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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Reviews from Web
Jim is so easy to work with! This was our second time using his services!
Reply from Jim Potts
February 3rd, 2025 10:51 PM
Wow, Riley! A second time – that means a lot to me. Thanks so much for the kind words and the five stars. It's always a pleasure working with you and helping you achieve your homeownership goals. I appreciate the continued trust.
Every indication from my perspective was that Jim and team did not take ownership to complete the process. Requests for documentation that could have all been outline from the beginning (which I in fact requested and got only 'this the next...
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Reply from Jim Potts
January 14th, 2025 06:11 PM
Hi Daniel, I'm really sorry to hear about your recent experience. It's important to me that our customers are more than satisfied and I would like to resolve this issue immediately. I understand your disappointment, and I apologize for any...
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.....VVVVF
Reply from Jim Potts
December 28th, 2024 08:58 PM
Thanks so much for the stellar rating, Jose! I'm thrilled to hear that you had a positive experience with Synergy One Lending, Inc. Your feedback means a lot and helps us to keep improving our services. Feel free to reach out if you have any...
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Jim was awesome from beginning to end, great follow up, communication and doing his job very well
Reply from Jim Potts
December 13th, 2024 08:19 PM
It's wonderful to hear such positive feedback, Karen. Thank you for the glowing review and for the perfect rating! I'm thrilled to know that my communication style and follow-up met your expectations. It's always my goal to provide the best...
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Jim's level of expertise, experience, and communication are unparalleled. He is the consummate professional.
Reply from Jim Potts
December 13th, 2024 09:03 PM
Thank you for such a glowing review, Ronda! I'm really glad to hear that my expertise, experience, and communication met your expectations. Providing unparalleled service is something I strive for at Synergy One Lending, Inc., so I'm glad to...
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It probably would have been much better if the Jim wouldn't have argued with us and insinuated we were to blame for all the errors. Jim also did not show any considerations for my disabilities. Last, I give credit to Julie Parsons for stepping...
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Reply from Jim Potts
December 11th, 2024 02:45 AM
Dear Kiper,
Thank you for sharing your feedback. I understand how challenging and frustrating the past two years must have been for you, especially given the complexities of securing a renovation loan and the additional hurdles that came with...
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Jim was always good at giving great advice on ways to make the process smooth. Always did a great job on preparing up for the process as well as explain all options available. Was very quick to respond to our questions. He never stopped taking...
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Reply from Owner
October 31st, 2024 05:33 PM
Thank you for your wonderful review, Sean! We're delighted to hear about your positive experience with Jim. His dedication to providing excellent support and guidance is truly commendable. Your feedback means a lot to us, and we look forward...
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Jim was always good at giving great advice on ways to make the process smooth. Always did a great job on preparing up for the process as well as expla all options available. Was very quick to respond to our questions. He never stopped taking...
read more
Reply from Jim Potts
October 31st, 2024 05:29 PM
Hey Sean, I appreciate your kind words and the stellar rating! It's fantastic to hear that you found my advice helpful and the process smooth. It was a pleasure to assist you with your lending needs and answer all your questions promptly. Remember,...
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Jim was very fast to respond to questions and document updates . Was a much easier process than I expected it would be
Reply from Jim Potts
October 21st, 2024 10:53 PM
Thanks for the stellar review, Steve! I'm thrilled to hear your experience was easier than expected. I strive to streamline the process and remain responsive for all my clients at Synergy One Lending, Inc. It was my pleasure to assist you....
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Jim and Laurie are very good at what they do, and we couldn't be more pleasant with our new home!!!!
Reply from Owner
October 31st, 2024 05:33 PM
Thanks for the great review, Jon! It was a pleasure to assist you with your new home. Laurie and I always strive to provide the best service at Synergy One Lending, Inc. We're thrilled to know you're happy with the result. Let us know if you...
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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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