Balboa, San Diego, CA

San Diego, CA

4.83

(371)

Mortgage

Mortgage Loan Officer

Contact Info

(888) 995-1256

San Diego, CA

https://s1l.com/

Location & Business Hours

Business Hours

Fri

9 AM to 5 PM

Sat

closed

Sun

closed

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4.83

(371)

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Experience.com

4.8

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5.0

(17)

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4.96

(50)

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Overall Ibam pleased with the outcome and appreciate Mr. Potts. I suspect that it was a very busy time but the experience was a bit clunky with a few balls dropped and some miscommunications. Some of this was perhaps on the underwriters coming...

Gretzel was very informative and helpful, very satisfied with overall process and work

Jim and Laurie did an outstanding job of communicating and were also very forthcoming with support throughout the entire process. I highly recommend them to my family and friends.

Overall, the experience of working with Jim, Yvette and Laurie was quite pleasant. I found the entire group to be attentive to specific details for both of my loans which were being processed at the same time. Calls and/texts were responded...

Reply from Jim Potts

December 28th, 2024 09:21 PM

Hi Erika, Thank you so much for the wonderful review! It's always a pleasure to hear from our customers, and your kind words truly made my day. I'm really glad to hear that you had a positive experience with our team and felt reassured and...

Great Customer Service!!!!

Reply from Jim Potts

December 28th, 2024 09:21 PM

Thank you, James, for leaving such a positive rating and review! I'm thrilled to hear about your great customer service experience with Synergy One Lending, Inc. Knowing that you're satisfied with our service means a lot to me. If you ever...

Very knowledgeable in all aspects of finances. Went out of his way to provide and give updates regarding refi on loans that we may not have been aware of. Thank you Excellent client satisfaction.

Reply from Jim Potts

December 28th, 2024 09:22 PM

Thank you so much for your positive feedback, Bill! It was a pleasure working with you on your refi loan, and I'm glad to hear you found the updates helpful. At Synergy One Lending, Inc., we strive to keep our clients well-informed and comfortable...

Communication was amazing, thank you.

Reply from Jim Potts

December 28th, 2024 09:22 PM

I'm thrilled to hear that you were pleased with the communication, Susan. It's always my priority to keep client communication clear and prompt. Thank you for the fantastic rating and your kind words. Should you need assistance in the future...

Jim and the team at Senergy One were fast to respond to questions and helpfull through out the process

Reply from Jim Potts

December 28th, 2024 09:23 PM

I'm thrilled to hear such wonderful feedback, William. It was a pleasure to assist you throughout the process. Your positive review motivates us at Synergy One Lending, Inc to continue providing top notch service to our amazing customers. Thank...

Only lender willing to start the process while we were waiting for the county to update records. We locked in a great rate and looking forward to the savings.

Reply from Jim Potts

December 28th, 2024 09:23 PM

Thanks Ryan for recognizing our efforts! We always strive to provide the best possible service for our customers at Synergy One Lending, Inc. That's why we didn't hesitate to start the process while waiting for the county to update the records....

Jim Potts was prompt in his responses.

Reply from Jim Potts

December 28th, 2024 09:24 PM

I'm really glad to hear that you were satisfied with the promptness of my responses, Carissa. Feedback like yours serves as an encouragement to maintain our standard of service. I enjoyed working with you and appreciate your decision to choose...

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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.

Products & Services

Mortgage Loan Officer

FHA Home Loan

VA Home Loan

Jumbo Home Loan

Mortgage Refinance

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