Retention champions in South Carolina this year, ranked by loan count. Powered by ChatMMI — the only fully conversational AI experience for mortgage and real estate data.
As of May 18, 2026, the top 3 include Jason Barley (Barley Mortgage, LLC, NMLS #233826), Meg Robb (CrossCountry Mortgage, LLC, NMLS #546549), and William Pender (CrossCountry Mortgage, LLC, NMLS #155518).
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 | Jason Barley | 233826 | Barley Mortgage, LLC | 1867951 | Mount Pleasant, SC | $8.5M | 17 | 70.8% |
| #2 | Meg Robb | 546549 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $6.3M | 16 | 66.7% |
| #3 | William Pender | 155518 | CrossCountry Mortgage, LLC | 3029 | Greenville, SC | $5.1M | 13 | 65.0% |
| #4 | Korbin Causey | 1514513 | CrossCountry Mortgage, LLC | 3029 | Surfside Beach, SC | $3.1M | 12 | 41.4% |
| #5 | Ethan Lane | 1381273 | Northpoint Mortgage, Inc. | 1515 | Mount Pleasant, SC | $6.2M | 11 | 55.0% |
| #5 | Caleb LeGrand | 259691 | Luminate Bank | 1281698 | Greenville, SC | $3.9M | 11 | 27.5% |
| #7 | Justin Goble | 854728 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $2.4M | 10 | 38.5% |
| #7 | Brandon Andrews | 65043 | CrossCountry Mortgage, LLC | 3029 | Mount Pleasant, SC | $1.6M | 10 | 66.7% |
| #9 | Gina Lovon | 1374880 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $2.4M | 9 | 36.0% |
| #9 | Wesley Sellew | 71583 | Renasant Bank | 402669 | Mount Pleasant, SC | $8.2M | 9 | 37.5% |
| #9 | Travis Wright | 642981 | CMG Mortgage, Inc. | 1820 | Columbia, SC | $4.1M | 9 | 64.3% |
| #12 | Henry Craven | 319961 | TD Bank NA | 399800 | Mount Pleasant, SC | $12.4M | 8 | 80.0% |
| #12 | David Krahn | 223700 | Ameris Bank | 408099 | Summerville, SC | $2.8M | 8 | 34.8% |
| #12 | Derek Goulette | 325427 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.6M | 8 | 72.7% |
| #12 | Brian Prahl | 279339 | CrossCountry Mortgage, LLC | 3029 | Lexington, SC | $3.3M | 8 | 72.7% |
| #12 | Michael Shuey | 552592 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $3.3M | 8 | 50.0% |
| #12 | Brandon Calhoun | 107812 | COUNTYBANK | 462088 | Greenville, SC | $3.0M | 8 | 72.7% |
| #12 | Dominick Pagni | 284344 | Autumn Financial Group LLC | 913283 | Campobello, SC | $4.2M | 8 | 72.7% |
| #19 | Kelly Phillips | 552587 | Fairway Independent Mortgage Corporation | 2289 | Daniel Island, SC | $2.1M | 7 | 33.3% |
| #19 | Robert Baker | 474314 | Guild Mortgage Company LLC | 3274 | Elgin, SC | $2.3M | 7 | 63.6% |
| #19 | Daniel Schneider | 1034241 | Guaranteed Rate, Inc. | 2611 | Mount Pleasant, SC | $2.6M | 7 | 63.6% |
| #19 | Sarah Baldwin | 760314 | First Reliance Bank | 411728 | Columbia, SC | $4.8M | 7 | 63.6% |
| #19 | Sean Crowley | 1207837 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.3M | 7 | 46.7% |
