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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
  • Zillow
    K
    Katymfishman
    Petaluma, CA
    Posted on February 27th, 2017 12:00 AM
    We worked with Dan Ancheta at Petaluma Homes Loans to refinance our home. He was terrific and guided us through every step of the way. Dan was thorough and knowledgable, answering all of our questions with patience and kindness. He was also...
    read more
  • Zillow
    A
    Ajyellow
    Posted on February 26th, 2017 12:00 AM
    Dan Ancheta provided excellent customer service during two mortgage refinances. He was very prompt. Communication was great and ensured I got the best deal. Highly recommend.
  • Zillow
    U
    User5879002
    Rohnert Park, CA
    Posted on February 26th, 2017 12:00 AM
    Was honest, upfront, and very thorough in the loan process. Great at communicating and solving problems and resolving issues. Makes you feel like you are his #1 priority. Highly recommended.
  • Zillow
    A
    Allison S
    Santa Rosa, CA
    Posted on February 26th, 2017 12:00 AM
    Dan Ancheta provided excellent customer service during two mortgage refinances. He was very prompt. Communication was great and ensured I got the best deal. Highly recommend.
  • Zillow
    C
    Cat2112
    Posted on February 21st, 2017 12:00 AM
    I do not often give 5 star reviews as this the very highest possible rating but in this case, Dan Ancheta deserves all 5 stars. Dan was recommended by our real estate agent and was a consummate professional throughout our loan process. We enjoyed...
    read more
  • Zillow
    B
    Bronxgirl52
    Petaluma, CA
    Posted on February 21st, 2017 12:00 AM
    Dan was very professional and knowledgeable. Very helpful. Nice guy!! I highly recommend him and would definitely use his services again for my next home purchase.
  • Zillow
    J
    Javier A
    Petaluma, CA
    Posted on February 21st, 2017 12:00 AM
    If you want easy process, immediate follow up and 24/7 available cutomer service? Dan is the ... Man :-)Any process delay by third parties, he was there to pressure for us keeping us in the loop at all times.
  • Zillow
    J
    JavierAlverde
    Posted on February 21st, 2017 12:00 AM
    If you want easy process, immediate follow up and 24/7 available cutomer service? Dan is the ... Man :-) Any process delay by third parties, he was there to pressure for us keeping us in the loop at all times.
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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
    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