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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
    M
    Maureen O
    Petaluma, CA
    Posted on December 18th, 2021 03:09 PM
    Dan made the entire process seamless. He’s experienced, professional, friendly & he communicated throughout the process. He anticipated all of our needs well ahead of time.
  • Encompass
    A
    Aohoovaan R F C
    Ukiah, CA
    Posted on November 17th, 2021 01:45 PM
    How fast the process went and the doc u sign. I had to to sign stuff in a crunch while I was at work they made it so much easier.
  • Encompass
    C
    Carla B
    Sausalito, CA
    Posted on November 15th, 2021 10:38 PM
    the efficiency and knowledge of their staff. thank you!
  • Encompass
    S
    Soonmyo W
    Petaluma, CA
    Posted on November 15th, 2021 02:57 PM
    timely and professional
  • Encompass
    A
    Amanda L P
    Novato, CA
    Posted on November 6th, 2021 02:14 PM
    Responsiveness of the team.
  • Encompass
    S
    Stephanie W F
    San Francisco, CA
    Posted on November 5th, 2021 09:06 PM
    Communication was not transparent- in fact I still have unanswered questions. Lack of personal responsibility/accountability. No stated boundaries on work hours and rarely directly answered questions. Put us in numerous uncomfortable personal...
    read more
  • Encompass
    Y
    Yasmim Y
    Santa Rosa, CA
    Posted on November 5th, 2021 03:21 PM
    Great communication
  • Encompass
    E
    Elizabeth C W
    Santa Rosa, CA
    Posted on October 21st, 2021 08:39 PM
    We were somewhat difficult clients to work with because we were very specific about our needs, but also had many questions and concerns throughout the loan process. Dan was superb during every step of the process to reassure and guide us. His...
    read more
  • Encompass
    A
    Amanda M
    El Cerrito, CA
    Posted on September 30th, 2021 11:32 PM
    Communication was clear and timely. I received support and excellent guidance every step of the way.
  • Encompass
    S
    Sylvia M W
    Marina, CA
    Posted on September 28th, 2021 11:08 PM
    Thank you! The process was much smoother
  • 231–240 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