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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
    C
    Curtis W
    Prescott, AZ
    Posted on September 1st, 2020 02:52 AM
    Well, I had a little problem with the App, but that might have my fault, but no worries. Jim Potts and his, (I hope I’m saying this right), assistant, Miss Evette Aitch were incredibly helpful, so I don’t really care about the app cuz it got...
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    Reply from Jim Potts
    December 28th, 2024 09:28 PM
    I'm thrilled to hear your positive feedback, Curtis. Apologies for any inconvenience you faced with the app, and we're glad we could make the process smooth for you despite the hiccup. Your kind words about my team and I are truly appreciated....
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  • Encompass
    S
    Susan P
    Prescott, AZ
    Posted on August 28th, 2020 02:17 PM
    Jim helped bring the transaction to a successful Close of Escrow!
    Reply from Jim Potts
    December 28th, 2024 09:28 PM
    I'm glad to hear that our transaction was a success, Susan! It was a pleasure to assist you throughout the process. I strive to make every client's experience smooth and efficient, and I'm happy that you were pleased with my service. Thank...
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    M
    Marina Z
    Prescott, AZ
    Posted on August 25th, 2020 07:15 PM
    Jim and Evette were supportive and kept us informed every step of the way . There are a few glitches with the app that were a little annoying but those can be fixed.
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    Joe J
    Calexico, CA
    Posted on August 21st, 2020 03:14 PM
    Over the years I have turned to Jim and his team in San Diego and Imperial Valley for personal "complicated" loans, client transactions and advise. Here we are many years later and once again they have came through with another successful experience....
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    Reply from Jim Potts
    December 28th, 2024 09:29 PM
    Hey Joe, Thank you so much for taking the time to share your experience with us. It's always a pleasure working with you and overcoming any hurdles that come our way. We're here to ensure your mortgage process is as smooth as possible and we're...
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    G
    Gregory W
    Brawley, CA
    Posted on August 17th, 2020 03:50 AM
    Always great to work with Jim. Professional, truthful, quick to respond and a real great guy. Recommend him to all, he’ll take care of you without a problem.
    Reply from Jim Potts
    December 28th, 2024 09:29 PM
    Thanks for the glowing review, Gregory! It's always a pleasure working with you too. Your kind words motivate me to continue being professional, truthful, and responsive. I'm here to take care of your needs without any problem. Looking forward...
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    J
    Jodi L
    Brawley, CA
    Posted on August 17th, 2020 02:30 AM
    Jim and his associates were very personal and helpful. I never felt embarrassed by asking any silly questions. They always looked out for me and advised me of what my best options were to move forward. Thank you again!
    Reply from Jim Potts
    December 28th, 2024 09:29 PM
    I'm absolutely thrilled to hear that you found our interactions helpful, Jodi. It's always a priority to ensure you feel comfortable asking any questions, and I'm glad we were able to provide the guidance you needed. Your positive feedback...
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    J
    John R
    Mission Viejo, CA
    Posted on August 3rd, 2020 11:19 PM
    Jim and his team were all very knowledgeable and helpful. We could easily reach them and they always answered any question.
    Reply from Jim Potts
    December 28th, 2024 09:30 PM
    I'm thrilled to hear that you were satisfied with the service provided, John. My team and I at Synergy One Lending, Inc. strive to be knowledgeable and readily available for all our clients. We're here to help answer any questions and make...
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    Carissa H
    Brawley, CA
    Posted on August 3rd, 2020 12:23 AM
    It was an overall great experience for a first time home buying process. Open communication was key to the process as well.
    Reply from Jim Potts
    December 28th, 2024 09:30 PM
    I'm thrilled to hear that your first time home buying experience with Synergy One Lending, Inc. was a great one, Carissa! Open communication indeed plays a vital role in the process and I'm glad that we were able to meet your expectations in...
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    Lori B
    Mission Viejo, CA
    Posted on August 2nd, 2020 04:00 PM
    Good communication
    Reply from Jim Potts
    December 28th, 2024 09:34 PM
    I'm thrilled to hear that you're happy with the communication, Lori. It's my goal to make sure every client is well-informed and comfortable throughout the whole process. Thank you for taking the time to leave a review and for the 5-star rating!...
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    Valorie S
    Mission Viejo, CA
    Posted on July 30th, 2020 04:09 PM
    Communication is number 1 in my book. Thanks so much for a great experience.
    Reply from Jim Potts
    December 28th, 2024 09:35 PM
    I'm thrilled to hear that you had a great experience, Valorie. Communication is also a top priority for me, so I'm glad that aspect of our interaction stood out. Your feedback means a lot and it's great to know that our efforts at Synergy One...
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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 #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