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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
Tues
9 AM to 5 PM
Wed
9 AM to 5 PM
Thu
9 AM to 5 PM
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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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    Matthew C T
    Ormond Beach, FL
    Posted on October 25th, 2022 01:25 PM
    Changing loan directions after we had to decide not to do a renovation/build to a VA loan was very quick and easy.
    Reply from Jim Potts
    December 28th, 2024 09:05 PM
    I'm glad to hear that transitioning your loan plan was a smooth process, Matthew. It's essential for us at Synergy One Lending, Inc. to provide efficient solutions for our clients. Despite the change in plans, I'm pleased you felt supported....
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  • Encompass
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    Cheryl T T
    Ormond Beach, FL
    Posted on October 25th, 2022 12:38 PM
    Jim was very helpful throughout our very lengthy process of changes in plans (literal plans at one stage)
    Reply from Jim Potts
    December 28th, 2024 09:05 PM
    Thanks for taking the time to leave a review, Cheryl! I'm glad to hear that you found my assistance valuable during the lengthy process. Changes in plans can indeed be challenging, but together we made it through. I appreciate your high rating...
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    Ella G ( 1
    Posted on October 7th, 2022 01:54 AM
    Jim Potts is supremely knowlegeable and a pleasure to work with. Highly recommend!
    Reply from Owner
    November 24th, 2022 07:56 PM
    Thank you for your kind words, it was a pleasure and look forward to assisting you in the future if the need arises.
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    Brian C
    Posted on September 28th, 2022 03:41 AM
    I can't recommend Jim more highly! When you need a mortgage you want someone who can help you down the path with patience, knowledge, and integrity and that's Jim and his team. Definitely call them when you need a mortgage!
    Reply from Owner
    December 28th, 2024 09:05 PM
    Brian, thank you so much for your kind words and stellar 5-star rating! I'm thrilled to hear you had such a positive experience with me and my team at Synergy One Lending, Inc. I strive to provide each client with patience, knowledge, and integrity,...
    read more
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    Jennifer G
    Posted on September 27th, 2022 08:27 PM
    Very much enjoyed working with Jim and the team. They are professional, Knowledgeable, and efficient. Would highly recommend for all your home loan needs.
    Reply from Owner
    December 28th, 2024 09:07 PM
    I'm sincerely glad to hear that you've had a positive experience with us, Jennifer. As a team, we always strive to provide the utmost professionalism and efficiency, and it's fantastic to know that our efforts have been recognized and appreciated....
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  • Encompass
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    Staci S
    El Centro, CA
    Posted on September 20th, 2022 04:36 PM
    Always answered my questions or concerns immediately.
    Reply from Jim Potts
    December 28th, 2024 09:07 PM
    I'm glad to hear that you had a positive experience, Staci! I strive to provide timely responses to all inquiries, so it's great to know that you felt supported throughout our interactions. Thank you for taking the time to share your experience...
    read more
  • Encompass
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    Stephen K
    Lake Havasu City, AZ
    Posted on August 23rd, 2022 09:02 AM
    Jim and Laurie were great to work with. Patient and got the deal done. I appreciate their effort and thats all o can ask for.
    Reply from Jim Potts
    August 23rd, 2022 07:06 PM
    Steve thank you for trusting me to be your mortgage broker and to handle the Renovation loan for your new home purchase. These loans can be challenging but with your attention to details and prompt response to any item needed made it a smooth...
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    Crystal R C
    GOLD HILL, OR
    Posted on June 9th, 2022 02:51 AM
    In the beginning of this process I was working on my credit score. I took Jim's advice and got a credit monitoring service. When I was watching how the score was changing I knew it wasn't going to make the big jump we hoped for. Jim sent me...
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    Reply from Jim Potts
    June 15th, 2022 03:13 PM
    Crystal thank you for taking your time to let me know your experience and how you feel the process went for you. I strive to provide excellent service on these difficult renovation loans. What we successfully accomplished is to get you a $32,00...
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  • Encompass
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    Reynaldo R G
    Yuma, AZ
    Posted on June 8th, 2022 03:11 AM
    The team is knowledgeable and Amer all my questions
    Reply from Jim Potts
    December 28th, 2024 09:08 PM
    Thank you, Reynaldo! I'm thrilled to hear that you found our team at Synergy One Lending, Inc. knowledgeable and helpful. Providing clear answers to our clients' questions is a top priority for us. Your 5-star rating is greatly appreciated!...
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  • Encompass
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    Carmen A
    Yuma, AZ
    Posted on June 7th, 2022 01:23 AM
    The updates and comunicación from Jim’s team are excellent. We are very pleased with the services provided form this team of Experts. Highly recommended 🙂
    Reply from Jim Potts
    December 28th, 2024 09:08 PM
    I'm thrilled to hear that you had a positive experience with us, Carmen! At Synergy One Lending, Inc., we aim to provide top-notch service and communication, and your feedback reinforces that. Thank you for your kind words and recommendation....
    read more
  • 81–90 of 336
    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