Dan Ancheta's Cover Image
Dan Ancheta - Area Manager | NMLS# 730701 in San Diego, CA

Dan Ancheta

ClaimedPro

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
View All days
Overall Ratings
Filter by Date
Range
Filter by Rating
Reviews from Web
  • Encompass
    J
    Jacquelyn P
    Santa Rosa, CA
    Posted on September 2nd, 2020 03:31 PM
    We felt like once we got signed on, that communication was not great. Things that Dan had asked for had already been sent, our emails were not being read properly. Especially difficult were the ones for rights to our Living Trust.
  • Encompass
    C
    Caprice P
    Madera, CA
    Posted on September 2nd, 2020 01:58 PM
    Dan has great communication! He is quick, gets stuff done and has a great attitude!
  • Encompass
    S
    Shane A
    Petaluma, CA
    Posted on September 1st, 2020 03:59 PM
    Dan was excellent. Over the top. He got my loan done, having to navigate through several roadblocks along the way. I've financed and refinanced homes probably 10 times in my life. Dan has been far and away the best. I will only use Dan if I...
    read more
  • Encompass
    A
    Abhijeet D
    Cotati, CA
    Posted on September 1st, 2020 03:24 PM
    Dan is very friendly, easy to work with and a thorough professional. He was prompt in answering my questions and helpful.
  • Encompass
    J
    Jennifer T
    Rohnert Park, CA
    Posted on August 30th, 2020 02:13 AM
    We've done several Refi with Dan. Always does a great job!
  • Encompass
    P
    Philip B
    Petaluma, CA
    Posted on August 28th, 2020 03:48 PM
    Personalized service. Excellent communication and importante follow up and follow through. Trusted advice.
  • Encompass
    D
    Dara L
    Cotati, CA
    Posted on August 28th, 2020 03:22 PM
    This was our 3rd time working with Dan. He made the refi process so simple and easy to understand. As always, he was super responsive anytime we had a question. I have and always will reccomend Dan to our friends and family. He's the best and...
    read more
  • Encompass
    J
    Jonathon T
    Rohnert Park, CA
    Posted on August 26th, 2020 04:34 PM
    Dan has always been easy to work with.
  • Encompass
    L
    Lisa W
    Santa Rosa, CA
    Posted on August 24th, 2020 12:31 AM
    This was the smoothest refi I've ever had.
  • Encompass
    A
    Ann E
    Cotati, CA
    Posted on August 23rd, 2020 07:45 PM
    He explained the process really well and answered all my questions.
  • 361–370 of 448
    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®?
    Experience.com’s Search Rank Score measures a professional’s online search visibility across hundreds of key SEO attributes.
    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