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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
View All days
Overall Ratings
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Reviews from Web
  • Encompass
    A
    Alexander R
    Cotati, CA
    Posted on October 23rd, 2020 09:48 PM
    The team at Synergy was extremely helpful and kept me on track to get a fantastic refinance. I am especially thankful for all the hard work that Aliya Piotrkowski did in order to see it through to the end.
  • Encompass
    N
    Nikki H
    Santa Rosa, CA
    Posted on October 20th, 2020 11:04 PM
    The whole transaction was streamlined and simplified. It made the whole process of buying a home so easy and without stress. We are very satisfied.
  • Encompass
    C
    Cherie C
    Cotati, CA
    Posted on October 20th, 2020 10:52 PM
    Dan was able to help the buyers get the best loan for their specific needs. He's knowledgeable and explains things well.
  • Encompass
    S
    Susanta S
    Santa Rosa, CA
    Posted on October 20th, 2020 07:04 PM
    Seasoned and experienced in the field so it was very smooth transaction. With out short deadline, everything was handled and managed swiftly.
  • Encompass
    C
    Carmen B
    Concord, CA
    Posted on October 17th, 2020 05:32 PM
    The excellent communication I received from Aliya. She kept me updated on every single step. She’s the best communicator and would strongly recommend her.
  • Encompass
    C
    Christina G
    Santa Rosa, CA
    Posted on October 15th, 2020 01:19 PM
    Even though the appraisal was really late coming in, you were still able to get us closed on time! Thank you.
  • Encompass
    N
    Norma M
    Santa Rosa, CA
    Posted on October 14th, 2020 05:42 PM
    Thank you Dan for helping us to get our home sweet home! You’re amazing!
  • Encompass
    J
    Julio C
    Santa Rosa, CA
    Posted on October 11th, 2020 05:28 PM
    Great follow through, on top of the process
  • Encompass
    D
    Deborah A
    Willits, CA
    Posted on October 6th, 2020 06:10 PM
    This team went above and beyond! They were efficient, knowledgeable, and very responsive to all questions. Thank you!
  • Encompass
    B
    Barry P
    Santa Rosa, CA
    Posted on October 5th, 2020 07:02 PM
    The access to Aliya Piotrkowski The immediate response to questions and queries The rates procured The ability to adjust as conditions changed or varied The ease of communications, both personal and digital
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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