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Dan Ancheta - Area Manager | NMLS# 730701 in San Diego, CA

Dan Ancheta

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Area Manager | NMLS# 730701

Company Logo
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
    D
    Dennis H
    Sonoma, CA
    Posted on March 23rd, 2021 06:23 PM
    Was great to work with! Very responsive with answers to all my questions and was able to go above and beyond in making the timeline fit for my situation. I felt like he was working for me and felt grateful for that.
  • Encompass
    C
    Cheryl D
    Petaluma, CA
    Posted on March 21st, 2021 04:14 AM
    Thank you Dan!
  • Encompass
    K
    Kevin E
    Petaluma, CA
    Posted on March 11th, 2021 02:10 PM
    Dan has always been my go to guy for refinancing services. This is the third time My wife and I have refinanced and each time is easier than the last. He's very friendly, answers all my questions in a timely manner, and gives me great advice....
    read more
  • Encompass
    M
    Michael C
    Petaluma, CA
    Posted on March 8th, 2021 04:41 PM
    A very smooth transaction with no drama. Thanks Dan
  • Encompass
    K
    Kathy J
    PETALUMA, CA
    Posted on March 2nd, 2021 04:02 PM
    We were working with our grandson, Colby. However, we know Dan was guiding him. We felt the loan process went as seamlessly as possible. Thank you to Dan, Colby and the rest of the staff!
  • Encompass
    J
    Jason M
    Petaluma, CA
    Posted on February 26th, 2021 12:13 PM
    Second time working with Dan was just as smooth as the first. Makes the process effortless.
  • Encompass
    J
    John D
    Windsor, CA
    Posted on February 20th, 2021 04:05 PM
    Dan strikes the right balance of professionalism, efficiency and expertise. I felt he listened to what I was looking for and worked well with me to deliver results. His communication was exactly what I needed to complete the transaction in...
    read more
  • Encompass
    D
    Duncan J
    Novato, CA
    Posted on February 19th, 2021 06:06 PM
    Dan is caring and straightforward. He works quickly and is very knowledgeable about all the options available.
  • Encompass
    R
    Raymond B
    Santa Rosa, CA
    Posted on February 17th, 2021 04:51 PM
    Dan has been a reliable, honest and thorough during our refi. He has kept us informed and up to date throughout the whole process. We would highly recommend Dan for anyones refi or new purchase.
  • Encompass
    L
    Lawrence J
    Sebastopol, CA
    Posted on February 6th, 2021 04:20 PM
    Dan makes the process quick and painless!
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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