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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
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    Jeremy L
    Eustis, FL
    Posted on March 26th, 2023 11:55 AM
    Great communication all around, especially since we are on opposite ends of the country.
    Reply from Jim Potts
    December 28th, 2024 09:01 PM
    I'm truly grateful for your positive feedback, Jeremy. Your words serve as an affirmation of the efforts we make to keep our lines of communication open and strong, even when we're miles apart. It's a pleasure to know that our geographic differences...
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    Kristina & J L
    Posted on March 25th, 2023 12:31 PM
    Very pleasant to have worked with Jim and Laurie. Very knowledgeable and was able to assist us with our loan from across country. The process was easy and fast and would be using them again to refinance in the future.
    Reply from Owner
    March 25th, 2023 05:14 PM
    Thank you for trusting me to be your Mortgage Broker and handle the loan for the purchase of your new home. It was a pleasure working with you and I appreciate how responsive in providing any needed documents you were. Enjoy your new home....
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    Kristina L
    Eustis, FL
    Posted on March 25th, 2023 12:28 PM
    Very knowledgeable considering not being in our state and being able to assist with our loan. Made the process very easy and fast. Jim and Laurie have been very pleasant and was great working with them.
    Reply from Jim Potts
    December 28th, 2024 09:02 PM
    Thank you so much for the kind words, Kristina. It was amazing working with you on the loan process. Your positive feedback means a lot to both Laurie and me. Even though we were not in your state, we're glad we could make the process smooth...
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    Nora E
    Posted on February 16th, 2023 08:42 PM
    Jim Potts has received a review with 5 star rating from Nora E
    Reply from Owner
    December 28th, 2024 09:02 PM
    I'm thrilled to hear you had a positive experience, Nora. Your feedback means a lot to me and everyone here at Synergy One Lending, Inc. It's always a pleasure to help guide customers through their lending journey, and I'm glad I could make...
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    Cecilia M
    El Paso, TX
    Posted on December 3rd, 2022 05:28 PM
    Knowledgeable, always available, positive! Mr. Potts is awesome, gets things done!
    Reply from Jim Potts
    December 28th, 2024 09:03 PM
    I'm genuinely humbled by your kind words, Cecilia. Your positive feedback means the world to me. I'm glad that I was able to meet your expectations and help you in your journey. I always strive to be available and positive for my clients. It...
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    Daniel M
    El Paso, TX
    Posted on November 24th, 2022 07:59 PM
    Mr. Potts and his teams unwavering dedication in ensuring his customers accomplish their goals.
    Reply from Jim Potts
    December 28th, 2024 09:03 PM
    It's truly heartening to hear such positive feedback, Daniel. I'm glad my team and I could live up to your expectations at Synergy One Lending, Inc. Our main endeavor is indeed ensuring our customers accomplish their goals. Your 5-star rating...
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    Danny M
    Posted on November 24th, 2022 07:01 PM
    I do not usually write reviews, however, Mr. Potts and his team did an exceptional job in assisting us buy a house when we first arrived to California from Texas in 2014. He served as our Financial Advisor and helped us navigate the different...
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    Reply from Owner
    November 24th, 2022 07:53 PM
    Danny as always it was a pleasure to be trusted as your Mortgage Broker for your new home purchase in TX. It is clients like you that make it worth going the extra mile. You make the process smooth as you are quick to provide any required paperwork....
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    Kurt H
    Merlin, OR
    Posted on November 15th, 2022 12:24 AM
    Actually we worked with Jim through our local Synergy One lender because of the type of loan (rehab). We would likely stay with our local contact, Mary Tillery.
    Reply from Jim Potts
    December 28th, 2024 09:04 PM
    Appreciate your feedback, Kurt. I'm pleased to hear that your experience with Synergy One Lending, Inc. was satisfactory. Though you worked with Mary Tillery locally, rest assured that I am always here to provide any assistance or answer any...
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    Taylor E A
    Merlin, OR
    Posted on November 11th, 2022 10:42 PM
    Jim didn’t take no for an answer and fought for us to make the deal happen even when some times it seemed it may not happen. He is on top of it with communication nights or weekends doesn’t matter what time. Obviously unhappy with our experience...
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    Reply from Jim Potts
    December 28th, 2024 09:04 PM
    Thank you, Taylor, for taking the time to share your feedback. It is encouraging to hear that your experience with me was a positive one even though there were challenging times. I'm committed to providing the best service I can, regardless...
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    Taylor A
    Posted on November 10th, 2022 10:00 PM
    It was a pleasure to work with Jim and Laurie. They were amazing throughout entire process. Always had great with communication, quick responses and were on top of it. I was nervous to work with someone out of state as we were initially working...
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    Reply from Owner
    November 10th, 2022 10:34 PM
    Tylor thank you for trusting me to be your mortgage broker handle your Renovation Home Loan, especially because I was not local. My my team mate Mary was local. You were a dream to work with and were always very responsive to any requests we...
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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
    View All
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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