| #19 | Joann Terrell | 474243 | SouthState Bank, N.A. | 403455 | Mount Pleasant, SC | $4.0M | 7 | 58.3% |
| #19 | Mitchell Poe | 2054316 | Jet HomeLoans, LP | 1660135 | Charleston, SC | $2.8M | 7 | 29.2% |
| #19 | James Van Law | 1972182 | Northpointe Bank | 447490 | Grand Rapids, MI | $3.6M | 7 | 70.0% |
| #19 | Amanda Jones | 2143555 | PrimeLending, A PlainsCapital Company | 13649 | Greenville, SC | $4.6M | 7 | 58.3% |
| #28 | Lance Walters | 1161562 | Founders Federal Credit Union | 410646 | Lancaster, SC | $1.1M | 6 | 50.0% |
| #28 | Owen Edwards | 219112 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $2.1M | 6 | 60.0% |
| #28 | Lindsey Atkins | 505112 | Movement Mortgage, LLC | 39179 | Charlotte, NC | $2.0M | 6 | 40.0% |
| #28 | Hayden Hendry | 1381988 | Southern First Bank | 754127 | Greenville, SC | $2.6M | 6 | 28.6% |
| #28 | Matthew Hunter | 244437 | Assurance Financial Group, L.L.C. | 70876 | Aiken, SC | $1.5M | 6 | 40.0% |
| #28 | Amy Bandle | 582649 | Lennar Mortgage, LLC | 1058 | Charleston, SC | $1.9M | 6 | 40.0% |
| #28 | PADDI BAILEY | 414563 | Gateway First Bank | 7233 | Beaufort, SC | $3.2M | 6 | 40.0% |
| #28 | Stephanie Sellers | 454769 | Founders Federal Credit Union | 410646 | Cheraw, SC | $544K | 6 | 50.0% |
| #28 | Michael Pennington | 84937 | Carolina Mortgage Firm, Inc. | 1846053 | Fort Mill, SC | $2.8M | 6 | 60.0% |
| #28 | Kelly Stephens | 58755 | Mortgage Research Center, LLC | 1907 | Greenville, SC | $1.8M | 6 | 28.6% |
| #28 | Martha Neal | 299117 | Metro Mortgage Corporation | 296204 | Columbia, SC | $3.3M | 6 | 50.0% |
| #39 | Conor Sullivan | 1908765 | Alliance Mortgage Team, LLC | 2494277 | Summerville, SC | $1.7M | 5 | 38.5% |
| #39 | Sara Mercuri | 2170180 | South Carolina Federal Credit Union | 411731 | North Charleston, SC | $1.7M | 5 | 45.5% |
| #39 | Jason Sharon | 1281448 | Home Loans Inc | 1728740 | North Charleston, SC | $2.3M | 5 | 45.5% |
| #39 | Winfield Dougherty | 2323576 | Lennar Mortgage, LLC | 1058 | Charleston, SC | $1.5M | 5 | 45.5% |
| #39 | Mark Krueger | 358631 | LifeTree Lending, LLC. | 278417 | Easley, SC | $1.0M | 5 | 38.5% |
| #39 | Brett McDonald | 840915 | CalCon Mutual Mortgage LLC | 46375 | Charleston, SC | $3.8M | 5 | 38.5% |
| #39 | Amanda McCall | 659241 | PrimeLending, A PlainsCapital Company | 13649 | Greenville, SC | $1.2M | 5 | 16.1% |
| #39 | Alfred White | 758160 | First-Citizens Bank & Trust Company | 503941 | Charleston, SC | $2.7M | 5 | 35.7% |
| #39 | James Parker | 893617 | Gateway First Bank | 7233 | Pawleys Island, SC | $1.4M | 5 | 41.7% |
| #39 | Raymond Hammond | 71597 | CMG Mortgage, Inc. | 1820 | Columbia, SC | $1.9M | 5 | 26.3% |
| #39 | Gary Harwyn | 331391 | Movement Mortgage, LLC | 39179 | Charleston, SC | $2.0M | 5 | 45.5% |
| #39 | Lauren Foster | 346619 | Guild Mortgage Company LLC | 3274 | Columbia, SC | $1.2M | 5 | 41.7% |