Retention champions in Massachusetts this year, ranked by total volume. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 18, 2026, the top 3 include Andrew Marquis (CrossCountry Mortgage, LLC, NMLS #29861), Shant Banosian (Guaranteed Rate, Inc., NMLS #7206), and Maria Tang (family first mortgage group corporation, NMLS #8077).
Updated · Mortgage origination data has varying lag based on county public recording speeds.
| Rank | Loan officer | LO NMLS | Lender / Broker | Lender NMLS | Location | Retained Volume | Retained Loans | Retention Rate |
|---|---|---|---|---|---|---|---|---|
| #1 | Andrew Marquis | 29861 | CrossCountry Mortgage, LLC | 3029 | Lexington, MA | $51.4M | 63 | 57.8% |
| #2 | Shant Banosian | 7206 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $44.1M | 51 | 18.2% |
| #3 | Maria Tang | 8077 | family first mortgage group corporation | 380186 | Natick, MA | $39.1M | 69 | 88.5% |
| #4 | Jonathan Weisman | 19378 | Blue Door Mortgage, LLC | 2218 | Newton, MA | $35.3M | 40 | 78.4% |
| #5 | Savvas Fetfatsidis | 35213 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $30.2M | 48 | 76.2% |
| #6 | Elizabeth Song | 1882421 | U.S. Bank National Association | 402761 | Earth City, MO | $29.7M | 25 | 80.6% |
| #7 | Christina Trethewey | 79510 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $29.7M | 42 | 80.8% |
| #8 | Xiufang Zheng | 167669 | U.S. Bank National Association | 402761 | Earth City, MO | $26.1M | 28 | 100.0% |
| #9 | Austin Reed | 815750 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $25.7M | 34 | 87.2% |
| #10 | marcus sohn | 146252 | Leader Bank, NA | 449250 | Arlington, MA | $19.9M | 28 | 68.3% |
| #11 | Christopher Butts | 613440 | Leader Bank, NA | 449250 | Arlington, MA | $19.4M | 31 | 59.6% |
| #12 | Harinder Johar | 21464 | T2 Financial LLC | 1686046 | Milford, CT | $17.2M | 32 | 60.4% |
| #13 | Paul Archibald | 16389 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $16.6M | 21 | 75.0% |
| #14 | Rogerio Brasil | 481219 | Leader Bank, NA | 449250 | Arlington, MA | $15.2M | 23 | 62.2% |
| #15 | Keith Hapenney | 20369 | Leader Bank, NA | 449250 | Needham, MA | $14.5M | 20 | 71.4% |
| #16 | Matthew Miller | 3929 | Leader Bank, NA | 449250 | Needham, MA | $13.3M | 15 | 88.2% |
| #17 | Ross Wilson | 1535058 | Guaranteed Rate, Inc. | 2611 | Waltham, MA | $13.2M | 16 | 94.1% |
| #18 | Hongmei Wang | 616734 | Manufacturers and Traders Trust Company | 381076 | Boston, MA | $12.8M | 15 | 88.2% |
| #19 | Cynthia Gordon | 49804 | loanDepot.com, LLC | 174457 | Plymouth, MA | $12.7M | 25 | 73.5% |
| #20 | Patrick Walsh | 1047966 | Leader Bank, NA | 449250 | South Boston, MA | $12.4M | 19 | 70.4% |
| #21 | Sotirios Iliopoulos | 35532 | Guaranteed Rate, Inc. | 2611 | Boston, MA | $12.3M | 17 | 63.0% |
| #22 | Michael Bornstein | 27200 | New Fed Mortgage, Corp. | 1881 | Danvers, MA | $12.1M | 22 | 78.6% |
