Jose, CA | $16.9M | 29 | 85.3% |
| #10 | Eric Mabon | 1453463 | RANLife, Inc. | 3151 | Sandy, UT | $13.0M | 27 | 61.4% |
| #11 | Emilie Jensen | 398960 | Intercap Lending Inc. | 190465 | Farmington, UT | $8.6M | 23 | 51.1% |
| #11 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $11.8M | 23 | 54.8% |
| #13 | Brady Beyer | 1041865 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $11.0M | 22 | 64.7% |
| #13 | Tayler Hendricks | 1399418 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $11.7M | 22 | 62.9% |
| #15 | Devyn Gerber | 211359 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $10.9M | 20 | 48.8% |
| #15 | Chantry Abbott | 309670 | Guild Mortgage Company LLC | 3274 | St George, UT | $5.5M | 20 | 46.5% |
| #15 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $10.3M | 20 | 62.5% |
| #18 | James Hobson | 1514540 | UMortgage LLC | 1457759 | Bountiful, UT | $11.4M | 19 | 42.2% |
| #18 | Steven DeYoung | 313292 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $9.0M | 19 | 54.3% |
| #18 | Tiffany Leishman | 296065 | Intercap Lending Inc. | 190465 | South Ogden, UT | $8.3M | 19 | 42.2% |
| #21 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $9.1M | 18 | 45.0% |
| #21 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $10.5M | 18 | 66.7% |
| #23 | TAYLOR RILEY | 717475 | CANYON VIEW FEDERAL CREDIT UNION | 654272 | Riverton, UT | $3.3M | 17 | 35.4% |
| #23 | Anthony Eriksson | 220552 | CrossCountry Mortgage, LLC | 3029 | Pleasant Grove, UT | $7.7M | 17 | 63.0% |
| #23 | Allison Bills | 305235 | Intercap Lending Inc. | 190465 | Murray, UT | $8.5M | 17 | 45.9% |
| #26 | Jena Flowers | 267246 | New American Funding, LLC | 6606 | Ogden, UT | $3.3M | 16 | 43.2% |
| #26 | Spencer Allen | 2296408 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $8.3M | 16 | 72.7% |
| #26 | John Creager | 2098333 | Guild Mortgage Company LLC | 3274 | Draper, UT | $7.3M | 16 | 55.2% |
| #26 | Andrew Larsen | 348938 | Canopy Mortgage, LLC | 1359687 | American Fork, UT | $5.9M | 16 | 61.5% |
| #26 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.9M | 16 | 50.0% |
| #26 | Cynthia Stone | 273280 | Vonk Lending LLC | 1782563 | Lehi, UT | $7.3M | 16 | 53.3% |
| #26 | Adam West | 1790355 | UMortgage LLC | 1457759 | Bountiful, UT | $10.2M | 16 | 53.3% |
| #26 | Russell Stephens | 234628 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.5M | 16 | 61.5% |
| #34 | Jeremy Plouzek | 151251 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $7.3M | 15 | 75.0% |
| #34 | Jed Nielsen | 1830456 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.1M | 15 | 75.0% |
| #34 | Spencer Stott | 134614 | Unified Lending Inc. | 1721971 | South Jordan, UT | $7.3M | 15 | 48.4% |
| #34 | Julie Campbell | 299573 | Intercap Lending Inc. | 190465 | Brigham City, UT | $4.6M | 15 | 65.2% |
| #34 | Blake Bench | 203340 | First Colony Mortgage Corporation | 3112 | Orem, UT | $8.2M | 15 | 40.5% |
| #34 | Jason Hassell | 1563523 | Guild Mortgage Company LLC | 3274 | South Ogden, UT | $4.8M | 15 | 65.2% |
| #40 | Richard Anderton | 282670 | RIDGE HOME LOANS LLC | 1788928 | Orem, UT | $6.5M | 14 | 66.7% |
| #40 | Nikkolas Denis | 1086674 | Intercap Lending Inc. | 190465 | Murray, UT | $8.2M | 14 | 60.9% |
| #40 | Brett Wilson | 278325 | American Pacific Mortgage Corporation | 1850 | Layton, UT | $6.2M | 14 | 32.6% |
| #43 | David Allen | 1459206 | Mount Vista Mortgage LLC | 2482076 | Logan, UT | $5.7M | 13 | 68.4% |
| #43 | Peter Jacob | 305284 | Guild Mortgage Company LLC | 3274 | Midvale, UT | $5.2M | 13 | 54.2% |
| #43 | Kelby Neider | 1441999 | Lifetime Home Loans, LLC | 1861406 | Mesquite, NV | $7.3M | 13 | 86.7% |
| #43 | Jason Kimura | 292709 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $8.4M | 13 | 37.1% |
| #43 | Eric Poulson | 304790 | First Class Home Mortgage, LLC | 1843 | South Jordan, UT | $4.9M | 13 | 81.3% |
| #43 | Benjamin Lemon | 71650 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.4M | 13 | 25.5% |
| #43 | Rhett Weaver | 1046541 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.4M | 13 | 40.6% |
| #43 | R Browning | 220892 | Sympli Mortgage of Utah, LLC | 2510464 | Draper, UT | $6.2M | 13 | 22.8% |
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 Loan Count — Utah (2025). Powered by MMI public record mortgage production data, accessed July 13, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-units/2025
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