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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
    V
    Valente C
    Santa Rosa, CA
    Posted on August 17th, 2021 06:01 PM
    The prompt communication, now a days digital information is key and Dan did a great job of keeping my family up to date Thank You
  • Encompass
    C
    Christopher M M
    Guerneville, CA
    Posted on August 14th, 2021 02:48 PM
    Dan was amazing through the whole process. He made miracles happen over and over to get our loan through and did so with excellent communication and a calming attitude even when things got stressful. I would happily work with Dan again!
  • Encompass
    G
    Greg D M
    Rohnert Park, CA
    Posted on August 12th, 2021 08:35 PM
    Efficient - met all deadlines accordingly. Also provided us with some nice new baby advice.
  • Encompass
    C
    Clifford A C
    Stockton, CA
    Posted on August 10th, 2021 06:16 PM
    Dan is extremely knowledgeable, professional and efficient. This was perhaps the best experience I've had in financial services. Dan has many resources available and is masterful in deploying them. Completed a jumbo cash-out refinance from...
    read more
  • Encompass
    J
    Jarett G S
    Windsor, CA
    Posted on August 10th, 2021 02:54 PM
    Dan is an absolute rockstar! We were on a short timeframe to get a house and Dan went above and beyond anything that I could of imagined as a first time home buyer. He was so attentive and guided us through the process and explained all of...
    read more
  • Encompass
    P
    Patricia W
    San Francisco, CA
    Posted on August 3rd, 2021 09:38 PM
    Dan was outstanding to work with; deep subject knowledge and he took the time to understand our plans and walk through multiple scenarios. The software Synergy one uses is frankly head and shoulders above what our previous big bank offered;...
    read more
  • Encompass
    J
    John M B
    Petaluma, CA
    Posted on August 2nd, 2021 01:33 PM
    Dan was a pleasure to work with and made the entire process seem easy. Highly recommend!
  • Encompass
    A
    Aaron B D
    Rohnert Park, CA
    Posted on July 29th, 2021 10:31 PM
    Dan provided everything that I needed in a very timely manor.
  • Encompass
    R
    Richard P
    San Rafael, CA
    Posted on July 26th, 2021 02:09 AM
    Dan made the process relatively easy considering the required documentation.
  • Encompass
    B
    Brendan J C
    Walnut Creek, CA
    Posted on July 23rd, 2021 08:39 PM
    Dan is awesome. First-class advice and service. Everything for which he was responsible went perfectly.
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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