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
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9 AM to 5 PM
Fri
9 AM to 5 PM
Sat
closed
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Reviews from Web
Dan is down to earth and easy to work with from day 1! He was patient and answered our questions thoroughly. We appreciated his overall style and strategy as he helped guide us through our refinancing process. I'd recommend him to anyone looking...
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Reply from Dan Ancheta
March 20th, 2026 07:46 PM
I'm really pleased to hear you found our work together straightforward and thorough, David. Being patient and ensuring all your questions were answered is important to me, and I'm glad my approach was helpful during your refinancing process....
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Thank you Dan!
Reply from Dan Ancheta
March 16th, 2026 02:25 PM
I'm pleased I could be of help, Daniel. If you have any further questions or need assistance in the future, feel free to reach out.
Thank you for your guidance and a wonderful experienc!
Reply from Dan Ancheta
March 4th, 2026 08:59 PM
I'm grateful you had a positive experience, Antonia. If there's ever anything else I can assist you with, I'm here to help.
Great communication throughout the entire process, Dan was thorough and extremely knowledgeable and was willing to go the extra mile to make the entire experience effortless. Timely and succinct communication!!!
Reply from Dan Ancheta
March 4th, 2026 06:29 PM
Your feedback is truly appreciated, James. I'm pleased that clear communication and thoroughness made a difference in your experience. If there's anything else you need in the future, don't hesitate to reach out.
It was a great experience having Dan helping to get a house loan! Although we had a pre-approved loan, final purchase process was with a very time sensitive one. Dan was on top, timely delivering and working along realtor to adjust numbers...
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Reply from Owner
February 18th, 2026 08:42 PM
I appreciate your excellent rating, Ignacio. Your feedback is valued, and if you need any assistance or have questions in the future, feel free to reach out.
It had been hard to get a loan and Dan guided me through the process and I was able to made my wife's dream come through. Purchase a new house after many years we were saving and prepoaring for it.
Reply from Dan Ancheta
February 19th, 2026 02:23 PM
I'm glad to hear that I could assist you in making your wife's dream a reality, Ignacio. Navigating the loan process can be challenging, and I'm pleased we were able to work together towards your goal of purchasing a new house. If you have...
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Dan was great! Everything went smooth all the way to the finish line
Dan and his team played a huge role in helping our client secure a fantastic Petaluma home for her family. He quickly got our client pre-approved and underwritten, so when she found the house she wanted, our competitive loan terms set us apart...
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Reply from Owner
February 9th, 2026 07:18 PM
I'm grateful for your thoughtful feedback, Corey. It's great to know that my efforts in securing the loan terms helped your client successfully obtain her new home. Being available for guidance throughout the process is something I prioritize,...
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Dan went above and beyond to get my client set up for success before writing an offer. When it was time to pursue a great home, we were able to beat out two other offers even though our client only had a 3% down payment and we weren't the highest...
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Reply from Dan Ancheta
February 9th, 2026 04:07 PM
Your feedback is greatly appreciated, Corey. I'm pleased to know that my efforts in setting up a successful strategy helped your client secure the home despite the competitive landscape. Being consultative and available at all times is something...
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Thanks Dan, you were always available to take my calls and texts, and I really appreciate your time and attention to detail. Thanks for all your support and guidance. 5 stars! ⭐️
Reply from Owner
January 26th, 2026 06:28 PM
I'm glad to hear that my availability and attention to detail made a positive difference for you, Valerie. Supporting you through the process was a priority for me, and I'm pleased I could assist with your needs. If you have any further questions...
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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