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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
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM
Sat
closed
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Overall Ratings
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Reviews from Web
  • Encompass
    J
    Joaquin R
    SANTA ROSA, CA
    Posted on April 22nd, 2025 06:13 PM
    Dan And his teams attention to detail, information provided and punctuality is second to none. The overall experience has been wonderful. 5 star experience for sure. We hope to continue to be able to work with Dan and his team in the future....
    read more
    Reply from Dan Ancheta
    April 30th, 2025 06:31 PM
    Joaquin! Thank you. I'm, grateful for wonderful clients like you.
  • Encompass
    S
    Sallyann C
    Cotati, CA
    Posted on April 15th, 2025 03:17 PM
    Dan is committed to the client and the agent relationship. This specific transaction was a probate sale that took 8 months from start to finish. There were several issues outside of our control that delayed the close much longer than expected....
    read more
    Reply from Dan Ancheta
    April 30th, 2025 06:31 PM
    Thank you, Sallyann! Always love working with you and your amazing clients.
  • Encompass
    D
    David J T
    Napa, CA
    Posted on April 9th, 2025 04:06 PM
    All great
    Reply from Dan Ancheta
    April 30th, 2025 06:32 PM
    You're great, David! Appreciate you.
  • google
    S
    Sofia N
    Posted on March 24th, 2025 07:25 PM
    Dan is a fantastic mortgage broker who will go above and beyond for his clients. We are a short-term bridge lender and we have worked with many other mortgage brokers and Dan stands out as the best in the business. He has fantastic communication...
    read more
    Reply from Owner
    April 30th, 2025 06:32 PM
    Thanks, Sofia! Grateful for partners like you that make lending fun!
  • Encompass
    M
    Monica E F
    SANTA ROSA, CA
    Posted on February 28th, 2025 02:44 AM
    Dan was informative, responsive, and a pleasure to work with!
    Reply from Dan Ancheta
    April 30th, 2025 06:32 PM
    Thank you, Monica! It was a pleasure working with you, too.
  • Encompass
    C
    Carol L
    Santa Rosa, CA
    Posted on February 23rd, 2025 07:23 PM
    According to the Buyer's Agent Dan drove to meet with the Buyer in person multiple times in order to facilitate the transaction.
    Reply from Dan Ancheta
    April 30th, 2025 06:33 PM
    I sure did. We great strategy sessions to put together their home buying plan.
  • Encompass
    K
    Karen J
    Santa Rosa, CA
    Posted on February 22nd, 2025 06:52 PM
    Terrific work and response time to my questions and concerns
    Reply from Dan Ancheta
    April 30th, 2025 06:33 PM
    Thank you, Karen. It was a pleasure working with you!
  • Encompass
    R
    Robert.tomasello
    SANTA ROSA, CA
    Posted on February 18th, 2025 04:39 PM
    Great communicat and clients very happy with his service.
    Reply from Dan Ancheta
    April 30th, 2025 06:34 PM
    Thanks, Rob! Appreciate our partnership.
  • Encompass
    C
    Chelsea E I
    SANTA ROSA, CA
    Posted on February 16th, 2025 05:42 PM
    Met all expectations, great to work with
  • Encompass
    D
    Deborah J R
    Santa Rosa, CA
    Posted on December 20th, 2024 03:37 PM
    Easy to work with
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    I'm thrilled to hear that you found it easy to work with me, Deborah. Your positive feedback means a lot. Always here to provide the best service at New American Funding. If you have any other needs in the future, don't hesitate to reach out....
    read more
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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