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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closed
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closed
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Reviews from Web
All my questions were answered in a timely manner, the information provided was exhaustive, and Jim was a real nice guy, as always.
Reply from Jim Potts
December 28th, 2024 09:25 PM
I'm pleased to hear that you found our interactions satisfactory, Ronald. Making sure all your questions are answered and providing comprehensive information is my top priority. It's always a pleasure to assist you. Thank you for choosing Synergy...
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Very professional and constant communication and detail to each step of the process. Easy to work with Jim and his staff. Would highly recommend. Thank you Jim for your excellent assistance in the refinancing of my home.
Reply from Jim Potts
December 28th, 2024 09:25 PM
Thank you so much for the glowing review, Rosemary. I'm delighted to hear that you found our communication and attention to detail up to the mark. Your recommendation means a lot to us here at Synergy One Lending, Inc. It was a pleasure assisting...
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The overall experience was great. Everyone was helpful as well.
Every step was explained and professionally completed quickly! Jim and Evette were always available if I had a question. I explicitly trusted Jim because I have had business with him previously!
Thank you !
Reply from Jim Potts
December 28th, 2024 09:26 PM
I'm thrilled to hear that you had a positive experience, Cheryl! It was absolutely a pleasure to assist you again. Both Evette and I are always here to answer any questions you may have. Thank you for your kind words and your trust in us at...
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When I first spoke to Jim Potts, he was quick to send me the link to start my application process. From there Jim and his team were keeping me posted on their process and what the next steps would be and what I needed to get or do so they could...
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Reply from Jim Potts
December 28th, 2024 09:26 PM
Hi Barbara, Thank you for your fantastic review! I'm delighted to hear that you had a positive experience with us at Synergy One Lending, Inc. Ensuring our clients are comfortable, informed, and confident throughout the loan process is our...
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Mr. Jim Potts was very professional and guided us through the loan process with excellence. He also empathized with us during this stressful process. My husband and I are grateful to have done business with him. I feel like he definitely cares...
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Prompt, informative and honest answers to my questions. Speedy processing of documents. The synergy one app and portal made it easy to upload documents and see checklist items.
Reply from Jim Potts
December 28th, 2024 09:26 PM
I'm thrilled to hear that you found our process to be prompt and informative, Andrew. Your feedback is greatly appreciated and it was my pleasure to assist you. I'm glad that the Synergy One app and portal enhanced your experience and made...
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Jim was great and helped me out a lot. One his associates lacked the same communicative skills and know-how that put a slight crimp in the process, but overall I was highly satisfied.
Reply from Jim Potts
December 28th, 2024 09:27 PM
Christopher, thank you for your feedback and the perfect rating. I'm glad to hear that you were satisfied with the service. I apologize for any inconvenience caused due to the lack of communication from one of my associates. We're continuously...
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hi
Evette, your services are exceptional, thank you for guiding me thur the process.
Reply from Jim Potts
December 28th, 2024 09:27 PM
I'm delighted to hear that you found our services exceptional, Elva. It was a pleasure guiding you through the process. Your positive feedback means a lot, and it's wonderful to know that our efforts at Synergy One Lending, Inc., are appreciated...
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Jim and his team are great. I always knew where in the process we were and what to expect next. They offered several options and were patient with my many questions. I have already referred them to a friend.
Reply from Jim Potts
December 28th, 2024 09:28 PM
Thank you so much, Lora, for the five-star rating and the wonderful review! I'm pleased to hear you appreciated the clear communication and patience of our team here at Synergy One Lending, Inc. That's exactly the kind of service we aim to...
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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
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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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