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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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Reviews from Web
  • Encompass
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    Wael A
    Santa Rosa, CA
    Posted on June 19th, 2026 08:21 PM
    simplifing the process with clear options and fast
    Reply from Dan Ancheta
    June 29th, 2026 04:46 PM
    Wael, I'm glad to hear that you found the process simplified with clear options and efficiency. It's great to know that my efforts contributed to a smoother experience for you. If you need further assistance, please feel free to reach out.
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    Holly F
    Sonoma, CA
    Posted on June 18th, 2026 02:37 AM
    Dan did an excellent job helping me secure the best terms and conditions and was able to find creative solutions. Very responsive and helpfu. wonderful job! thank you so much!!
    Reply from Dan Ancheta
    June 26th, 2026 08:50 PM
    Holly, I appreciate your kind words and I'm pleased to hear that you found my assistance valuable in securing the best terms and conditions. I'm glad the creative solutions and responsiveness were helpful to you. Thank you for trusting me with...
    read more
  • Encompass
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    Corey W
    Novato, CA
    Posted on June 17th, 2026 04:18 AM
    Dan was very responsive to every question and helped us navigate the purchase of our first house.
    Reply from Dan Ancheta
    June 25th, 2026 03:52 PM
    Corey, I'm happy to hear that my responsiveness was helpful as you navigated the purchase of your first house. It was a pleasure assisting you throughout the process. If you have any more questions in the future, feel free to reach out.
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    Denise L
    Santa Rosa, CA
    Posted on June 16th, 2026 05:29 PM
    Dan had excellent communitcation and very pleasant to work with.
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    Edam T
    Posted on June 9th, 2026 04:49 PM
    Working with Dan and Synergy was one of the best decisions we made during the purchase of our first home. Dan was responsive, quick to act, always available and very supportive especially when it came to helping us understand the complexities...
    read more
    Reply from Owner
    June 17th, 2026 04:42 PM
    Edam, I'm grateful to know that you found working with me and Synergy One Lending a positive experience during your first home purchase. It's great to hear that my responsiveness and support helped you feel comfortable and informed throughout...
    read more
  • Encompass
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    Edam L T
    SONOMA, CA
    Posted on June 9th, 2026 04:49 PM
    Working with Dan and Synergy was one of the best decisions we made during the purchase of our first home. Dan was responsive, quick to act, always available and very supportive especially when it came to helping us understand the complexities...
    read more
    Reply from Dan Ancheta
    June 17th, 2026 04:50 PM
    Edam, I'm happy to hear that you found working with me and Synergy One Lending to be one of your best decisions during the purchase of your first home. It's nice to know that my responsiveness and support helped you feel confident and well-informed...
    read more
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    Kathleen M
    Posted on June 4th, 2026 07:21 PM
    Dan was phenomenal to work with. Very communicative, kept me informed and I knew I was in good hands throughout the process. His communication with the selling agent with our offer is what really stood out! So grateful I was referred to him....
    read more
    Reply from Owner
    June 12th, 2026 06:58 PM
    Kathleen, I'm grateful to hear that you felt in good hands and that my communication stood out during the process. It was a pleasure working with you, and I'm so pleased you found the referral helpful. If you ever need anything else, please...
    read more
  • Encompass
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    Kathleen M
    San Francisco, CA
    Posted on June 4th, 2026 04:49 PM
    Such a great communicator! I felt very well supported throughout the process .
    Reply from Dan Ancheta
    June 12th, 2026 04:50 PM
    Kathleen, I'm happy to know that you felt well supported and appreciated my communication throughout the process. Your kind words mean a lot to me, and I'm here if you need any further assistance.
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    Randy D A
    Cotati, CA
    Posted on May 13th, 2026 06:21 PM
    Honest and easy to talk to With clear Communication.
    Reply from Dan Ancheta
    May 21st, 2026 06:21 PM
    Randy, I'm glad to hear that you found my communication clear and that I was easy to talk to. Your feedback is valued, and I strive to maintain honest and straightforward interactions. If you have any more questions or need further assistance,...
    read more
  • Encompass
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    Ryan R M
    SAN RAFAEL, CA
    Posted on April 15th, 2026 06:30 PM
    Support and availability
    Reply from Dan Ancheta
    April 23rd, 2026 06:30 PM
    Ryan, I appreciate your feedback on my support and availability. It's important to me that I am accessible and helpful throughout the process. If there's anything more I can do to assist you, please feel free to reach out.
  • 21–30 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