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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
    E
    Elizabeth A
    Petaluma, CA
    Posted on November 11th, 2020 03:18 PM
    As busy as Dan gets during your loan process, he always goes beyond to help you. He’s an absolute pleasure and very professional to work with. Made my process very easy! Thank you!
  • Encompass
    N
    Nancy E
    Petaluma, CA
    Posted on November 8th, 2020 09:02 PM
    I absolutely love Dan and his quality of work. This was our second time refinancing and he is always so helpful and wonderful. Thank you!
  • Encompass
    M
    Melissa B
    Santa Rosa, CA
    Posted on November 7th, 2020 04:22 AM
    Service beyond expectation! Dan went the extra mile to ensure my client’s needs and timelines were met without issue. He was a breath of fresh air to work with and I look forward to future transactions with him.
  • Encompass
    G
    Gina F
    Santa Rosa, CA
    Posted on November 7th, 2020 03:57 AM
    Dan did an absolute wonderful job. He kept up with all the timelines throughout the escrow. Very professional and on top of it. I would definitely recommend him. Gina
  • Encompass
    K
    Kelly J
    Santa Clarita, CA
    Posted on November 4th, 2020 06:21 PM
    I had a pleasant experience refinancing my home with Synergy 1 lending. I worked with Eric and Dan and both were prompt and courteous when answering all of my questions via email/phone (because I live in SoCal). I qualified for a great rate...
    read more
  • Encompass
    R
    Robert A
    Concord, CA
    Posted on November 4th, 2020 03:53 PM
    Everything went just fine.
  • Encompass
    C
    Christopher L
    Santa Rosa, CA
    Posted on November 3rd, 2020 03:46 PM
    Very responsive and quick!
  • Encompass
    S
    Shannon J
    Concord, CA
    Posted on November 2nd, 2020 05:31 PM
    Better communication
  • Encompass
    L
    Linda B
    Santa Rosa, CA
    Posted on November 1st, 2020 01:52 AM
    Dan was the loan agent for buyers on one of my listings. All went perfectly and both sellers and buyers were very happy at close of escrow!
  • Encompass
    M
    Melissa A
    Brighton, CO
    Posted on October 25th, 2020 01:19 PM
    Dan was awesome! He answered all of my late night questions.
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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