Balboa
San Diego, CA
Synergy One Lending, Inc. is a San Diego based mortgage lender that puts the client first. We understand the needs, wants and concerns of the client, which is why we dedicate ourselves to providing the best customer experience for each tran...... Show More
Location & Business Hours
Tuesday
9:00 AM to 5:00 PM
Wednesday
9:00 AM to 5:00 PM
Thursday
9:00 AM to 5:00 PM
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Knowledgeable service
Reply from Jim Potts
May 14th, 2026 04:27 PM
Thank you, Pedro, for recognizing the knowledgeable service. I'm pleased to have been able to assist you again. I appreciate you as a long time client.
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They stuck with me through the whole process and helped us secure the funding we needed for our forever
Reply from Jim Potts
May 8th, 2026 03:06 PM
It was truly a pleasure working with you and Nathan to help secure your forever home — especially knowing this property has been part of your family for generations. That made this transaction even more meaningful.
Renovation purchase loans...
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Thank you 😊
Reply from Jim Potts
May 6th, 2026 06:11 PM
I appreciate your feedback, Nathan. If there's anything more I can assist you with, feel free to let me know.
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The whole process was so smooth and pretty much stress free. Jim took time to explain any questions that I had. Everyone was to kind, patient with me and helpful. I would highly recommend Jim and his team to friends for loan assistance.
Reply from Jim Potts
April 16th, 2026 11:26 PM
Mandy, thank you so much for the kind words this truly made our day! It was a pleasure working with you on your construction loan, and we're thrilled to hear the process felt smooth and stress-free. That's exactly what we strive for! The whole...
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Mr. Potts was very very nice and professional and easy to work with. He was very knowledgeable about the process I was dealing with. I love his professionalism.
Reply from Jim Potts
February 14th, 2026 05:35 PM
Thank you so much for the 5-star review. I really appreciate your kind words and I’m glad I could make the process clear and easy. It was a pleasure helping you structure your HomeStyle renovation loan for the remodeling project and keeping...
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Jim and his team were very helpful and answered all our questions throughout the entire process. We will be recommending them to anyone looking.
Reply from Jim Potts
January 27th, 2026 07:56 PM
Todd & Heidi, thank you for the 5-star review and for trusting me with such an important project.Your situation is a perfect example of why proper construction-loan structuring matters. I’m glad we were able to step in, restructure the financing...
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Jim's team are professionals; we received answers to all our questions and excellent assistance. Jim explained everything to us with ease, understanding, and patience.
Reply from Jim Potts
January 19th, 2026 09:24 PM
I'm pleased you felt well supported and received the answers you needed. It's important to me that everything is explained clearly, so I'm glad to hear I could assist you with ease and understanding. Thank you for taking the time to share your...
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There was two weeks where jim dint answer or respond to phone calls or text from me
Reply from Jim Potts
January 17th, 2026 04:53 PM
This transaction extended beyond the normal 45–60 day timeframe due to a contractor delay and the property being a unique log home that required a separate investor exception review. Throughout the process, the buyers and all parties received...
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Smooth closing
Reply from Jim Potts
December 31st, 2025 06:59 PM
Also great to work with you.
I'm pleased to know that the closing process went smoothly for you. If you need anything further, feel free to reach out.
Thank you for your feedback, Becky.
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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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About
Synergy One Lending, Inc. is a San Diego based mortgage lender that puts the client first. We understand the needs, wants and concerns of the client, which is why we dedicate ourselves to providing the best customer experience for each transaction.
Our core values drive our business from the ground up and are reflected among every department, employee, manager and executive. Striving for excellence is not just a goal to us, it's a state of mind.
Time Zone
Pacific Standard Time (PST)
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
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