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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
    D
    Derek D
    Santa Rosa, CA
    Posted on April 27th, 2020 03:11 PM
    Dan was easy to communicate with and was always accessible to answer our questions. My wife and I always felt comfortable and confident that we were in good, honest and capable hands throughout the entire process.
  • Encompass
    M
    Melinda D
    Santa Rosa, CA
    Posted on April 25th, 2020 01:41 PM
    We felt that the process was very personalized. Dan did an excellent job of communicating with us each step of the way and was always available to and for us whenever we had questions. We always felt comfortable and confident that due to the...
    read more
  • FTP
    M
    Michael F
    Petaluma, CA
    Posted on April 17th, 2020 01:32 AM
    Thanks Dan! It was a pleasure working with you again! Couldn’t ask for better assistance!!!
  • FTP
    L
    Leland F
    Petaluma, CA
    Posted on April 13th, 2020 11:58 PM
    Stunning service. Flawless execution
  • Encompass
    K
    Kevin M
    Petaluma, CA
    Posted on March 25th, 2020 01:43 PM
    Dan has always been very helpful, several years ago he helped us out a great deal by doing the first loan for our house. Following that he has advised my wife and I when he thought it was best to re finance. He has saved us boat loads of money...
    read more
  • Encompass
    A
    Andrew S
    Windsor, CA
    Posted on March 14th, 2020 03:00 PM
    Dan was always available for questions and guided us through the process. He worked seamlessly with our real estate agent to make the home-buying process as easy as possible.
  • facebook
    M
    Mary B B
    Posted on March 14th, 2020 01:36 PM
    Dan is fabulous. His follow through is impeccable. I plan to work with Dan for all my lending needs.
  • Encompass
    C
    Chelsie R
    Santa Rosa, CA
    Posted on March 13th, 2020 08:56 PM
    Dan is the best of the best! He knows what it takes to have a transaction go smoothly and efficiently. His communication is excellent! My clients rave about Dan, long after we've closed a transaction. For these reasons, Dan is an integral part...
    read more
  • Encompass
    E
    Erin M
    Petaluma, CA
    Posted on March 13th, 2020 08:21 PM
    Dan made our buying experience easy and seamless! He is knowledgeable, friendly and responsive. We found a property we weren’t expecting to have to move on so quickly, but Dan got everything lined up and ready to go right away and really went...
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  • Encompass
    J
    Joy W
    Santa Rosa, CA
    Posted on March 8th, 2020 04:08 PM
    Dan was not only friendly and personal, he was very professional, responding quickly to questions. I felt taken care of during the entire process.
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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