Kerr Branch · Loan Summary (last 6 months)
Loan Consolidation
42 de 42 loans
Loan Amount
$19.9M
42 loans
Branch Gain
$593.5k
Gross branch gain
Loan Margin
$370.7k
margin 1.9%
Average Ticket
$473.5k
Average loan amount
Origination Fee
$46.2k
Gross fee
Price Exception
$-95.78k
PE (negative)
Commissions
$-135.84k
Commissions paid
Branch Lender Fee
$-40.29k
Lender fee
Volume by Month
Originated loan amount
Margin by Month
Aggregated loan margin
Mix by Loan Purpose
Share by volume
Top Programs
Top 6 by volume
Performance by Loan Officer
Consolidated volume and margin
| Loan Officer | Loans | Volume | Margin | Margin % |
|---|---|---|---|---|
| Fernando Kerr | 15 | $5,452,352 | $105,767 | 1.9% |
| Marcos DeAquino | 7 | $5,430,800 | $96,353 | 1.8% |
| Debora Kerr | 8 | $3,777,376 | $68,358 | 1.8% |
| Alessio Mello | 8 | $2,858,731 | $54,787 | 1.9% |
| Michelle Collins | 1 | $1,495,000 | $31,099 | 2.1% |
| Jenn Oliver | 2 | $682,906 | $10,743 | 1.6% |
| Kelly Arntson | 1 | $189,000 | $3,630 | 1.9% |
Loan-level Detail
42 records · chart + table view
Amount × Margin by Officer
Each bubble = 1 loan · size = loan amount
Top 12 by Margin
Most profitable loans
| Loan # | Program | Purpose | Date | Officer | Amount | Branch Gain | PE | Comm. | Margin |
|---|---|---|---|---|---|---|---|---|---|
| 1002197245 | SG Capital Prime Connect 30 Year Fixed | Cash-Out Refinance | 2026-05-05 | Michelle Collins | $1,495,000 | $52,325 | -$7,071 | -$14,950 | $31,099 |
| 1002210634 | AmeriHome Fannie 30 Year Fixed | Purchase | 2026-06-01 | Marcos DeAquino | $584,000 | $20,440 | -$5,840 | -$9,636 | $5,759 |
| 1002305219 | AmeriHome Fannie 30 Year Fixed | Purchase | 2026-06-01 | Alessio Mello | $589,900 | $20,647 | -$4,424 | -$8,849 | $8,169 |
| 1002347072 | Redwood Aspire Expanded 30 Year Fixed | Purchase | 2026-07-17 | Marcos DeAquino | $520,000 | $18,200 | -$3,900 | -$8,580 | $6,515 |
| 1002068066 | PennyMac Fannie 30 Year Fixed | Purchase | 2026-04-30 | Debora Kerr | $832,000 | $29,120 | -$9,643 | -$8,320 | $11,952 |
| 1002159050 | Long Run Partners Near-Prime 30 Year | Purchase | 2026-02-18 | Fernando Kerr | $740,000 | $25,900 | -$5,550 | -$7,400 | $13,374 |
| 1002235558 | FHA 30 Year Fixed | Purchase | 2026-03-06 | Debora Kerr | $716,777 | $28,671 | -$6,616 | -$7,168 | $15,682 |
| 1002311592 | Long Run Partners NQM 30 Year Fixed | NoCash-Out Refinance | 2026-06-24 | Marcos DeAquino | $363,000 | $12,705 | -$2,723 | -$5,990 | $4,788 |
| 1002259853 | PennyMac Fannie 30 Year Fixed | Purchase | 2026-06-02 | Fernando Kerr | $532,976 | $18,654 | -$5,330 | -$5,330 | $8,790 |
| 1002209115 | FNBA Alt-A Premier ITIN 30 Year Fixed | Purchase | 2026-03-31 | Debora Kerr | $527,000 | $18,445 | -$8,748 | -$5,270 | $5,222 |
| 1002310922 | AmeriHome FHA 30 Year Fixed | Purchase | 2026-06-05 | Alessio Mello | $309,294 | $12,372 | — | -$4,639 | $8,527 |
| 1002130136 | Chenoa FHA 30 Year Fixed Bond | Purchase | 2026-02-23 | Fernando Kerr | $402,573 | $14,311 | -$5,688 | -$4,026 | $3,602 |
| 1002226591 | FNBA Alt-A Premier 30 Year Fixed | Purchase | 2026-03-19 | Alessio Mello | $260,400 | $9,114 | -$3,844 | -$3,906 | $2,160 |
| 1002355987 | Verus Prime Ascent 30 Yr Fixed Alt Doc | Purchase | 2026-07-08 | Fernando Kerr | $364,000 | $12,740 | -$1,820 | -$3,640 | $8,075 |
| 1002277060 | PennyMac Freddie 30 Year Fixed | Purchase | 2026-04-20 | Debora Kerr | $360,000 | $12,600 | -$2,704 | -$3,600 | $7,091 |
| 1002258390 | FHA 30 Year Fixed | Purchase | 2026-04-10 | Debora Kerr | $353,479 | $14,139 | -$3,252 | -$3,535 | $8,147 |
