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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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Reviews from Web
  • Encompass
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    Delaney K
    Cotati, CA
    Posted on October 5th, 2023 01:56 AM
    Dan was always available via phone and text and gave us quick answers. It felt like he was very much on our team and genuinely invested in our success in the home buying process. His knowledge of other related vendors in the area was super...
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    It is our goal to provide exceptional customer service and hope we achieved this goal with your loan experience. Thank you for your time to submit a review. We look forward to sharing your review our management team. Please keep us in mind...
    read more
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    Rachael D
    Posted on October 1st, 2023 04:18 PM
    Dan Ancheta did an amazing job during a recent transaction. He was kind, responsive, and knowledgeable. He went above and beyond for my clients during their home search. I recommended him enthusiastically.
  • Encompass
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    Coldwell B
    Cotati, CA
    Posted on October 1st, 2023 04:16 PM
    Dan was kind, responsive, and knowledgeable. He went above and beyond for my clients during their home search.
  • SFTP
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    Eileen V
    Kirkland, WA
    Posted on September 27th, 2023 07:06 PM
    While an experienced home buyer/seller Dan made this process ‘smooth as silk.’ He was always available to us for both routine & non-routine questions or needs. I feel he is a terrific asset to anyone’s team !!
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    We are pleased to know you had a great loan experience and the service you received. Should you require any further assistance, please let us know.
  • SFTP
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    Virginia M
    Kirkland, WA
    Posted on September 23rd, 2023 03:55 PM
    Ours was a unique situation , and Dan’s knowledge and experience throughout the process was greatly appreciated. He kept us informed about the status and helped us understand the reason behind some of the requests for additional documentation,...
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    We appreciate your kind words and for taking the time to write a review. Please let us know if we can be of further assistance to you.
  • SFTP
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    Kirsten P
    Port Townsend, WA
    Posted on September 6th, 2023 04:42 PM
    Dan was SO CLEAR. And careful. I literally felt like a beloved sibling happened to be brilliant and mortgaging. I was so grateful for the care, patience and follow through. You made my dream possible
    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.
  • SFTP
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    Nicola D
    Port Townsend, WA
    Posted on August 14th, 2023 06:28 PM
    Working with Dan and his team has been the best move I have made in my business! Partnering with Dan means I do not have to think twice when I hand over a client, he will care for my clients as much as I do and go the extra mile to make dreams...
    read more
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    I appreciate you Nicola! I'm proud to be your lending partner!
  • SFTP
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    Carla P
    Petaluma, CA
    Posted on August 14th, 2023 04:38 PM
    Great communication and took the lead. We did not need to chase him down for updates or lender requirements and additional addendums needed for the loan.
    Reply from Dan Ancheta
    January 16th, 2025 04:47 PM
    Thanks, Carla! So happy to be working with you.
  • SFTP
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    Ashley H
    Petaluma, CA
    Posted on July 3rd, 2023 03:46 PM
    Constant communication and always available to answer our questions and walking us through the whole process!
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    Joe B
    Posted on June 14th, 2023 05:32 PM
    Dan & New American Funding helped us buy our first house. We had lots of questions since this was our first - he was generous with his time, explored all of the options to help us decide on the best plan. High recommend :)
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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