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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
    E
    Elizabeth R B
    Petaluma, CA
    Posted on May 24th, 2022 04:06 PM
    Painless and prompt communications plus hand holding as needed😉
  • Encompass
    D
    David S W
    Oakland, CA
    Posted on May 23rd, 2022 01:53 PM
    Personable and helpful, Dan and his team earned our trust with exceptional service.
  • Encompass
    A
    Andrew N K
    Petaluma, CA
    Posted on May 9th, 2022 02:05 PM
    Dan and his team were very helpful keeping us informed and on track with our loan. It was great working with a team that was familiar with our area and could partner with our agent to stay competitive as possible!
  • Encompass
    M
    Mark M
    Santa Rosa, CA
    Posted on April 30th, 2022 03:34 PM
    Dan and his team were true professionals! We appreciated his approach to helping us find financial options that fit our needs. It is very evident that Dan and his team care about their clients; and they made us feel comfortable every step of...
    read more
  • Encompass
    S
    Sabrina K
    Santa Rosa, CA
    Posted on April 30th, 2022 12:29 PM
    Thanks for everything!
  • Encompass
    M
    Mary M W
    Petaluma, CA
    Posted on April 12th, 2022 05:43 PM
    Efficiency was fantastic!
  • Encompass
    C
    Connor D
    Sebastopol, CA
    Posted on April 5th, 2022 04:06 PM
    Great communication. Nancy was wonderful to work with
  • Encompass
    M
    Meggan E
    Rohnert Park, CA
    Posted on April 4th, 2022 11:50 PM
    Thank you for helping us with our first home, and being so relatable and helpful!
  • Encompass
    M
    Mark S H
    Jenner, CA
    Posted on March 28th, 2022 03:54 PM
    Fast, friendly, and good communication
  • Encompass
    J
    John D
    Jenner, CA
    Posted on March 28th, 2022 03:16 PM
    Prompt turnaround, pleasant to deal with staff.
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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