Dan Ancheta
Area Manager | NMLS# 730701
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
Location & Business Hours
Business Hours
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM
Sat
closed
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Reviews from Web
Dan was really there for us every step of the way. Helped us feel comfortable and safe. He went above and beyond to take care of us. Would recommend him to all my friends .
Dan was able to help us through our refinance during the coronavirus outbreak. This included creative problem solving and thinking outside of the box to satisfy our needs. Dan was patient and extremely on the ball. Would Recommend 100%.
Buyer had previously spoke with his bank about getting pre-approved but wasn't asked to provide them with anything up front, just given a pre-qualification and a price range. Enter Dan, asked for everything up front to get him pre-approved...
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From the beginning Dan was always professional, thorough, and available. He always made sure I was well informed/educated and knew all my options.
Always prompt and thorough responses. Kept me updated with progress. Clear on all aspects of the process.
Dan is always extremely professional, responsive, and creative!
Dan walked us through our refi from start to finish, answering all our questions along the way, and made the entire process incredibly easy. We locked in a great rate, and can't thank Dan enough for making it so smooth for us!
This is my second time working with Mr. Ancheta and both times were above expectations. Prompt to follow up. He made my to do lists for me as we progressed through refinance, helped me to fix small credit concerns which improved my APR offers....
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Everything went so smoothly. Very efficient.
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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
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Education
- Sonoma State UniversityBusiness AdministrationMaster of Business Administration (MBA)Aug 2013 -May 2015
- Sonoma State UniversityBusiness Administration and ManagementBachelor of Business Administration (BBA)Aug 2002 -Dec 2007
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