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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
    B
    Brandon P
    CLOVIS, CA
    Posted on October 5th, 2020 05:59 PM
    Very helpful! He was quick to respond and made sure we had all the documents or needs fulfilled.
  • Encompass
    D
    David O
    Bakersfield, CA
    Posted on October 5th, 2020 04:57 PM
    Dan is patient and methodical in his approach.
  • Encompass
    M
    Matthew P
    Novato, CA
    Posted on October 5th, 2020 03:15 PM
    Dan was able to answer all of my questions through the refinance process. I never felt as if I was making. A poor decision. He always replied promptly the same day.
  • Encompass
    T
    Thomas A
    Petaluma, CA
    Posted on October 4th, 2020 01:19 PM
    Dan's the man! Took us to closing in under 4 weeks. Always had an answer for us and quick to respond.
  • Encompass
    P
    Patricia O
    Bakersfield, CA
    Posted on October 2nd, 2020 04:34 PM
    Dan responds quickly to emails and phone calls , he kept us informed about how our application was proceeding and answered all our questions. I would not hesitate to recommend Dan to friends and colleagues ,
  • Encompass
    N
    Nicolas S
    Forestville, CA
    Posted on September 30th, 2020 07:48 PM
    Dan went above and beyond in terms of helping me through the application process he was always available for questions would explain things to me very well. I couldn't imagine using anyone else. A+
  • Encompass
    G
    George A
    Petaluma, CA
    Posted on September 29th, 2020 04:32 PM
    Dan is great! All information was communicated clearly and promptly. Above and beyond customer service. I will definitely refer others due to the ease and high quality of service.
  • Encompass
    L
    Lauren A
    Napa, CA
    Posted on September 25th, 2020 02:32 PM
    Dan makes the process easy and seamless! Thank you!
  • Encompass
    J
    Jillian A
    Rohnert Park, CA
    Posted on September 25th, 2020 04:19 AM
    Dan was great throughout this process. I would highly recommend Dan to anyone looking to purchase or Refi a home.
  • Encompass
    K
    Kenneth J
    Petaluma, CA
    Posted on September 25th, 2020 12:14 AM
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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