| #23 | Matthew Chabot | 26580 | Washington Trust Mortgage Company LLC | 901927 | Burlington, MA | $11.8M | 16 | 55.2% |
| #24 | Deborah O'Rourke | 21486 | CrossCountry Mortgage, LLC | 3029 | Newton, MA | $11.6M | 21 | 77.8% |
| #25 | Jonathan Godin | 1030297 | Leader Bank, NA | 449250 | Needham, MA | $11.5M | 18 | 94.7% |
| #26 | David Conti | 9557 | Leader Bank, NA | 449250 | Needham, MA | $11.5M | 17 | 65.4% |
| #27 | Jason Evans | 21205 | Guaranteed Rate, Inc. | 2611 | Foxborough, MA | $11.4M | 19 | 55.9% |
| #28 | Jianhua Qian | 21523 | Guaranteed Rate, Inc. | 2611 | Newburyport, MA | $11.3M | 16 | 61.5% |
| #29 | Andrew Monticone | 16851 | Leader Bank, NA | 449250 | Needham, MA | $11.3M | 21 | 67.7% |
| #30 | Allyson Kreycik | 484108 | Guaranteed Rate, Inc. | 2611 | Portsmouth, NH | $11.0M | 16 | 44.4% |
| #31 | Michael McCarthy | 176640 | Leader Bank, NA | 449250 | Arlington, MA | $10.8M | 19 | 86.4% |
| #32 | Michael Kidwell | 704428 | Leader Bank, NA | 449250 | Needham, MA | $10.7M | 20 | 51.3% |
| #33 | Gary Girolamo | 872561 | CrossCountry Mortgage, LLC | 3029 | Peabody, MA | $10.5M | 17 | 81.0% |
| #34 | George Koutsos | 29613 | CrossCountry Mortgage, LLC | 3029 | Beverly, MA | $10.3M | 18 | 52.9% |
| #35 | Craig Snell | 1816903 | Milestone Mortgage Solutions, LLC | 1815656 | New Bedford, MA | $10.2M | 23 | 48.9% |
| #36 | TREVOR MCFARLAND | 38803 | Guild Mortgage Company LLC | 3274 | Worcester, MA | $10.2M | 28 | 70.0% |
| #37 | Christopher Devin | 47305 | CrossCountry Mortgage, LLC | 3029 | Norwell, MA | $10.2M | 19 | 67.9% |
| #38 | Bryan Kurzman | 613453 | Leader Bank, NA | 449250 | Arlington, MA | $10.0M | 16 | 80.0% |
| #39 | Joseph Smith | 481139 | CrossCountry Mortgage, LLC | 3029 | Boston, MA | $10.0M | 14 | 58.3% |
| #40 | Matthew McCarthy | 165150 | Leader Bank, NA | 449250 | South Boston, MA | $9.9M | 17 | 70.8% |
| #41 | Mikhail Pipko | 20057 | Massachusetts Capital Mortgage, Corp. | 1460 | Dedham, MA | $9.8M | 14 | 77.8% |
| #42 | Greg Giokas | 441885 | Guild Mortgage Company LLC | 3274 | Boston, MA | $9.5M | 13 | 76.5% |
| #43 | Matthew Blanchard | 1314647 | Leader Bank, NA | 449250 | Arlington, MA | $9.4M | 14 | 70.0% |
| #44 | Kate Garabedian | 1834624 | Leader Bank, NA | 449250 | Needham, MA | $9.3M | 15 | 93.8% |
| #45 | Li Li | 377513 | MLD Mortgage Inc. | 1019 | Woburn, MA | $8.8M | 15 | 83.3% |
| #46 | Yale Wolf | 62965 | Guaranteed Rate Affinity, LLC | 1598647 | Boston, MA | $8.8M | 9 | 69.2% |
| #47 | Daniel Bello | 79475 | Guild Mortgage Company LLC | 3274 | Saugus, MA | $8.5M | 16 | 66.7% |
| #48 | Carla Rasetta | 1014892 | MBC Mortgage, LLC | 2527994 | Wakefield, MA | $8.4M | 12 | 70.6% |
| #49 | Jessica Celia | 1540517 | loanDepot.com, LLC | 174457 | Hanover, MA | $8.3M | 15 | 71.4% |
| #50 | Adam Moore | 156393 | Leader Bank, NA | 449250 | Marblehead, MA | $8.3M | 12 | 92.3% |