| 1002210704 | Freddie 30 Year Fixed | Purchase | 2026-06-04 | Marcos DeAquino | $208,000 | $7,280 | -$1,579 | -$3,432 | $3,064 |
| 1002187404 | AmeriHome Fannie 30 Year Fixed HomeReady | Purchase | 2026-02-13 | Fernando Kerr | $335,240 | $11,733 | -$2,186 | -$3,352 | $6,990 |
| 1002321668 | Verus Prime Ascent 30 Yr Fixed Alt Doc | Purchase | 2026-06-30 | Fernando Kerr | $304,800 | $10,668 | -$1,524 | -$3,048 | $6,891 |
| 1002157806 | AmeriHome Fannie 30 Year Fixed HomeReady | Purchase | 2026-04-17 | Debora Kerr | $303,905 | $10,637 | -$2,428 | -$3,039 | $5,964 |
| 1002340015 | Long Run Partners DSCR 30 Year Fixed | Cash-Out Refinance | 2026-07-08 | Alessio Mello | $202,500 | $7,088 | -$1,393 | -$3,038 | $3,452 |
| 1002219072 | FHA 30 Year Fixed | Purchase | 2026-04-29 | Fernando Kerr | $294,413 | $11,777 | -$2,208 | -$2,944 | $7,419 |
| 1002246497 | Verus Foreign National DSCR 30 Year | Purchase | 2026-05-08 | Kelly Arntson | $189,000 | $6,615 | -$945 | -$2,835 | $3,630 |
| 1002177572 | Long Run Partners NQM 30 Year Fixed | Purchase | 2026-03-03 | Fernando Kerr | $280,000 | $9,800 | -$2,800 | -$2,800 | $4,995 |
| 1002341471 | Long Run Partners NQM 30 Year Fixed | Purchase | 2026-06-18 | Fernando Kerr | $280,000 | $9,800 | -$2,100 | -$2,800 | $5,695 |
| 1002076164 | PennyMac Fannie 30 Year Fixed | Cash-Out Refinance | 2026-03-31 | Fernando Kerr | $195,000 | $6,825 | -$1,463 | -$1,950 | $4,208 |
| 1002192666 | Fannie 30 Year Fixed | Purchase | 2026-02-27 | Fernando Kerr | $176,000 | $6,160 | — | -$1,760 | $5,195 |
| 1002125689 | Brokered Jumbo 30 Year Fixed | Cash-Out Refinance | 2026-02-02 | Fernando Kerr | $525,000 | $11,520 | — | — | $10,525 |
| 1002139012 | Brokered Jumbo 30 Year Fixed | Cash-Out Refinance | 2026-02-13 | Fernando Kerr | $450,000 | $9,660 | — | — | $8,665 |
| 1002183869 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-03-10 | Fernando Kerr | $558,000 | $12,338 | — | — | $11,343 |
| 1002186605 | Brokered Jumbo 30 Year Fixed | Cash-Out Refinance | 2026-02-27 | Debora Kerr | $342,300 | $7,845 | — | — | $6,850 |
| 1002186744 | Brokered Jumbo 30 Year Fixed | Cash-Out Refinance | 2026-06-12 | Marcos DeAquino | $2,900,000 | $58,012 | — | — | $57,517 |
| 1002200277 | 2nd TD Chenoa 30 Year Forgivable | Purchase | 2026-02-23 | Fernando Kerr | $14,350 | $0 | — | — | $0 |
| 1002201144 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-03-10 | Marcos DeAquino | $232,800 | $5,191 | — | — | $4,196 |
| 1002204783 | Brokered Jumbo 30 Year Fixed | Cash-Out Refinance | 2026-05-22 | Jenn Oliver | $282,906 | $4,243 | — | — | $4,243 |
| 1002211411 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-03-10 | Alessio Mello | $481,000 | $11,631 | — | — | $10,636 |
| 1002212517 | Brokered Jumbo 3/1 CMT ARM | Purchase | 2026-04-28 | Alessio Mello | $429,387 | $10,820 | — | — | $9,825 |
| 1002212908 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-03-24 | Alessio Mello | $316,500 | $7,140 | — | — | $6,145 |
| 1002218692 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-06-24 | Alessio Mello | $269,750 | $6,367 | — | — | $5,872 |
| 1002225101 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-04-01 | Marcos DeAquino | $623,000 | $15,508 | — | — | $14,513 |
| 1002229234 | Brokered Jumbo 30 Year Fixed | Purchase | 2026-06-03 | Debora Kerr | $341,915 | $7,943 | — | — | $7,448 |
| 1002234328 | Symmetry HELOC Refinance SA | Cash-Out Refinance | 2026-05-18 | Jenn Oliver | $400,000 | $6,500 | — | — | $6,500 |