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Dan Ancheta - Area Manager | NMLS# 730701 in San Diego, CA

Dan Ancheta

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Area Manager | NMLS# 730701

Synergy One Lending, Inc. - Petaluma, CA
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
Mortgage
Mortgage Loan Officer
Company Logo
Sonoma State University
Sonoma State University
Contact Info
(888) 995-1256
San Diego, CA
https://www.sequencemortgage.com
https://www.s1l.com
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
    M
    Mike D
    Cotati, CA
    Posted on August 23rd, 2020 01:28 PM
    Always nice to work with Dan.
  • Encompass
    R
    Robert B
    Cotati, CA
    Posted on August 23rd, 2020 06:21 AM
    Dan was great to work with! He worked hard to get us the best loan possible and kept us updated every step of the way. I would highly recommend Dan to anyone in the market for a home loan!
  • Encompass
    M
    Mary F
    Sonoma, CA
    Posted on August 20th, 2020 03:17 PM
    Proactive actions by Dan. His knowledge & strategic insight. His facilitating gathering documents. Dan’s making form-signing clear, easy & quick. Dan’s keeping me apprised of the status of my mortgage application process. Dan’s quick response...
    read more
  • Encompass
    J
    Jeffrey S
    San Rafael, CA
    Posted on August 18th, 2020 03:25 PM
    Got what I needed.
  • Encompass
    D
    Daniel K
    Rohnert Park, CA
    Posted on August 16th, 2020 03:34 PM
    Dan was courteous, kind, and hardworking.
  • Encompass
    C
    Cici P
    Cotati, CA
    Posted on August 13th, 2020 09:27 PM
    I can always count on Dan to live by what he says will work! His communication skills are great and attention to detail is top of the list! Thank you Dan for all your hard work!
  • Encompass
    D
    Danielle E
    Petaluma, CA
    Posted on August 11th, 2020 07:25 PM
    Dan has helped us through a couple refinancing transactions now, each time making the process super easy and seamless. We couldn't recommend Dan enough!
  • Encompass
    T
    Thomas F
    Santa Rosa, CA
    Posted on August 11th, 2020 03:40 PM
    Everything went very smoothly!
  • Zillow
    C
    Cathy M
    Posted on August 3rd, 2020 03:52 PM
    We've done a purchase and two refis with Dan and each was painless and quickly. We're now selling our home and we selected the offer that Dan is handling the financing because we trust him to get it done and on time. We recommend Dan Ancheta...
    read more
  • Zillow
    C
    Cathy M
    Cotati, CA
    Posted on August 3rd, 2020 12:00 AM
    We've done a purchase and two refis with Dan and each was painless and quickly. We're now selling our home and we selected the offer that Dan is handling the financing because we trust him to get it done and on time. We recommend Dan Ancheta...
    read more
    • 371–380 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®?
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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
    Petaluma, CA 94954
    Other Serving Areas
    Santa Rosa, CA 95403

    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