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

Dan Ancheta

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Area Manager | NMLS# 730701

Synergy One Lending, Inc. - Petaluma, CA
Company Logo
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
Mortgage
Mortgage Loan Officer
Company Logo
Sonoma State University
Sonoma State University
Contact Info
(888) 995-1256
San Diego, CA
https://www.sequencemortgage.com
https://www.s1l.com
Location & Business Hours
Business Hours
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM(Open now)
Sat
closed
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Overall Ratings
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Reviews from Web
  • Encompass
    W
    Wanda Z
    Clovis, CA
    Posted on November 22nd, 2022 01:41 PM
    Dan Ancheta is professional, knowledgeable, responsive, supportive and friendly. He made what can be a very intimidating and overwhelming process easy and smooth. I would refer all my friends and family to him. Thank you, Dan!
  • Encompass
    H
    Holten T J
    Winters, CA
    Posted on October 24th, 2022 03:42 PM
    We were first time home buyers and it was awesome to work with someone that genuinely cared about us. Dan was more than willing to explain th process to us and helped us to find out what worked for us. This wouldn't have been possible without...
    read more
  • Encompass
    J
    Jama F A
    Petaluma, CA
    Posted on August 15th, 2022 06:48 PM
    Great advice and personal touches. Incredible attention to detail. “Get it done” attitude of the whole team made it happen!
  • Encompass
    J
    Jessica M C
    Novato, CA
    Posted on August 9th, 2022 08:02 PM
    As first time homebuyers, we didn't know what to expect, and Dan and his team supported us through the whole process.
  • Encompass
    M
    Matthew E C
    Novato, CA
    Posted on August 9th, 2022 11:30 AM
    Communication
  • Encompass
    G
    Gregory H
    Guerneville, CA
    Posted on July 27th, 2022 03:30 AM
    Dan and his team were communicative and clear and made the process as non disruptive as possoble
  • google
    V
    Valente C
    Posted on July 8th, 2022 09:12 PM
    We used Dan for our first Home loan and have since been using him for all our home lending needs. Thank You Dan
  • google
    V
    Valente C
    Posted on July 8th, 2022 09:12 PM
    We used Dan for our first Home loan and have since been using him for all our home lending needs. Thank You Dan
  • Encompass
    V
    Valente C
    Santa Rosa, CA
    Posted on July 7th, 2022 07:37 PM
    We haven't used anyone else since we first worked with Dan
  • Encompass
    B
    Bryce K B
    Petaluma, CA
    Posted on May 30th, 2022 07:29 PM
    It wasn't really my project, so I just wasn't involved in the process outside of the documentation
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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
    Petaluma, CA 94954
    Other Serving Areas
    Santa Rosa, CA 95403

    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