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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
    J
    Jason M
    Petaluma, CA
    Posted on May 27th, 2020 12:53 PM
    Great communication, great service. Made the process quick and easy.
  • Encompass
    I
    Isaac A
    Petaluma, CA
    Posted on May 26th, 2020 04:44 PM
    He was there ever step.
  • Encompass
    S
    Stephen P
    Petaluma, CA
    Posted on May 26th, 2020 11:01 AM
    Dan was great. He kept us up to speed on everything going on with the mortgage process, worked with us well, and treated us awesome. It made our first home buying purchase a great experience. We would, and will, recommend Dan anytime we hear...
    read more
  • Encompass
    C
    Candace N
    Petaluma, CA
    Posted on May 25th, 2020 03:52 PM
    Fast, convenient and nice reports that were detailed. I was able to do everything remotely which helped during busy work hours.
  • Encompass
    S
    Susana V
    Petaluma, CA
    Posted on May 25th, 2020 03:51 AM
    Dan was extremely responsive with any and all inquiries we had. He answered all my questions extremely promptly, which was invaluable as a first time hoMe Owner!
  • Encompass
    B
    Brent M
    Petaluma, CA
    Posted on May 23rd, 2020 01:41 PM
    Dan communicates effectively, is prompt, lays out scenarios for his clients, and genuinely cares about those he’s helping. I’ve had nothing but positive experiences working with Dan on transactions!
  • Encompass
    M
    Mike D
    Petaluma, CA
    Posted on May 23rd, 2020 01:10 PM
    Dan did another great job for our clients. Very smooth and easy.
  • Encompass
    J
    Jess W
    Petaluma, CA
    Posted on May 21st, 2020 07:02 PM
    Dan is a true professional and puts the needs of his clients as his top priority.
  • Encompass
    M
    Michael W
    Marina, CA
    Posted on May 20th, 2020 07:25 PM
    Interacting with Dan was a very pleasant and professional experience. The loan came in with exactly the closing costs and interest rate that Dan had quoted to me in our first call.
  • Encompass
    K
    Kevin P
    Vacaville, CA
    Posted on May 20th, 2020 01:41 PM
    Dan made the whole process smooth and easy. From start to end he made sure I was on top of everything I needed.
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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