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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
  • google
    J
    Jovani P
    Posted on August 21st, 2024 10:28 PM
    Dan is incredibly patient and knowledgeable. He will make sure that you feel comfortable making an informed decision, I strongly recommend his services.
  • Encompass
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    Carie C
    Guerneville, CA
    Posted on August 9th, 2024 03:11 PM
    Dan was positive, knowledgeable, and helpful for this whole process that we were new to. He made himself available when we had questions and he felt very approachable. Originally, we wanted to go with a different person but I realtor Regina...
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thank you for sharing your experience you had with New American Funding. Customer satisfaction is our main priority and your feedback is greatly appreciated.
  • google
    B
    Brian D
    Posted on August 9th, 2024 02:17 PM
    Dan's guidance allowed me to effectively and quickly secure the loan I needed. He also gave me great ideas on how to navigate my financial goals in the future.
  • google
    B
    Brian D
    Posted on August 9th, 2024 02:17 PM
    Dan's guidance allowed me to effectively and quickly secure the loan I needed. He also gave me great ideas on how to navigate my financial goals in the future.
  • Encompass
    B
    Brian D
    Guerneville, CA
    Posted on August 9th, 2024 02:14 PM
    Dan Ancheta is what made my experience great! Dan took a hands-on approach to my loan process. This is the 5th property I have purchased in my life, so I thought I knew everything. Dan walked me through scenarios I had not previously considered....
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thank you for your time to submit a review. New American Funding loves to hear our customers enjoy what we do. Please let us know if we can be of further assistance.
  • google
    K
    Ken L
    Posted on July 16th, 2024 03:11 PM
    Dan Ancheta has received a review with 4 star rating from Ken L
  • google
    K
    Ken L
    Posted on July 16th, 2024 03:11 PM
    Dan Ancheta has received a review with 4 star rating from Ken L
  • Encompass
    K
    Kenneth J L
    West Sacramento, CA
    Posted on July 16th, 2024 03:11 PM
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    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thank you for sharing your experience you had with New American Funding. Customer satisfaction is our main priority and your feedback is greatly appreciated.
  • Encompass
    M
    Melissa M T
    Petaluma, CA
    Posted on July 7th, 2024 03:15 AM
    Be more compassionate when the process of getting a loan gets difficult. Don’t tell a client that you are going to withdraw the loan request and say again that you will cancel the loan when you know the loan is needed. Very unprofessional.
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    We sincerely apologize that your loan experience with our company was anything less than satisfactory. Please contact our Customer Service ********************* as we would like to address your concerns.
  • Encompass
    L
    Leslie B
    Vallejo, CA
    Posted on June 24th, 2024 01:43 AM
    The level of support and knowledge made the process feel effortless
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thank you for sharing your experience you had with New American Funding. Customer satisfaction is our main priority and your feedback is greatly appreciated.
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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