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Dan Ancheta - Area Manager | NMLS# 730701 in San Diego, CA

Dan Ancheta

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Area Manager | NMLS# 730701

Company Logo
Sonoma State University
Sonoma State University
With over 20 years of experience in the finance industry, Dan Ancheta is the President of Sequence Mortgage, a company that helps homebuyers meet their financial goals through education, empowerment, and encouragement. He is also a business...... Show More
Company Logo
Sonoma State University
Sonoma State University
Location & Business Hours
Business Hours
Tues
9 AM to 5 PM
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
Overall Ratings
4.91
(424)
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Reviews from Web
  • 5.0
    google
    E
    Edam T
    Posted on June 9th, 2026 04:49 PM
    Working with Dan and Synergy was one of the best decisions we made during the purchase of our first home. Dan was responsive, quick to act, always available and very supportive especially when it came to helping us understand the complexities...
    read more
  • 5.0
    Encompass
    E
    Edam L T
    SONOMA, CA
    Posted on June 9th, 2026 04:49 PM
    Working with Dan and Synergy was one of the best decisions we made during the purchase of our first home. Dan was responsive, quick to act, always available and very supportive especially when it came to helping us understand the complexities...
    read more
  • 5.0
    google
    K
    Kathleen M
    Posted on June 4th, 2026 07:21 PM
    Dan was phenomenal to work with. Very communicative, kept me informed and I knew I was in good hands throughout the process. His communication with the selling agent with our offer is what really stood out! So grateful I was referred to him....
    read more
  • 5.0
    Encompass
    K
    Kathleen M
    San Francisco, CA
    Posted on June 4th, 2026 04:49 PM
    Such a great communicator! I felt very well supported throughout the process .
  • 5.0
    Encompass
    R
    Randy D A
    Cotati, CA
    Posted on May 13th, 2026 06:21 PM
    Honest and easy to talk to With clear Communication.
    Reply from Dan Ancheta
    May 21st, 2026 06:21 PM
    Randy, I'm glad to hear that you found my communication clear and that I was easy to talk to. Your feedback is valued, and I strive to maintain honest and straightforward interactions. If you have any more questions or need further assistance,...
    read more
  • 4.5
    Encompass
    R
    Ryan R M
    SAN RAFAEL, CA
    Posted on April 15th, 2026 06:30 PM
    Support and availability
    Reply from Dan Ancheta
    April 23rd, 2026 06:30 PM
    Ryan, I appreciate your feedback on my support and availability. It's important to me that I am accessible and helpful throughout the process. If there's anything more I can do to assist you, please feel free to reach out.
  • 5.0
    Encompass
    M
    Megan K
    Petaluma, CA
    Posted on April 13th, 2026 10:54 PM
    Dan was fantastic to work with throughout our loan process. He was responsive, knowledgeable, and always available to answer our questions. Thanks to his hard work and guidance, we closed successfully on Friday. We highly recommend him to anyone...
    read more
    Reply from Dan Ancheta
    April 22nd, 2026 03:09 PM
    I'm pleased to hear you had a positive experience with the loan process, Megan. It's great to know my responsiveness and knowledge were helpful in achieving a successful closing. Thank you for your recommendation, and remember that I'm here...
    read more
  • 5.0
    Encompass
    J
    Jessica S
    Sonoma, CA
    Posted on April 6th, 2026 05:51 PM
    It was great working with Dan on our first home loan. Dan took the time to explain everything to us in clear terms, and Dan was a great communicator all the way through the process. We would recommend him to anyone looking for a mortgage and...
    read more
    Reply from Dan Ancheta
    April 14th, 2026 05:52 PM
    I'm grateful for your kind words, Jessica. It's appreciated to know that my explanations and communication were helpful as you navigated your first home loan. I appreciate your recommendation, and I'm glad I could assist you in understanding...
    read more
  • 5.0
    Encompass
    E
    Edward S
    Rohnert Park, CA
    Posted on April 6th, 2026 05:05 PM
    He and his team were quick and seamless! Excellent work and speed.
  • 5.0
    google
    K
    Kirsten P
    Posted on April 2nd, 2026 03:22 PM
    Dan Ancheta has received a review with 5 star rating from Kirsten P
    Reply from Owner
    April 10th, 2026 04:51 PM
    I appreciate your rating, Kirsten. Thank you for your support!
  • 10 of 424
    About
    With over 20 years of experience in the finance industry, Dan Ancheta is the President of Sequence Mortgage, a company that helps homebuyers meet their financial goals through education, empowerment, and encouragement. He is also a business coach and a frequent speaker at mortgage events and podcasts, sharing his insights and best practices on how to succeed in the competitive and dynamic market.
    Products & Services
    Mortgage Loan Officer
    FHA Home Loan
    VA Home Loan
    Jumbo Home Loan
    Mortgage Refinance
    Specialities
    Fixed Rate Mortgages
    Refinance Loans
    FHA Loans
    Purchase Loans
    VA Loans
    Jumbo Loans
    USDA Loans
    Fixed Rate Mortgage, FHA Loans, VA Loans, USDA Loans, Jumbo Loan, Purchase Loans, Refinance Loans
    399
    /850
    Search Rank Score
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    Education
    • Sonoma State University
      Business Administration
      Master of Business Administration (MBA)
      Aug 2013 -May 2015
      Sonoma State University logo
    • Sonoma State University
      Business Administration and Management
      Bachelor of Business Administration (BBA)
      Aug 2002 -Dec 2007
      Sonoma State University logo
    Memberships
    • BNI Professional Connections
    • BNI - Professional Connections Chapter
    Addresses and Serving Areas

    Year Started

    2016

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • Licensed in CA, OR, WA, NV, FL
    Achievements
    • Top1% Loan Originator - 2024
    • President's Club 2020, 2021, 2023, 2024
    Hobbies
    • CrossFit
    • Lego (AFOL)
    Disclaimer
    Synergy One Lending, Inc., NMLS 1907235 | www.nmlsconsumeraccess.org | 610 W. Ash Street, Suite 1505, San Diego, CA 92101 | (888) 995-1256 | State required licensing information: AZ BK #1006787; Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Act and the California Financing Law license; GA Residential Mortgage Licensee #70829; KS Mortgage Company License #MC.0025627 and KS Supervised Loan License #SL.0026885; MA Mortgage Lender/Broker License #MC1907235; NV Mortgage Company License #5186; Licensed by the N.J. Department of Banking and Insurance; OH Registration #RM.804609.000; Rhode Island Licensed Lender and Broker. Not affiliated with any government agency. All Loans are subject to underwriting approval. Terms and Conditions apply. Subject to change without notice. Equal Housing Opportunity.• https://s1l.com/privacy-policy/• https://s1l.com/licensing/• https://www.nmlsconsumeraccess.org/Enti-tyDetails.aspx/COMPANY/1907235