Jim Potts
Branch Manager | NMLS #227144
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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9 AM to 5 PM
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9 AM to 5 PM
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9 AM to 5 PM
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Reviews from Web
Paperwork miscommunication
Reply from Jim Potts
December 28th, 2024 09:15 PM
I appreciate your feedback, Victor. Sorry to hear about the misunderstanding related to the paperwork. We at Synergy One Lending, Inc. are always striving to improve our services. I'll take your feedback to heart and ensure we have clearer...
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No comment
Reply from Jim Potts
December 28th, 2024 09:16 PM
I'm delighted to hear that you had a positive experience with me at Synergy One Lending, Inc. Your 5-star rating means a lot. Even though you didn't leave a comment, your feedback is greatly appreciated. If you ever have any further financial...
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I guess everything, there’s so much paperwork, required documents, what needs to be signed, what needs to be sent, on and on. Anyway, Jim Potts and his crew were very helpful from beginning to end ‼️
Reply from Jim Potts
December 28th, 2024 09:16 PM
Thank you so much for the glowing review, Curtis! It's always a pleasure to hear that our efforts to simplify the process and assist with all the paperwork have been appreciated. We understand how overwhelming it can be and we're here to make...
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Jim and his team kept up posted every step of the way and helped troubleshoot issues seamlessly. This is our second transaction with Jim. We are extremely happy!
Reply from Jim Potts
December 28th, 2024 09:17 PM
Thank you for the excellent review, Marina. I'm thrilled to hear that you had a positive experience with my team and myself at Synergy One Lending, Inc. It's always a pleasure to work with you and I'm glad we could make your second transaction...
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The speed and accuracy of the process was excellent. Communication was key factor and we are extremely grateful with the whole team.
Reply from Jim Potts
December 28th, 2024 09:17 PM
I'm delighted to hear that you were pleased with the speed and accuracy of our processes, Edith. Communication is certainly a top priority for us at Synergy One Lending, Inc., and I'm glad that this was reflected in your experience. Your kind...
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From the first call to the final step, Mr. Potts and his team were very helpful with ever question we had. Jim went above and beyond so we can get the best options. We're really happy with our refinance.
Reply from Jim Potts
December 28th, 2024 09:17 PM
I'm thrilled to hear that you had a positive experience, Carlos! Your satisfaction is incredibly important to us at Synergy One Lending, Inc. It was my pleasure to guide you through each step and ensure you had the best options for your refinance....
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Jim is awesome with communication and knowledge. Makes the process painless and you feel comfortable with the process. I highly recommend Jim and his staff!!
Jim and Laurie were exceptionally responsive and helpful throughout the whole process. They always made time to answer all our questions. I highly recommend them!
Reply from Jim Potts
December 28th, 2024 09:18 PM
I'm thrilled to hear that you had such a positive experience, Cynthia! It was our pleasure to assist you throughout the process and ensure all your questions were answered. Your recommendation means a lot to us. Thank you for choosing Synergy...
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Grateful for all you've done for us
Reply from Jim Potts
December 28th, 2024 09:18 PM
Thank you for the positive feedback, George! I'm really glad to hear that you're satisfied with the work I was able to do for you. It's always my top priority to provide the best service possible to our customers at Synergy One Lending, Inc....
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Jim and Laurie were exceptionally knowledgeable and helpful! Made this transition very smooth!!!!! Very timely and courteous!
Silvia
Reply from Jim Potts
December 28th, 2024 09:18 PM
I'm thrilled to hear that you had a positive experience with us, Silvia! Your kind words about the excellent and timely service you received from Laurie and me have made our day. We strive to make every interaction smooth and efficient, so...
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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.
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Positions
- Synergy One Lending NMLS #1025894 - Branch Manager NMLS #227144Nov 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.
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