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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
Tues
9 AM to 5 PM
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
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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
  • google
    E
    Erika B
    Posted on October 4th, 2021 12:53 AM
    Jim and Laurie were spectacular during the recent purchase of our home. Purchasing out of State during Covid-19 was extremely difficult; but Jim and staff went above and beyond the call of duty to bring everything to a successful closure. He...
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    Reply from Owner
    November 11th, 2021 05:15 PM
    Erika thank you for trusting me to be your mortgage professional again. It is also a joy to work with you and your family
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    Daniel R H
    El Centro, CA
    Posted on September 27th, 2021 04:12 PM
    Both Jim Potts and Laurie Zimmer were quick to return calls and emails, and to answer questions. The online process was easy to work through.
    Reply from Jim Potts
    December 28th, 2024 09:13 PM
    I'm delighted to hear that you found our online process easy and efficient, Daniel. It's our priority to ensure all queries are answered swiftly and efficiently. Your positive feedback is greatly appreciated. Thank you for the 5-star rating!...
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    Peter N C
    Brawley, CA
    Posted on September 4th, 2021 09:23 PM
    Answered all questions asked and you guys were always there for us when we needed it!
    Reply from Jim Potts
    December 28th, 2024 09:13 PM
    I'm thrilled to hear about your positive experience, Peter. It's always our aim at Synergy One Lending, Inc. to be there for our clients and answer all their queries. Your 5-star rating is greatly appreciated, thank you! Looking forward to...
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    Donald W S
    El Centro, CA
    Posted on September 3rd, 2021 02:21 PM
    Thank you for all of the help
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    Eric N
    Goodyear, AZ
    Posted on September 1st, 2021 08:19 PM
    Jim and his assistant stayed on top of things. The choice for title and signing service was very questionable though. I would recommend using others for those services from now on.
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    S
    Shealyn L S
    Katy, TX
    Posted on September 1st, 2021 01:33 PM
    Jim did everything in his power to help solidify this transaction!
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    Nandie C
    Brawley, CA
    Posted on August 25th, 2021 05:06 PM
    Easy to work with. Great communication and plenty of information.
    Reply from Jim Potts
    December 28th, 2024 09:14 PM
    Thank you, Nandie. I'm glad to know that you found our communication and the information provided satisfactory. It was a pleasure serving you at Synergy One Lending, Inc. Your feedback is greatly appreciated as it helps me to continually provide...
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    George W M
    Roseburg, OR
    Posted on August 24th, 2021 03:44 PM
    Hard work and dedication would start us off. The long hours you and your staff put in. Everything went smoothly and painless. You and your staff always keep us in the loop every time something was needed from us. It goes without saying this...
    read more
    Reply from Jim Potts
    December 28th, 2024 09:14 PM
    Hi George, I'm thrilled to hear that you had a positive experience with us at Synergy One Lending, Inc.! Your feedback means a lot. Our team works tirelessly to ensure that our clients are kept in the loop and that the process is as smooth...
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    Amy R B
    Imperial, CA
    Posted on August 10th, 2021 09:08 PM
    On top of everything! Good communication.
    Reply from Jim Potts
    December 28th, 2024 09:15 PM
    Amy, I'm thrilled to hear you had such a positive experience with Synergy One Lending, Inc. Your feedback is greatly appreciated. Communication is key in our line of work, and I'm glad you found my service satisfactory. I'm always here to help...
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    Liza B
    Calexico, CA
    Posted on August 4th, 2021 07:40 PM
    Jim’s advice and expertise makes all the difference.
    Reply from Jim Potts
    December 28th, 2024 09:15 PM
    I'm thrilled to hear that you had a positive experience, Liza. Your feedback truly means a lot to me and to everyone here at Synergy One Lending, Inc. I always strive to provide the best advice and guidance for all of my clients. I'm glad to...
    read more
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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