Retention champions in Utah 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 Brian Cooke (World Home Loans Inc, NMLS #17866), Broch Lassig (CrossCountry Mortgage, LLC, NMLS #340314), and Amiteshwar Bhatia (Loan Factory, Inc., NMLS #1614245).
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 | Brian Cooke | 17866 | World Home Loans Inc | 2726290 | Irvine, CA | $21.0M | 42 | 71.2% |
| #2 | Broch Lassig | 340314 | CrossCountry Mortgage, LLC | 3029 | South Jordan, UT | $16.2M | 23 | 71.9% |
| #3 | Amiteshwar Bhatia | 1614245 | Loan Factory, Inc. | 320841 | San Jose, CA | $8.9M | 15 | 93.8% |
| #4 | Carter Campbell | 918947 | ALV Enterprises, Inc. | 888979 | Draper, UT | $8.3M | 16 | 84.2% |
| #5 | Jeremy Plouzek | 151251 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $8.3M | 15 | 83.3% |
| #6 | BRANDON SEARLE | 94000 | Utah Community Federal Credit Union | 407653 | Pleasant Grove, UT | $8.2M | 17 | 73.9% |
| #7 | KAREN NIELSON | 80226 | Guild Mortgage Company LLC | 3274 | Logan, UT | $8.2M | 24 | 61.5% |
| #8 | Marcus Truscott | 5979 | Diversified Financial Services, Inc. | 269254 | Draper, UT | $8.2M | 15 | 83.3% |
| #9 | James Hobson | 1514540 | UMortgage LLC | 1457759 | Bountiful, UT | $7.9M | 17 | 68.0% |
| #10 | Jeremy Smith | 13496 | Strategic Home Mortgage Limited Liability Company | 2584640 | Heber City, UT | $7.9M | 14 | 63.6% |
| #11 | Adam West | 1790355 | UMortgage LLC | 1457759 | Bountiful, UT | $7.5M | 14 | 66.7% |
| #12 | Jed Nielsen | 1830456 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $7.5M | 14 | 87.5% |
| #13 | Alexis Carter | 913654 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $7.5M | 16 | 43.2% |
| #14 | Matthew Barrett | 258528 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $7.3M | 9 | 28.1% |
| #15 | Tayler Hendricks | 1399418 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $7.1M | 12 | 70.6% |
| #16 | Nickolas Smith | 31866 | Fairway Independent Mortgage Corporation | 2289 | Draper, UT | $7.0M | 11 | 64.7% |
| #17 | Dennis Hendricks | 90634 | Intercap Lending Inc. | 190465 | Pleasant Grove, UT | $6.9M | 13 | 46.4% |
| #18 | TROY NORRIS | 315301 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $6.8M | 11 | 57.9% |
| #19 | Richard Anderton | 282670 | RIDGE HOME LOANS LLC | 1788928 | Orem, UT | $6.7M | 12 | 85.7% |
| #20 | Rebecca Staples | 912705 | SUN AMERICAN MORTGAGE COMPANY | 160265 | St George, UT | $6.7M | 12 | 41.4% |
| #21 | Eric Mabon | 1453463 | RANLife, Inc. | 3151 | Sandy, UT | $6.5M | 14 | 73.7% |
| #22 | Miles Pitcher | 103819 | Superior Lending Associates, L.C. | 3152 | Orem, UT | $6.2M | 13 | 81.3% |
| #23 | Melissa Fuller | 265339 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.1M | 11 | 55.0% |
| #24 | Jamie Cooke | 2016901 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $6.1M | 13 | 59.1% |
| #25 | Daniel Foerster | 717669 | America First Federal Credit Union | 412819 | Riverdale, UT | $6.0M | 7 | 63.6% |
| #26 | Spencer Allen | 2296408 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $5.9M | 10 | 76.9% |
| #27 | Robert Keach | 877221 | Barrett Financial Group, L.L.C. | 181106 | Chandler, AZ | $5.8M | 10 | 66.7% |
| #28 | Brett Reynolds | 65531 | Guild Mortgage Company LLC | 3274 | Vernal, UT | $5.5M | 17 | 94.4% |
| #29 | Devyn Gerber | 211359 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $5.4M | 12 | 70.6% |
| #30 | Temara Stanley | 1527290 | CITY CREEK MORTGAGE CORP. | 85855 | Draper, UT | $5.2M | 11 | 61.1% |
| #31 | John Ramsay | 270187 | My Move Mortgage, LLC | 1606597 | Sandy, UT | $5.1M | 10 | 55.6% |
| #32 | Mikelle Kap | 1943439 | Lifetime Home Loans, LLC | 1861406 | Midvale, UT | $5.1M | 8 | 72.7% |
| #33 | Christopher Hughes | 47993 | Coventry Mortgage of Utah, Inc. | 48992 | Kaysville, UT | $5.0M | 10 | 90.9% |
| #34 | Carlos Molina | 230545 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $5.0M | 9 | 81.8% |
| #35 | Jason Hassell | 1563523 | Guild Mortgage Company LLC | 3274 | South Ogden, UT | $4.9M | 12 | 70.6% |
| #36 | Alan Blood | 103895 | Capital Financial Group, Inc | 3146 | Farmington, UT | $4.9M | 10 | 76.9% |
| #37 | Ryan Harding | 269043 | WORK HARDING HOME MORTGAGE TEAM, L.L.C. | 2396714 | Lehi, UT | $4.9M | 11 | 78.6% |
| #38 | Steven DeYoung | 313292 | Trillion Mortgage, Inc. | 313391 | Murray, UT | $4.8M | 8 | 38.1% |
| #39 | Brandon Hansen | 283559 | Guild Mortgage Company LLC | 3274 | Toquerville, UT | $4.8M | 9 | 60.0% |
| #40 | Anthony VanDyke | 247102 | ALV Enterprises, Inc. | 888979 | Draper, UT | $4.7M | 9 | 50.0% |
| #41 | Sharla Ellis | 209040 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $4.6M | 8 | 36.4% |
| #42 | Stacey Dille | 225641 | United Lending Team, INC | 2273319 | Troy, MI | $4.6M | 10 | 71.4% |
| #43 | Ashlee Shipley | 1280022 | Fairway Independent Mortgage Corporation | 2289 | Salt Lake City, UT | $4.5M | 9 | 90.0% |
| #44 | Bliss Sawyer | 239608 | SECURITY HOME MORTGAGE, LLC. | 178787 | Orem, UT | $4.5M | 7 | 46.7% |
| #45 | Cory Holmes | 494844 | Zions Bancorporation, National Association | 467014 | Park City, UT | $4.3M | 3 | 30.0% |
| #46 | Travis Lemmon | 393113 | Creekside Mortgage LLC | 1623316 | Pleasant Grove, UT | $4.3M | 9 | 81.8% |
| #47 | cynthia stone | 273280 | Vonk Lending LLC | 1782563 | Lehi, UT | $4.2M | 9 | 90.0% |
| #48 | Patrick Steenburg | 162247 | American Wholesale Loans LLC | 1689830 | Salt Lake City, UT | $4.2M | 7 | 70.0% |
| #49 | Scott Phippen | 292563 | Infinity Mortgage Company LLC | 1425808 | Draper, UT | $4.1M | 9 | 81.8% |
| #50 | Keturah Varanakis | 474311 | Intercap Lending Inc. | 190465 | Cottonwood Heights, UT | $4.1M | 6 | 60.0% |