Retention champions in Utah in 2024, 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 Brian Cooke (World Home Loans Inc, NMLS #17866), Broch Lassig (CrossCountry Mortgage, LLC, NMLS #340314), and KAREN NIELSON (Guild Mortgage Company LLC, NMLS #80226).
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 | $27.2M | 54 | 76.1% |
| #2 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $13.3M | 18 | 48.6% |
| #3 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $10.0M | 37 | 43.0% |
| #4 | Danessa Peterson | 1960399 | Mountain America Federal Credit Union | 462815 | Sandy, UT | $9.8M | 2 | 18.2% |
| #5 | James Hobson | 1514540 | UMortgage LLC | 1457759 | Bountiful, UT | $8.6M | 17 | 53.1% |
| #6 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $8.5M | 14 | 60.9% |
| #7 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $8.0M | 16 | 47.1% |
| #8 | Jeremy Plouzek | 151251 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $7.3M | 13 | 68.4% |
| #9 | Scott Phippen | 292563 | Infinity Mortgage Company LLC | 1425808 | Draper, UT | $6.5M | 9 | 64.3% |
| #10 | Steven DeYoung | 313292 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $6.2M | 9 | 47.4% |
| #11 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.1M | 18 | 62.1% |
| #12 | Kristopher Matyas | 864775 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $5.7M | 13 | 81.3% |
| #13 | Brett Reynolds | 65531 | Guild Mortgage Company LLC | 3274 | Vernal, UT | $5.5M | 17 | 68.0% |
| #14 | Timothy Hawkes | 8785 | Cornerstone Capital Bank, SSB | 2258 | Clearfield, UT | $5.4M | 9 | 64.3% |
| #15 | Easton Adamson | 1923331 | RANLife, Inc. | 3151 | Sandy, UT | $5.4M | 17 | 100.0% |
| #16 | Russell Piggott | 611753 | Bank of Utah | 422914 | Logan, UT | $5.2M | 12 | 57.1% |
| #17 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $5.0M | 16 | 61.5% |
| #18 | Chad Knowles | 968860 | FastTrack Mortgage Inc | 1847199 | Fruit Heights, UT | $4.9M | 8 | 72.7% |
| #19 | R Browning | 220892 | Sympli Mortgage LLC | 2510464 | Draper, UT | $4.9M | 12 | 25.0% |
| #20 | Jennifer Dee | 1170024 | Bank of Utah | 422914 | Ogden, UT | $4.8M | 5 | 45.5% |
| #21 | Joshua Thomas | 314438 | First Class Home Mortgage, LLC | 1843 | South Jordan, UT | $4.7M | 9 | 42.9% |
| #22 | Carter Campbell | 918947 | ALV Enterprises, Inc. | 888979 | Draper, UT | $4.6M | 8 | 38.1% |
| #23 | Patrick Steenburg | 162247 | American Wholesale Loans LLC | 1689830 | Salt Lake City, UT | $4.5M | 12 | 60.0% |
| #24 | Blake Bench | 203340 | First Colony Mortgage Corporation | 3112 | Pleasant Grove, UT | $4.5M | 10 | 31.3% |
| #25 | Joshua Webster | 9190 | Innovative Mortgage Alliance LLC | 175407 | Mesquite, NV | $4.5M | 5 | 41.7% |
| #26 | Gary Stevens | 251021 | First Colony Mortgage Corporation | 3112 | Clearfield, UT | $4.4M | 9 | 29.0% |
| #27 | Jonathan Hasebi | 302427 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $4.3M | 5 | 45.5% |
| #28 | Brady Beyer | 1041865 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $4.1M | 10 | 45.5% |
| #29 | Bryan Pettit | 261377 | B & D Services LLC | 252287 | West Jordan, UT | $4.0M | 6 | 37.5% |
| #30 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $4.0M | 11 | 44.0% |
| #31 | Eric Mabon | 1453463 | RANLife, Inc. | 3151 | Sandy, UT | $4.0M | 6 | 42.9% |
| #32 | Tonya Froerer | 586925 | Goldenwest Federal Credit Union | 440574 | Ogden, UT | $3.9M | 10 | 55.6% |
| #33 | Dante Esquibel | 1027113 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $3.9M | 8 | 80.0% |
| #34 | Rhett Evans | 70197 | LATITUDE LENDING, LLC | 1709969 | Salt Lake City, UT | $3.9M | 4 | 28.6% |
| #35 | Benjamin Smith | 583467 | Deseret First Federal Credit Union | 403075 | Salt Lake City, UT | $3.8M | 12 | 30.0% |
| #36 | Timothy Roberts | 308603 | Bank of Utah | 422914 | Salt Lake City, UT | $3.8M | 12 | 48.0% |
| #37 | Deborah Kraft | 274532 | United Lending Team, INC | 2273319 | Troy, MI | $3.8M | 7 | 58.3% |
| #38 | Benjamin Lemon | 71650 | Direct Rate Home Loans, Inc. | 2419164 | Cottonwood Heights, UT | $3.8M | 8 | 16.0% |
| #39 | Steven Carter | 1178666 | Intercap Lending Inc. | 190465 | Murray, UT | $3.7M | 8 | 26.7% |
| #40 | Sharla Ellis | 209040 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $3.7M | 5 | 31.3% |
| #41 | Spencer Packer | 363407 | Great American Lending LLC | 201546 | Heber City, UT | $3.5M | 6 | 54.5% |
| #42 | cynthia stone | 273280 | Vonk Lending LLC | 1782563 | Lehi, UT | $3.5M | 7 | 50.0% |
| #43 | Kathleen Kassel | 323917 | SecurityNational Mortgage Company | 3116 | Salt Lake City, UT | $3.4M | 10 | 33.3% |
| #44 | Cynthia DeJong | 2133953 | American Pacific Mortgage Corporation | 1850 | Sandy, UT | $3.4M | 8 | 61.5% |
| #45 | Alexis Carter | 913654 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $3.3M | 9 | 27.3% |
| #46 | Jeffrey Morrison | 978195 | Mountain America Federal Credit Union | 462815 | West Jordan, UT | $3.3M | 8 | 50.0% |
| #47 | Christopher Chytraus | 1903218 | LoanRemedy, LLC | 1827478 | Salt Lake City, UT | $3.3M | 6 | 54.5% |
| #48 | Richard Anderton | 282670 | RIDGE HOME LOANS LLC | 1788928 | Orem, UT | $3.3M | 6 | 54.5% |
| #49 | William Farnsworth | 435310 | Bank of Utah | 422914 | — | $3.3M | 7 | 53.8% |
| #50 | Spencer Stott | 134614 | Unified Lending Inc. | 1721971 | South Jordan, UT | $3.3M | 7 | 29.2% |
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 Volume — Utah (2024). Powered by MMI public record mortgage production data, accessed May 28, 2026. https://topmortgageoriginators.com/lo-leaderboard/utah/top-retention-by-volume/2024
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