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Jim Potts - Branch Manager | NMLS #227144 in San Diego, CA

Jim Potts

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Branch Manager | NMLS #227144

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There are a lot of people who are wondering if now is the right time to move or refinance their current home loan. With interest rates still favorable, a lot of homeowners have the potential to save a lot of money if they are able to secure... Show More
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Location & Business Hours
Business Hours
Fri
9 AM to 5 PM
Sat
closed
Sun
closed
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Overall Ratings
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5 Star
91%
4 Star
6%
3 Star
1%
2 Star
1%
1 Star
2%
Reviews from Web
  • Encompass
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    Yolanda C
    Heber, CA
    Posted on March 11th, 2022 12:32 AM
    .Every question was answered never did we hear anything negative we felt at ease thank you so much Jim.
    Reply from Jim Potts
    December 28th, 2024 09:10 PM
    I'm thrilled to hear that your experience with me at Synergy One Lending was so positive, Yolanda! Providing answers to all questions and ensuring a stress-free process is what I strive for. I'm grateful for your feedback and your 5-star rating....
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    Victor A K E
    Posted on March 3rd, 2022 07:59 PM
    They got important information to us very quickly. We are thankful for this lending company! It was a pleasure working with Jim and his team. We are thankful that they helped make the transition to our new home a smooth process!
    Reply from Owner
    March 5th, 2022 02:19 AM
    Thank you Victor & Kim for trusting me to handle the mortgage for your new home purchase
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    Charles A B
    Prescott Valley, AZ
    Posted on February 4th, 2022 04:28 PM
    Jim was great to work with. He knows his stuff and will guide you through the whole process from start to finish. He has been in the business for a long time. You can call him any time and he will get back to you as soon as he can. I highly...
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    Reply from Jim Potts
    December 28th, 2024 09:10 PM
    Thank you for the kind words, Charles! I'm really pleased to hear that you had a positive experience with us at Synergy One Lending, Inc. It's always our goal to ensure our clients feel guided and supported throughout the process, and it's...
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    Raul D
    Chula Vista, CA
    Posted on January 27th, 2022 06:53 AM
    Jim Potts is an excellent and effective mortage financial advisor. Thanks to his well rounded services, my wife and I were able to get the right loan to buy the house we wanted.He is an old school trustworthy and knowledgeable financial professional....
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    Reply from Jim Potts
    December 28th, 2024 09:11 PM
    I'm really glad to hear that you and your wife found the right loan for your house. Knowing that my services have directly contributed to such a major decision is incredibly rewarding. Your kind words definitely made my day, Raul. I'm always...
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    Raúl D
    Posted on January 27th, 2022 06:50 AM
    Jim Potts is an excellent and effective mortage financial advisor. Thanks to his well rounded services, my wife and I were able to get the right loan to buy the house we wanted.He is an old school trustworthy and knowledgeable financial professional....
    read more
    Reply from Owner
    January 27th, 2022 08:04 PM
    Thank you for Trusting me to be your mortgage broker and handling your home financing of the new home
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    Terry C
    Posted on January 25th, 2022 07:43 PM
    Jim Potts has received a review with 5 star rating from Terry C
    Reply from Owner
    January 26th, 2022 04:19 PM
    Terry thank you for trusting me to be your mortgage broker on the purchase of your new home. Enjoy
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    Terry C
    Posted on January 25th, 2022 07:42 PM
    Jim Potts has received a review with 5 star rating from Terry C
    Reply from Owner
    January 25th, 2022 10:32 PM
    Terry thank you very much, it was a pleasure being your trusted mortgage broker on the purchase of your new home
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    Teresa C
    Chula Vista, CA
    Posted on January 25th, 2022 07:01 PM
    This is the review I wrote for Jim & his team…you probably got an email asking for a review. The journey you and your team provided us with has been a among the most positive experiences yet; starting from the moment we reached out to you...
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    Reply from Jim Potts
    December 28th, 2024 09:11 PM
    Thank you so much, Teresa, for the glowing review. It's fantastic to hear that you had a positive experience with us at Synergy One Lending, Inc. Our aim is always to make the process as smooth and efficient as possible for our clients, and...
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    Jeanie M
    Posted on January 20th, 2022 10:17 PM
    Jim is amazing, truly. Finding our forever home was such a challenge in the crazy market we are in. Jim is patient, courteous, professional, encouraging and always there! The 3 hour time difference didn’t matter. He was so attentive throughout...
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    Reply from Owner
    January 20th, 2022 11:25 PM
    Jeanie thank your for your kind words and for trusting me to be your mortgage loan officer. My TEAM enjoyed working with you on your new home purchase, it took awhile to find the right property but you did it. Enjoy your forever home.
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    Jeanie L M
    Leesburg, FL
    Posted on January 14th, 2022 11:47 AM
    Jim is amazing, truly. Finding our forever home was such a challenge in the crazy market we are in. Jim is patient, courteous, professional, encouraging and always there! The 3 hour time difference didn’t matter. He was so attentive throughout...
    read more
    Reply from Jim Potts
    January 16th, 2022 12:25 AM
    Jeanie it was a pleasure working with you. Thank you for Trusting me to be your Mortgage Broker - Loan Officer on the purchase of your new home. It took awhile to find the right home but in the end you have an amazing new home, enjoy
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    About
    There are a lot of people who are wondering if now is the right time to move or refinance their current home loan. With interest rates still favorable, a lot of homeowners have the potential to save a lot of money if they are able to secure a home loan with a lower interest rate. There are two ways homeowners can secure a home loan with a lower interest rate. The first is to refinance. The second is to move. Which option is better? There are a few key points to keep in mind.
    Products & Services
    Mortgage Loan Officer
    FHA Home Loan
    VA Home Loan
    Jumbo Home Loan
    Specialities
    Renovation Loans
    One-Time-Close Construction Loans
    FHA
    VA
    USDA
    Investor Loans
    Conforming Fixed & Adjustable Rate
    FHA, VA & USDA
    View All
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    Positions
    • Synergy One Lending NMLS #1025894 - Branch Manager NMLS #227144
      Nov 1st, 2014 - Current

    Year Started

    1987

    Time Zone

    Pacific Standard Time (PST)
    Licenses
    • NMLS # 227144
    Hobbies
    • Traveling the world
    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