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 October 11, 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 | $38.1M | 69 | 61.1% |
| #2 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $16.5M | 57 | 63.3% |
| #3 | Ashlee Shipley | 1280022 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $17.6M | 34 | 77.3% |
| #4 | Brett Reynolds | 65531 | Guild Mortgage Company LLC | 3274 | Vernal, UT | $10.1M | 32 | 72.7% |
| #5 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $24.3M | 30 | 51.7% |
| #5 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $15.7M | 30 | 65.2% |
| #5 | Alexis Carter | 913654 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $12.0M | 30 | 47.6% |
| #8 | Amiteshwar Bhatia | 1614245 | Watermelon Mortgage Inc | 2839414 | Las Vegas, NV | $16.9M | 29 | 85.3% |
| #8 | Rebecca Staples | 912705 | SUN AMERICAN MORTGAGE COMPANY | 160265 | St George, UT | $12.1M | 29 | 43.3% |
| #10 | Eric Mabon | 1453463 | RANLife, Inc. | 3151 | Sandy, UT | $13.0M | 27 | 61.4% |
| #11 | Emilie Jensen | 398960 | Intercap Lending Inc. | 190465 | Farmington, UT | $8.8M | 24 | 52.2% |
| #12 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $11.8M | 23 | 56.1% |
| #13 | Tayler Hendricks | 1399418 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $11.7M | 22 | 62.9% |
| #13 | Brady Beyer | 1041865 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $11.0M | 22 | 64.7% |
| #15 | Chantry Abbott | 309670 | Guild Mortgage Company LLC | 3274 | St George, UT | $5.5M | 20 | 46.5% |
| #15 | Devyn Gerber | 211359 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $10.9M | 20 | 48.8% |
| #15 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $10.3M | 20 | 62.5% |
| #18 | Tiffany Leishman | 296065 | Intercap Lending Inc. | 190465 | South Ogden, UT | $8.3M | 19 | 42.2% |
| #18 | Steven DeYoung | 313292 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $9.0M | 19 | 54.3% |
| #18 | James Hobson | 1514540 | NEXA Mortgage, LLC | 1660690 | Mesa, AZ | $11.4M | 19 | 42.2% |
| #21 | Anthony Eriksson | 220552 | Guaranteed Rate, Inc. | 2611 | Sandy, UT | $8.4M | 18 | 64.3% |
| #21 | Spencer Allen | 2296408 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $9.7M | 18 | 75.0% |
| #21 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $9.1M | 18 | 43.9% |
| #21 | TAYLOR RILEY | 717475 | CANYON VIEW FEDERAL CREDIT UNION | 654272 | Riverton, UT | $3.6M | 18 | 37.5% |
| #25 | Allison Bills | 305235 | Intercap Lending Inc. | 190465 | Murray, UT | $8.5M | 17 | 45.9% |
| #25 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $9.9M | 17 | 65.4% |
| #27 | Jena Flowers | 267246 | New American Funding, LLC | 6606 | South Ogden, UT | $3.3M | 16 | 43.2% |
| #27 | Adam West | 1790355 | Go Rascal Inc. | 2072896 | Brooklyn, NY | $10.2M | 16 | 51.6% |
| #27 | Russell Stephens | 234628 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.5M | 16 | 61.5% |
| #27 | Jason Hassell | 1563523 | Guild Mortgage Company LLC | 3274 | South Ogden, UT | $5.2M | 16 | 66.7% |
| #27 | Cynthia Stone | 273280 | Vonk Lending LLC | 1782563 | Lehi, UT | $7.3M | 16 | 53.3% |
| #27 | Andrew Larsen | 348938 | Canopy Mortgage, LLC | 1359687 | American Fork, UT | $5.9M | 16 | 61.5% |
| #27 | John Creager | 2098333 | Guild Mortgage Company LLC | 3274 | Draper, UT | $7.3M | 16 | 57.1% |
| #27 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.9M | 16 | 50.0% |
| #35 | Jeremy Plouzek | 151251 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $7.3M | 15 | 78.9% |
| #35 | Blake Bench | 203340 | First Colony Mortgage Corporation | 3112 | Orem, UT | $8.2M | 15 | 40.5% |
| #35 | Julie Campbell | 299573 | Intercap Lending Inc. | 190465 | Brigham City, UT | $4.6M | 15 | 65.2% |
| #35 | Jed Nielsen | 1830456 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.1M | 15 | 75.0% |
| #35 | Spencer Stott | 134614 | Unified Lending Inc. | 1721971 | South Jordan, UT | $7.3M | 15 | 48.4% |
| #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% |
| #40 | Richard Anderton | 282670 | RIDGE HOME LOANS LLC | 1788928 | Orem, UT | $6.5M | 14 | 66.7% |
| #43 | Carter Campbell | 918947 | ALV Enterprises, Inc. | 888979 | Draper, UT | $7.5M | 13 | 43.3% |
| #43 | Easton Adamson | 1923331 | RANLife, Inc. | 3151 | Sandy, UT | $4.3M | 13 | 81.3% |
| #43 | Rhett Weaver | 1046541 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.4M | 13 | 40.6% |
| #43 | Jason Kimura | 292709 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $8.4M | 13 | 37.1% |
| #43 | Sonnet Mouritsen | 293023 | Guild Mortgage Company LLC | 3274 | Sandy, UT | $2.1M | 13 | 37.1% |
| #43 | Eric Poulson | 304790 | First Class Home Mortgage, LLC | 1843 | South Jordan, UT | $4.9M | 13 | 81.3% |
| #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% |
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 October 11, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-units/2025
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