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

Dan Ancheta

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Area Manager | NMLS# 730701

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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
Fri
9 AM to 5 PM(Open now)
Sat
closed
Sun
closed
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Overall Ratings
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5 Star
96%
4 Star
3%
3 Star
1%
2 Star
0%
1 Star
0%
Reviews from Web
  • Encompass
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    Denice T
    SANTA ROSA, CA
    Posted on October 5th, 2026 07:43 PM
    Everyone was on top of it.
    Reply from Dan Ancheta
    October 13th, 2026 07:44 PM
    I'm glad to know that everything went smoothly, Denice. It’s great to hear the team at Synergy One Lending, Inc. met your expectations.
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    John C T
    SANTA ROSA, CA
    Posted on October 3rd, 2026 07:24 AM
    The entire home-buying process was smooth and stress-free. The team was responsive, knowledgeable, and kept me informed every step of the way.
    Reply from Dan Ancheta
    October 12th, 2026 05:23 PM
    I'm happy to hear that your home-buying process was smooth and stress-free, John. It’s wonderful to know that the team and I at Synergy One Lending, Inc. were able to provide the responsive and knowledgeable service you needed.
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    S
    Samuel C
    SANTA ROSA, CA
    Posted on October 2nd, 2026 04:59 PM
    Amazing loan officer
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    Tony L
    Posted on September 25th, 2026 08:32 PM
    Fantastic experience with Dan!
    Reply from Owner
    October 5th, 2026 06:00 PM
    I'm pleased to hear you had a good experience, Tony. It's great to know that my efforts made a positive impact on your journey with Synergy One Lending, Inc.
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    Tony L
    PETALUMA, CA
    Posted on September 25th, 2026 08:31 PM
    This is the first deal I've completed with Dan. It was as professional and clean as I expected it would be based on his character and knowledge/expertise. Stellar job!
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    Sonja K C
    PETALUMA, CA
    Posted on September 22nd, 2026 05:58 PM
    Dan provided excellent reassurance, expertise, and communication throughout my lending journey! I would recommend him to others without hesitation!
    Reply from Dan Ancheta
    September 30th, 2026 05:59 PM
    I appreciate your kind words, Sonja. I'm glad to hear that my reassurance and expertise made a positive impact on your lending journey. At Synergy One Lending, Inc., ensuring clear communication is a priority, and I'm pleased to know it was...
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    Colton C
    Reno, NV
    Posted on September 16th, 2026 03:19 PM
    The Synergy One / Sequence Mortgage team is fantastic. They are very thorough and the team does a great job supporting during the process. I highly recommend using their team.
    Reply from Dan Ancheta
    September 24th, 2026 03:20 PM
    Thank you for your kind words, Colton. I'm pleased to hear that you found the Synergy One Lending, Inc. team thorough and supportive throughout the process. Your recommendation means a lot to us.
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    Jenn M
    Petaluma, CA
    Posted on September 9th, 2026 08:47 PM
    Dan was available to explain the process and answer any questions that we had along the way!
    Reply from Dan Ancheta
    September 17th, 2026 08:48 PM
    I'm thankful for your feedback, Jenn. I'm glad I could be available to explain the process and answer any questions you had. At Synergy One Lending, Inc., it's important to me that you feel supported every step of the way.
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    John G R
    MONTE RIO, CA
    Posted on September 8th, 2026 05:38 PM
    Always great working witih Dan,
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    Alexander R
    Posted on September 4th, 2026 05:37 PM
    Dan Ancheta has received a review with 5 star rating from Alexander R
    Reply from Owner
    September 14th, 2026 06:54 PM
    Thank you, Alexander, for the 5-star rating. I'm grateful for your support and trust in my services at Synergy One Lending, Inc.
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    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
    What is the 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
    Primary Serving Area
    Other 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