Balboa, San Diego, CA
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
Business Hours
Fri
9 AM to 5 PM
Sat
closed
Sun
closed
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Reviews from Web
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Gretzel Hunt
Everything handled smoothly and got a great rate
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Process was very smooth and instructions were clear.
Reply from Jim Potts
December 28th, 2024 09:24 PM
I'm glad to hear that you found our process smooth and instructions clear, Patrick. Your feedback is very important to us at Synergy One Lending, Inc. and we strive to provide the best experience possible. It was a pleasure serving you. Thanks...
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Really enjoyed doing business with Jim Potts and Evette! They were on top of everything and processed everything so quickly. Very Pleasant to deal with. I referred a friend who also used them for a refinance and was also very happy. Thanks...
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Reply from Jim Potts
December 28th, 2024 09:24 PM
Hi Annette, It's always a pleasure to hear from our clients regarding their positive experiences with us. I'm glad to know both Evette and I could facilitate a swift and pleasant process for your business needs. Your referral is greatly appreciated,...
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All my questions were answered in a timely manner, the information provided was exhaustive, and Jim was a real nice guy, as always.
Reply from Jim Potts
December 28th, 2024 09:25 PM
I'm pleased to hear that you found our interactions satisfactory, Ronald. Making sure all your questions are answered and providing comprehensive information is my top priority. It's always a pleasure to assist you. Thank you for choosing Synergy...
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Very professional and constant communication and detail to each step of the process. Easy to work with Jim and his staff. Would highly recommend. Thank you Jim for your excellent assistance in the refinancing of my home.
Reply from Jim Potts
December 28th, 2024 09:25 PM
Thank you so much for the glowing review, Rosemary. I'm delighted to hear that you found our communication and attention to detail up to the mark. Your recommendation means a lot to us here at Synergy One Lending, Inc. It was a pleasure assisting...
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The overall experience was great. Everyone was helpful as well.
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Gretzel Hunt
Gretzel has great communication skills, she's very understanding, kind and knowledgeable. I would refer her to all my clients, friends and family.
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Gretzel Hunt
Gretzel delivered beyond the expected. Our experience was very smooth and easy due to easy communication between us. We are very please with the service provide and happy to choose Gretzel as our loan agent.
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Every step was explained and professionally completed quickly! Jim and Evette were always available if I had a question. I explicitly trusted Jim because I have had business with him previously!
Thank you !
Reply from Jim Potts
December 28th, 2024 09:26 PM
I'm thrilled to hear that you had a positive experience, Cheryl! It was absolutely a pleasure to assist you again. Both Evette and I are always here to answer any questions you may have. Thank you for your kind words and your trust in us at...
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When I first spoke to Jim Potts, he was quick to send me the link to start my application process. From there Jim and his team were keeping me posted on their process and what the next steps would be and what I needed to get or do so they could...
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Reply from Jim Potts
December 28th, 2024 09:26 PM
Hi Barbara, Thank you for your fantastic review! I'm delighted to hear that you had a positive experience with us at Synergy One Lending, Inc. Ensuring our clients are comfortable, informed, and confident throughout the loan process is our...
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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.
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• https://s1l.com/licensing/
• https://www.nmlsconsumeraccess.org/Enti-tyDetails.aspx/COMPANY/1907235