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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
    C
    Cheryl D
    Fairfield, CA
    Posted on August 1st, 2020 11:39 PM
    Please do not use my name Dan was fantastic - easy process all the way
  • Encompass
    R
    Ryan C
    Petaluma, CA
    Posted on July 27th, 2020 11:57 AM
    Communication is great
  • Encompass
    K
    Kara M
    Healdsburg, CA
    Posted on July 26th, 2020 09:15 PM
    Dan was very communicative and responsive through the whole processes. He really helped me lock in a great rate, he worked with the closing costs to my benefit, and we were able to take care of everything remotely. I'm pretty happy!
  • Encompass
    B
    Beth A
    Geyserville, CA
    Posted on July 25th, 2020 03:14 PM
  • Encompass
    M
    Marshall R
    Petaluma, CA
    Posted on July 18th, 2020 06:12 PM
    Dan Ancheta, made all the transactions easy for us. Our expectations were fulfilled in a timely manner. We would recommend his services. Thank you.
  • Encompass
    A
    Alan A
    Petaluma, CA
    Posted on July 14th, 2020 09:16 PM
    Dan always follows up and his communication skills are fabulous. He always responded to questions very quickly. Would reccommend him to anyone.
  • Encompass
    A
    Amanda B
    Petaluma, CA
    Posted on July 14th, 2020 06:45 PM
    Very organized, great communication, worked with us, very accommodating, overall excellent!
  • Encompass
    L
    Laurelle F
    Petaluma, CA
    Posted on July 11th, 2020 05:31 PM
    Dan made everything quick, easy and convenient
  • Encompass
    J
    Julie F
    Penngrove, CA
    Posted on June 8th, 2020 02:32 PM
    My refinance situation was complicated and Dan had to navigate a lot of extra hurdles. We were able to do the entire transaction virtually during the SIP orders. Thanks to Synergy and Dan we got it done!
  • Encompass
    B
    Bryce R
    Petaluma, CA
    Posted on May 27th, 2020 03:51 PM
    After conversations with numerous lenders, none but Dan Ancheta at Synergy Lending could get my loan done. Very understanding and accommodating!
    • 381–390 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