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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
    K
    Kathie M
    Santa Rosa, CA
    Posted on December 8th, 2020 03:17 PM
    Great team to work with!
  • Encompass
    E
    Elizabeth A
    Petaluma, CA
    Posted on December 8th, 2020 02:03 PM
    Thanks to Dan and Synergy One Lending for a smooth and straightforward process. From application to pre-approval to funding, Dan always had it covered. He capably guided us through the process from start to finish. And Synergy One’s online...
    read more
  • Encompass
    D
    Deborah S
    Windsor, CA
    Posted on December 3rd, 2020 02:39 AM
    Communication
  • Encompass
    M
    Michael A
    Petaluma, CA
    Posted on December 2nd, 2020 02:48 PM
    Working with Dan is honestly the BEST experience. If you want top notch service and communication every step of the way, go with Dan at Synergy One Lending.
  • Encompass
    A
    Atalea J
    Petaluma, CA
    Posted on December 1st, 2020 03:15 PM
    Professional, knowledgeable, and gets the job done. We have used his services a few times already and are very happy with him.
  • Encompass
    N
    Nicholas T
    Rohnert Park, CA
    Posted on November 30th, 2020 11:56 PM
    Dan was not only very knowledgeable about financing our home, but he was very communicative in ways that made us feel at ease. We felt comfortable asking "dumb" questions, because Dan knew that we just didn't know, but we needed to know. He...
    read more
  • Encompass
    J
    Justin M
    Windsor, CA
    Posted on November 30th, 2020 04:03 PM
    The Refi process was quick and simple. All staff we came in contact with were very helpful.
  • Encompass
    A
    Ahavah L
    San Anselmo, CA
    Posted on November 24th, 2020 08:53 PM
    Dan worked fast and efficiently to ensure everything was timely. He communicates well and made the process very smooth for my husband and I.
  • Encompass
    E
    Erin M
    Petaluma, CA
    Posted on November 17th, 2020 07:59 PM
    Dan really made the refi process easy and simple! He went out of his way to contact us regarding refinancing when the rates were very low, knowing he could save us quite a bit of money, which we greatly appreciated. In these unprecedented times,...
    read more
  • Encompass
    G
    Gregory P
    Petaluma, CA
    Posted on November 17th, 2020 07:16 PM
    Dan is the Man! Second time using his services and he has made our previous, not so enjoyable experiences with other companies, a distant memory.
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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