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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(Open now)
Sat
closed
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Overall Ratings
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Reviews from Web
  • Encompass
    N
    Nicholas W B
    Santa Rosa, CA
    Posted on February 25th, 2022 03:40 PM
    The process was quick and easy.
  • Encompass
    A
    Amina M
    San Francisco, CA
    Posted on February 23rd, 2022 05:30 PM
    This is the review that I will leave on Yelp:Dan and his team accompanied us throughout the process of buying our first home with great responsiveness and professionalism. This project of buying in San Francisco could have been stressful in...
    read more
  • Encompass
    I
    Isabelle L B
    Santa Rosa, CA
    Posted on February 22nd, 2022 04:01 PM
    We really appreciated your responsiveness and guidance and well as speed! We felt very supported and for that we are incredibly grateful!
  • Encompass
    L
    Laura P W
    Redding, CA
    Posted on February 11th, 2022 02:07 PM
    Great communication and follow up. Overall the entire process was very easy and smooth.
  • Encompass
    D
    Danielle E F
    Petaluma, CA
    Posted on February 11th, 2022 06:23 AM
    Very professional and responsive team made our refi a breeze.
  • Encompass
    M
    Michael M
    Richmond, CA
    Posted on February 7th, 2022 07:45 PM
    Fast and effective communication
  • Encompass
    G
    Giuliano D
    Santa Rosa, CA
    Posted on February 1st, 2022 04:22 AM
    Easy to communicate with. The team was great in explaining each and every aspect of the loan. Never felt like I asked a "dumb" question which made the process much easier.
  • Encompass
    J
    Joy W
    Rohnert Park, CA
    Posted on January 9th, 2022 02:17 PM
    Docusign and access to portal made the transaction easy. I was notified when the next milestone was reached or when action was required by me.
  • Encompass
    A
    Anne S
    Guerneville, CA
    Posted on December 29th, 2021 10:00 PM
    Great customer service!!
  • Encompass
    W
    William O
    Petaluma, CA
    Posted on December 18th, 2021 04:05 PM
    Kept it simple
  • 221–230 of 448
    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