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 May 28, 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 | $16.2M | 56 | 62.2% |
| #3 | Ashlee Shipley | 1280022 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $16.8M | 32 | 74.4% |
| #4 | Alexis Carter | 913654 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $12.0M | 30 | 47.6% |
| #4 | Brett Reynolds | 65531 | Guild Mortgage Company LLC | 3274 | Vernal, UT | $9.6M | 30 | 73.2% |
| #4 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $24.3M | 30 | 50.8% |
| #7 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $14.9M | 29 | 63.0% |
| #7 | Amiteshwar Bhatia | 1614245 | Loan Factory, Inc. | 320841 | San Jose, CA | $16.9M | 29 | 85.3% |
| #7 | Rebecca Staples | 912705 | SUN AMERICAN MORTGAGE COMPANY | 160265 | St George, UT | $12.1M | 29 | 44.6% |
| #10 | Eric Mabon | 1453463 | RANLife, Inc. | 3151 | Sandy, UT | $13.0M | 27 | 61.4% |
| #11 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $11.8M | 23 | 57.5% |
| #12 | Brady Beyer | 1041865 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $11.0M | 22 | 66.7% |
| #12 | Tayler Hendricks | 1399418 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $11.7M | 22 | 62.9% |
| #12 | Emilie Jensen | 398960 | Intercap Lending Inc. | 190465 | Farmington, UT | $7.9M | 22 | 50.0% |
| #15 | Chantry Abbott | 309670 | Guild Mortgage Company LLC | 3274 | St George, UT | $6.2M | 21 | 47.7% |
| #16 | Devyn Gerber | 211359 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $10.9M | 20 | 48.8% |
| #16 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $10.3M | 20 | 62.5% |
| #18 | Steven DeYoung | 313292 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $9.0M | 19 | 55.9% |
| #18 | James Hobson | 1514540 | UMortgage LLC | 1457759 | Bountiful, UT | $11.4M | 19 | 41.3% |
| #20 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $9.1M | 18 | 46.2% |
| #20 | Tiffany Leishman | 296065 | Intercap Lending Inc. | 190465 | South Ogden, UT | $7.9M | 18 | 40.9% |
| #22 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $9.9M | 17 | 65.4% |
| #22 | TAYLOR RILEY | 717475 | CANYON VIEW FEDERAL CREDIT UNION | 654272 | Riverton, UT | $3.3M | 17 | 36.2% |
| #22 | Anthony Eriksson | 220552 | CrossCountry Mortgage, LLC | 3029 | Pleasant Grove, UT | $7.7M | 17 | 65.4% |
| #22 | Allison Bills | 305235 | Intercap Lending Inc. | 190465 | Murray, UT | $8.5M | 17 | 45.9% |
| #26 | Jena Flowers | 267246 | New American Funding, LLC | 6606 | Holladay, UT | $3.3M | 16 | 44.4% |
| #26 | Spencer Allen | 2296408 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $8.3M | 16 | 72.7% |
| #26 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.9M | 16 | 50.0% |
| #26 | Andrew Larsen | 348938 | Canopy Mortgage, LLC | 1359687 | American Fork, UT | $5.9M | 16 | 61.5% |
| #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 | John Creager | 2098333 | Guild Mortgage Company LLC | 3274 | Draper, UT | $7.3M | 16 | 57.1% |
| #26 | Russell Stephens | 234628 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.5M | 16 | 64.0% |
| #34 | Spencer Stott | 134614 | Unified Lending Inc. | 1721971 | South Jordan, UT | $7.3M | 15 | 48.4% |
| #34 | Jason Hassell | 1563523 | Guild Mortgage Company LLC | 3274 | South Ogden, UT | $4.8M | 15 | 65.2% |
| #34 | Jed Nielsen | 1830456 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.1M | 15 | 75.0% |
| #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 | Pleasant Grove, UT | $8.2M | 15 | 40.5% |
| #34 | Jeremy Plouzek | 151251 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $7.3M | 15 | 75.0% |
| #40 | Rhett Weaver | 1046541 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $9.1M | 14 | 42.4% |
| #40 | Nikkolas Denis | 1086674 | Intercap Lending Inc. | 190465 | Murray, UT | $8.2M | 14 | 60.9% |
| #40 | Richard Anderton | 282670 | RIDGE HOME LOANS LLC | 1788928 | Orem, UT | $6.5M | 14 | 66.7% |
| #40 | Brett Wilson | 278325 | American Pacific Mortgage Corporation | 1850 | Layton, UT | $6.2M | 14 | 32.6% |
| #44 | Sonnet Mouritsen | 293023 | Guild Mortgage Company LLC | 3274 | Sandy, UT | $2.1M | 13 | 37.1% |
| #44 | David Allen | 1459206 | Mount Vista Mortgage LLC | 2482076 | Nibley, UT | $5.7M | 13 | 68.4% |
| #44 | Eric Poulson | 304790 | First Class Home Mortgage, LLC | 1843 | South Jordan, UT | $4.9M | 13 | 81.3% |
| #44 | Kelby Neider | 1441999 | Lifetime Home Loans, LLC | 1861406 | Mesquite, NV | $7.3M | 13 | 86.7% |
| #44 | R Browning | 220892 | Sympli Mortgage LLC | 2510464 | Draper, UT | $6.2M | 13 | 22.8% |
| #44 | Jason Kimura | 292709 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $8.4M | 13 | 38.2% |
| #44 | Benjamin Lemon | 71650 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.4M | 13 | 26.5% |
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 — Utah (2025). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-units/2025
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