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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
    D
    Daniel A
    Novato, CA
    Posted on September 22nd, 2020 11:17 PM
    Carrie Ducroux- Lee introduced Dan. He is excellent, professional and responsive. I would recommend him! Thank you Carrie.
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    R
    Ronald V
    Petaluma, CA
    Posted on September 17th, 2020 01:52 AM
    I appreciate the effort and due diligence that Dan provided with our refinance process. I will definitely recommend him to everyone I know looking to buy or refinance a home.
  • Encompass
    B
    Beverly A
    Petaluma, CA
    Posted on September 16th, 2020 02:44 PM
    Communication, easy , fast personalized
  • Encompass
    A
    Audrey F
    Petaluma, CA
    Posted on September 16th, 2020 02:20 PM
    Dan and his team made the process easy. His communication was clear at all times and his calm demeanor helped ease the entire transaction. There is no one I would turn to for lending advice before Dan.
  • Encompass
    I
    Ilene M
    Petaluma, CA
    Posted on September 6th, 2020 03:21 PM
    Easy to work with and very knowledgeable. Made it easy given the Covid situation.
  • Encompass
    C
    Carolyn E
    Petaluma, CA
    Posted on September 5th, 2020 02:59 AM
    Dan & Aliya responded quickly to all our questions, provided frequent updates on progress, kept us on track with gentle reminders, and advocated for our best interests when there were bumps in the road. I felt supported and respected throughout...
    read more
  • Encompass
    K
    Karen M
    Petaluma, CA
    Posted on September 4th, 2020 10:27 PM
    Dan gets the job done even in the most difficult times!!
  • Encompass
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    Christina T
    Cotati, CA
    Posted on September 4th, 2020 06:26 PM
    Dan and his team are great to work with! This process can be a pain, but he makes it easy!
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    M
    Mark D
    Cotati, CA
    Posted on September 4th, 2020 03:18 PM
    Working with Dan and his team is always pretty easy; this is our third time I believe. Dan is always available to help us work through the process. He genuinely cares to assist his clients with the best products that meet their personal needs....
    read more
  • Encompass
    K
    Kyle S
    Madera, CA
    Posted on September 3rd, 2020 03:05 AM
    Dan does his job plain and simple 👍👍
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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