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 August 27, 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 | 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 | 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% |
| #5 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $24.3M | 30 | 51.7% |
| #8 | Rebecca Staples | 912705 | SUN AMERICAN MORTGAGE COMPANY | 160265 | St George, UT | $12.1M | 29 | 43.9% |
| #8 | Amiteshwar Bhatia | 1614245 | Watermelon Mortgage Inc | 2839414 | Las Vegas, NV | $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 | $8.8M | 24 | 52.2% |
| #12 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $11.8M | 23 | 56.1% |
| #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 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $10.3M | 20 | 62.5% |
| #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% |
| #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% |
| #18 | James Hobson | 1514540 | UMortgage LLC | 1457759 | Bountiful, UT | $11.4M | 19 | 41.3% |
| #21 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $9.1M | 18 | 43.9% |
| #21 | Anthony Eriksson | 220552 | Guaranteed Rate, Inc. | 2611 | Sandy, UT | $8.4M | 18 | 64.3% |
| #23 | Allison Bills | 305235 | Intercap Lending Inc. | 190465 | Murray, UT | $8.5M | 17 | 45.9% |
| #23 | TAYLOR RILEY | 717475 | CANYON VIEW FEDERAL CREDIT UNION | 654272 | Riverton, UT | $3.3M | 17 | 35.4% |
| #23 | Spencer Allen | 2296408 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $9.2M | 17 | 73.9% |
| #23 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $9.9M | 17 | 65.4% |
| #27 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.9M | 16 | 50.0% |
| #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 | Jena Flowers | 267246 | New American Funding, LLC | 6606 | Ogden, UT | $3.3M | 16 | 43.2% |
| #27 | Jason Hassell | 1563523 | Guild Mortgage Company LLC | 3274 | South Ogden, UT | $5.2M | 16 | 66.7% |
| #27 | John Creager | 2098333 | Guild Mortgage Company LLC | 3274 | Draper, UT | $7.3M | 16 | 57.1% |
| #27 | Adam West | 1790355 | UMortgage LLC | 1457759 | Bountiful, UT | $10.2M | 16 | 53.3% |
| #27 | Russell Stephens | 234628 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.5M | 16 | 61.5% |
| #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 | 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 | 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 | Jason Kimura | 292709 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $8.4M | 13 | 37.1% |
| #43 | Peter Jacob | 305284 | Guild Mortgage Company LLC | 3274 | Midvale, UT | $5.2M | 13 | 54.2% |
| #43 | Benjamin Lemon | 71650 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $7.4M | 13 | 25.5% |
| #43 | David Allen | 1459206 | Mount Vista Mortgage LLC | 2482076 | Logan, UT | $5.7M | 13 | 68.4% |
| #43 | R Browning | 220892 | Sympli Mortgage of Utah, LLC | 2510464 | Draper, UT | $6.2M | 13 | 22.8% |
| #43 | Rhett Weaver | 1046541 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $8.4M | 13 | 40.6% |
| #43 | Kelby Neider | 1441999 | Lifetime Home Loans, LLC | 1861406 | Mesquite, NV | $7.3M | 13 | 86.7% |
| #43 | Eric Poulson | 304790 | First Class Home Mortgage, LLC | 1843 | South Jordan, UT | $4.9M | 13 | 81.3% |
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 — Utah (2025). Powered by MMI public record mortgage production data, accessed August 27, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-units/2025
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