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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
View All days
Overall Ratings
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Reviews from Web
  • Encompass
    B
    Brian J P
    Petaluma, CA
    Posted on September 28th, 2021 03:56 PM
    Dan and his entire team were knowledgeable, accessible, and very helpful in guiding us through the process of buying our first home. In a very competitive market, Dan and his team helped us be prepared to come in with competitive offers, and...
    read more
  • Encompass
    C
    Camille F
    Petaluma, CA
    Posted on September 27th, 2021 06:43 PM
    Dan explained everything at the level I needed in order to understand each step of the process, and he made it all less intimidating than it could have been.
  • Encompass
    V
    Valerie A S
    Sonoma, CA
    Posted on September 24th, 2021 01:03 PM
    Dan made the whole process easy and seamless and went above and beyond
  • Encompass
    I
    Isadoranel G V
    Napa, CA
    Posted on September 24th, 2021 02:25 AM
    Dan is very personable and responded quickly with all our questions and concerns and how to proceed.
  • Encompass
    A
    Aaron K A
    Gridley, CA
    Posted on September 23rd, 2021 03:12 PM
    Everything was simple and straightforward. Everyone was nice and friendly, and responsive-if I had a question they quickly responded. That is great!
  • Encompass
    M
    Michelle S
    Fresno, CA
    Posted on September 16th, 2021 04:56 PM
    Dan is wonderful to work with and he truly illustrates excellent customer service. He is extremely knowledgeable and we will always refer him to friends and family going forward.
  • Encompass
    J
    Jorge P
    Santa Rosa, CA
    Posted on September 16th, 2021 03:20 PM
    Made the process seamless.
  • Encompass
    M
    Michael W
    Marina, CA
    Posted on September 15th, 2021 11:07 PM
    Very smooth and quick process; no hick-ups ... nothing. Very timely communication. This was my second re-fi with Dan and I would do it again if the opportunity arises.
  • Encompass
    R
    Regina J
    Petaluma, CA
    Posted on September 15th, 2021 01:31 PM
    Dan rocked our loan and was a great communicator.
  • Encompass
    R
    Robert B
    Cotati, CA
    Posted on August 29th, 2021 02:06 AM
    Dan was extremely helpful and worked hard to get me a great loan! I would highly recommend Dan and Synergy One!
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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