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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Business Hours
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9 AM to 5 PM
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
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Jim and the team worked hard for over a year to work with us on multiple properties until we settled on one. Jim had knowledge that others unfortunately didn't supply and for any investor or someone starting out a new project or a simple home...
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Reply from Jim Potts
November 24th, 2025 05:34 PM
Noel and Johanna, thank you so much for the kind words — and for hanging in there through such a long and detailed journey! Your persistence and clear vision made all the difference. It was truly a pleasure helping you navigate multiple opportunities...
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Jim and his team were wonderful, we felt supported every step of the way.
Reply from Jim Potts
November 21st, 2025 04:40 PM
Johanna, Knowing that you felt supported throughout the process means a lot to me. It was a pleasure working with you for the past year and ensuring that every step was clear and guided as you found your forever dream home. If there's anything...
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A little more communication on a personal level. The whole online process is very helpful for busy people but also a little rough for people who aren't used to doing everything virtually. The program we did involved some extra people in the...
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Reply from Jim Potts
October 20th, 2025 01:39 AM
Autumn & Joseph, Thank you so much for your thoughtful feedback and for sharing your experience with us. We’re glad to hear the online process was helpful, but we also understand how challenging it can feel when communication happens mostly...
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Communication amongst team members seemed to be lacking. Attention to detail was not the best. Process seemed to be reactive rather than proactive. We were told roughly 30-60 days for loan process , it was closer to 100 days. Everyone was polite...
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Reply from Jim Potts
August 23rd, 2025 04:43 PM
Chad thank you for taking the time to share your feedback. We truly appreciate your honesty. While I’m glad to hear our team was polite, courteous, and able to pull together to meet your closing deadline, I’m disappointed that parts of the...
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Jim is one of the most knowledgeable mortgage brokers in San Diego and imperial Valley. I have been using him for more than 20 years.
Reply from Owner
October 20th, 2025 01:54 AM
Thank you so much, Jon, for your long-standing trust and kind words. It's always rewarding to hear such positive feedback from someone who has been with me for so many years. I truly appreciate our ongoing relationship and look forward to continuing...
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Jim made the process seamless. It was a pleasure working with Jim and Rachel.
Reply from Jim Potts
June 17th, 2025 05:53 PM
I'm delighted to hear that the process was seamless for you. It was a pleasure working with you alongside Rachel. Thank you for your kind words.
Kept us up to date on the buyers loan process at every step
Reply from Jim Potts
June 14th, 2025 05:21 PM
I'm delighted to hear that you felt well-informed throughout the buyer's loan process. Keeping clients updated is a priority, and I'm glad I could assist you effectively. Thank you for your kind words.
good service thank you
Reply from Jim Potts
June 14th, 2025 05:21 PM
I'm glad to hear that you were satisfied with the service provided. Thank you for your kind words, Matt. If you need any further assistance, please feel free to reach out.
The experience was very thorough, thoughtful, and we were well informed at each step of the proces.
Reply from Jim Potts
June 14th, 2025 05:22 PM
I'm glad to hear that you felt well-informed and found the process thorough and thoughtful. It was a pleasure assisting you through each step. Thank you for your feedback, Patricia.
Worked closely with us in all phases of of loan process. Answered all questions clearly and quickly . Very professional.
Reply from Jim Potts
May 14th, 2025 09:43 PM
I'm glad to hear that you found the loan process clear and efficient. It was a pleasure working with you, and I appreciate your kind words about my professionalism. If you have any more questions or need further assistance, please feel free...
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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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