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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
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    Natalie D
    Posted on April 24th, 2024 09:29 PM
    I highly recommend Dan and his team at New American Funding. He provides excellent customer service and a truly personalized approach. Dan checked in with us frequently throughout the process to see if we had any questions or needed any help,...
    read more
  • google
    N
    Natalie D
    Posted on April 24th, 2024 09:29 PM
    I highly recommend Dan and his team at New American Funding. He provides excellent customer service and a truly personalized approach. Dan checked in with us frequently throughout the process to see if we had any questions or needed any help,...
    read more
  • Encompass
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    Marie M
    Petaluma, CA
    Posted on March 17th, 2024 03:31 AM
    We only interacted and communicated with Dan Ancheta but don't know who Nell Carson is so those answers are not really applicable. it would be great if you added an "n/a" or "other" option.Dan always responded promptly when we reached out....
    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.
  • Encompass
    D
    Daniel M
    Petaluma, CA
    Posted on March 16th, 2024 03:16 PM
    Dan made himself super available and is a great communicator. Totally on top of everything. A pleasure to work with! Everything was smooth and painless working with Dan!
    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
    M
    Marie M
    Posted on March 13th, 2024 09:05 PM
    We worked with Dan to buy our house, and I couldn’t recommend him more! He went above and beyond to help us get the right loan for us and explained everything along the way. He processed our loan paperwork extremely quickly and without any...
    read more
  • google
    M
    Marie M
    Posted on March 13th, 2024 09:05 PM
    We worked with Dan to buy our house, and I couldn’t recommend him more! He went above and beyond to help us get the right loan for us and explained everything along the way. He processed our loan paperwork extremely quickly and without any...
    read more
  • google
    R
    Russ M
    Posted on March 8th, 2024 05:27 PM
    Dan and his team helped us obtain, process and close a loan in January 2024. He and his team were easy to work with, quickly responded to calls, texts and emails, and made navigating through the qualifying, underwriting and closing process...
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  • google
    R
    Russ M
    Posted on March 8th, 2024 05:27 PM
    Dan and his team helped us obtain, process and close a loan in January 2024. He and his team were easy to work with, quickly responded to calls, texts and emails, and made navigating through the qualifying, underwriting and closing process...
    read more
  • Encompass
    B
    Brittany M H
    Placerville, CA
    Posted on February 20th, 2024 06:46 PM
    Dan picked up my call ready to work on my preapproval on a Saturday. I'm a Realtor and have a large range of choices when it comes to lenders but I'm so glad I chose Sequence Mortgage. I almost felt like I wasn't even getting a loan. The transaction...
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thanks, Brittany! I am so happy for you and your family and look forward to many more closing to celebrate together.
  • Encompass
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    Russell M
    Sonoma, CA
    Posted on January 23rd, 2024 08:22 PM
    process was made simple, communication was responsive, quick and easy
    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