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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
Sat
closed
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Overall Ratings
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Reviews from Web
  • Encompass
    K
    Kunhui T
    Petaluma, CA
    Posted on May 24th, 2021 03:14 PM
    More consistent and transparent
  • Encompass
    J
    Joseph M
    Napa, CA
    Posted on May 18th, 2021 02:49 PM
    You were always there for my questions and keeping me in the loop even on weekends Excellent Job !!!!!
  • Encompass
    H
    Heather G
    Petaluma, CA
    Posted on May 18th, 2021 02:02 PM
    Dan was one of the best lenders I have worked with from client communications, customer service, execution and setting realistic expectations. He saved a deal and was able to provide top notch service, had amazing follow through, and was an...
    read more
  • Encompass
    A
    Adam J
    Petaluma, CA
    Posted on May 18th, 2021 01:36 PM
    We brought Dan is as a last minute replacement while in dire need of an all-star loan officer. Dan exceeded every expectation imaginable! Dan demonstrated every trait you’d expect in a good loan officer, and he was also empathetic to our needs,...
    read more
  • Encompass
    R
    Rebecca E
    Petaluma, CA
    Posted on May 15th, 2021 01:19 PM
    We came to Dan in a panic on the recommendation of our sellers agent. We were immediately comforted by his level of organization, communication and ability to coordinate all of the documents required to get us back on track and able to maintain...
    read more
  • Encompass
    J
    Jonathan B
    The Sea Ranch, CA
    Posted on May 10th, 2021 10:51 PM
    The superb quality of the end result. A successful conclusion to a beneficial transaction. We got exactly what we wanted.
  • Encompass
    A
    Anthony K
    Petaluma, CA
    Posted on April 27th, 2021 04:16 PM
    Loan amount was progressively reduced as underwriting proceeded, including final change due to a K-1 for an investment which will never require further cashFinal signing included numerous duplicate and even, I think,one triplicate document...
    read more
  • Encompass
    R
    Richard D
    Santa Rosa, CA
    Posted on April 16th, 2021 03:29 PM
    Responsive, he helped us prepare for the moment when we could pull the trigger (after a house purchase) by filling out the paperwork, and getting ready. So the result was faster than expected once we were ready to do the actual refinance.
  • Encompass
    R
    Rose A
    Petaluma, CA
    Posted on April 14th, 2021 12:38 PM
    your prompness
  • Encompass
    T
    Tina Q
    Santa Rosa, CA
    Posted on April 13th, 2021 04:45 PM
    Dan was the best. He was super patient with us while we tried to get our other loan settled, and then managed to move with lightening speed once we were ready. This has been a crazy environment for trying to buy a house with so much competition...
    read more
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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