Retention champions in Utah in 2023, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 28, 2026, the top 3 include Russell Piggott (Bank of Utah, NMLS #611753), Broch Lassig (CrossCountry Mortgage, LLC, NMLS #340314), and Marcus Truscott (Diversified Financial Services, Inc., NMLS #5979).
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 | Russell Piggott | 611753 | Bank of Utah | 422914 | Logan, UT | $4.8M | 6 | 50.0% |
| #2 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $4.2M | 5 | 22.7% |
| #3 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $4.1M | 9 | 47.4% |
| #4 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $4.1M | 12 | 18.2% |
| #5 | SAMANTHA LAW | 1608775 | America First Federal Credit Union | 412819 | Riverdale, UT | $3.6M | 7 | 53.8% |
| #6 | Tonya Froerer | 586925 | Goldenwest Federal Credit Union | 440574 | Ogden, UT | $3.5M | 3 | 21.4% |
| #7 | Steven Carter | 1178666 | Intercap Lending Inc. | 190465 | Murray, UT | $3.1M | 6 | 42.9% |
| #8 | Jennifer Dee | 1170024 | Bank of Utah | 422914 | Ogden, UT | $2.9M | 3 | 30.0% |
| #9 | Brian Cooke | 17866 | World Home Loans Inc | 2726290 | Irvine, CA | $2.7M | 5 | 27.8% |
| #10 | Melissa Fuller | 265339 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $2.7M | 6 | 42.9% |
| #11 | Deborah Castagno | 1465390 | Intercap Lending Inc. | 190465 | Tooele, UT | $2.5M | 7 | 53.8% |
| #12 | Steven Wilcox | 85327 | Fulcrum Home Loans LLC | 1926444 | Henderson, NV | $2.5M | 5 | 38.5% |
| #13 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $2.3M | 9 | 33.3% |
| #14 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $2.2M | 2 | 15.4% |
| #15 | Emilie Jensen | 398960 | Intercap Lending Inc. | 190465 | Farmington, UT | $2.2M | 6 | 42.9% |
| #16 | Darrell Kessler | 193895 | HomeAmerican Mortgage Corporation | 130676 | Denver, CO | $1.6M | 3 | 21.4% |
| #17 | Jess Patterson | 1013404 | Guild Mortgage Company LLC | 3274 | Layton, UT | $1.6M | 4 | 22.2% |
| #18 | Paula De Santi Cotelo | 298109 | Veritas Funding, LLC | 252108 | Midvale, UT | $1.6M | 6 | 42.9% |
| #19 | Stephanie Taylor | 586931 | Goldenwest Federal Credit Union | 440574 | Washington Terrace, UT | $1.5M | 2 | 18.2% |
| #20 | Brad Heaps | 214911 | Bank of Utah | 422914 | Ogden, UT | $1.5M | 3 | 25.0% |
| #21 | Brady Peterson | 303951 | Guild Mortgage Company LLC | 3274 | Layton, UT | $1.4M | 1 | 8.3% |
| #22 | Jeffrey Titus | 199565 | Fairway Independent Mortgage Corporation | 2289 | Kaysville, UT | $1.4M | 3 | 20.0% |
| #23 | Allison Bills | 305235 | Intercap Lending Inc. | 190465 | Murray, UT | $1.4M | 3 | 30.0% |
| #24 | Chantry Abbott | 309670 | Guild Mortgage Company LLC | 3274 | St George, UT | $1.3M | 3 | 21.4% |
| #25 | Koleen Faddis | 486864 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $1.3M | 3 | 18.8% |
| #26 | Jeffrey Morrison | 978195 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $1.3M | 2 | 12.5% |
| #27 | Danielle Young | 265241 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $1.2M | 2 | 6.9% |
| #28 | Rudy Lopez | 1445333 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $1.2M | 4 | 26.7% |
| #29 | Benjamin Lemon | 71650 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $1.2M | 3 | 12.0% |
| #30 | Jennifer Jones | 247020 | American Pacific Mortgage Corporation | 1850 | Layton, UT | $1.2M | 4 | 25.0% |
| #31 | Julie Crow | 274675 | First National Mortgage, LLC | 1754736 | Spanish Fork, UT | $1.1M | 4 | 28.6% |
| #32 | Joshua Graves | 1672702 | Rockwell Mortgage LLC | 2413381 | South Jordan, UT | $1.1M | 3 | 20.0% |
| #33 | cynthia stone | 273280 | Vonk Lending LLC | 1782563 | Lehi, UT | $1.0M | 2 | 18.2% |
| #34 | Kara Steel | 1542167 | loanDepot.com, LLC | 174457 | Cottonwood Heights, UT | $1.0M | 4 | 33.3% |
| #35 | Aaron Butler | 249209 | Guaranteed Rate Affinity, LLC | 1598647 | Murray, UT | $1.0M | 2 | 20.0% |
| #36 | Anthony Eriksson | 220552 | CrossCountry Mortgage, LLC | 3029 | Pleasant Grove, UT | $1.0M | 3 | 27.3% |
| #37 | Taylor Madsen | 300284 | All Western Mortgage, Inc. | 14210 | Las Vegas, NV | $1.0M | 3 | 27.3% |
| #38 | Samuel Partridge | 23329 | CAPITAL ASSETS UTAH VALLEY, INC. | 3127 | Provo, UT | $997K | 3 | 27.3% |
| #39 | Jason Willett | 1444387 | Open Door Mortgage LLC | 2658823 | Saint George, UT | $937K | 3 | 25.0% |
| #40 | Jan Brady | 267860 | North Star Mortgage, Inc | 186708 | Farmington, UT | $925K | 1 | 7.1% |
| #41 | Stephanie Bevard | 20250 | First Colony Mortgage Corporation | 3112 | Rogers, AR | $881K | 2 | 12.5% |
| #42 | Paige Yearsley | 1592768 | Goldenwest Federal Credit Union | 440574 | Washington Terrace, UT | $880K | 3 | 23.1% |
| #43 | Spencer Stott | 134614 | Unified Lending Inc. | 1721971 | South Jordan, UT | $866K | 2 | 11.8% |
| #44 | Tiffany Leishman | 296065 | Intercap Lending Inc. | 190465 | South Ogden, UT | $844K | 2 | 16.7% |
| #45 | Jennifer Melling | 586927 | Goldenwest Federal Credit Union | 440574 | Roy, UT | $815K | 3 | 21.4% |
| #46 | Russell Wheelwright | 278120 | SecurityNational Mortgage Company | 3116 | Orem, UT | $811K | 3 | 15.0% |
| #47 | Maria Powell | 309374 | Cyprus Federal Credit Union | 666254 | West Jordan, UT | $800K | 2 | 18.2% |
| #48 | Jackie Freeman | 694112 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $794K | 2 | 12.5% |
| #49 | Candice Register | 226775 | Lifetime Home Loans, LLC | 1861406 | Layton, UT | $793K | 3 | 23.1% |
| #50 | TAYLOR RILEY | 717475 | CANYON VIEW FEDERAL CREDIT UNION | 654272 | Riverton, UT | $783K | 10 | 41.7% |
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 Volume — Utah (2023). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-volume/2023
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