

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
Was able to get it all done very quickly and efficiently
Mr. Jim Potts was very professional and guided us through the loan process with excellence. He also empathized with us during this stressful process. My husband and I are grateful to have done business with him. I feel like he definitely cares...
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Gretzel was efficient and attentive, helped me get a great loan in a short time!
Prompt, informative and honest answers to my questions. Speedy processing of documents. The synergy one app and portal made it easy to upload documents and see checklist items.
Reply from Jim Potts
December 28th, 2024 09:26 PM
I'm thrilled to hear that you found our process to be prompt and informative, Andrew. Your feedback is greatly appreciated and it was my pleasure to assist you. I'm glad that the Synergy One app and portal enhanced your experience and made...
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Professional and efficient work.
Jim was great and helped me out a lot. One his associates lacked the same communicative skills and know-how that put a slight crimp in the process, but overall I was highly satisfied.
Reply from Jim Potts
December 28th, 2024 09:27 PM
Christopher, thank you for your feedback and the perfect rating. I'm glad to hear that you were satisfied with the service. I apologize for any inconvenience caused due to the lack of communication from one of my associates. We're continuously...
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hi
Evette, your services are exceptional, thank you for guiding me thur the process.
Reply from Jim Potts
December 28th, 2024 09:27 PM
I'm delighted to hear that you found our services exceptional, Elva. It was a pleasure guiding you through the process. Your positive feedback means a lot, and it's wonderful to know that our efforts at Synergy One Lending, Inc., are appreciated...
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What made Gretzel’s service great was the entire experience, the level of timely information, professionalism, her great knowledge and most importantly, the fact that she exceeded my expectation, by delivering on time. I could not be any happier...
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Jim and his team are great. I always knew where in the process we were and what to expect next. They offered several options and were patient with my many questions. I have already referred them to a friend.
Reply from Jim Potts
December 28th, 2024 09:28 PM
Thank you so much, Lora, for the five-star rating and the wonderful review! I'm pleased to hear you appreciated the clear communication and patience of our team here at Synergy One Lending, Inc. That's exactly the kind of service we aim to...
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Well, I had a little problem with the App, but that might have my fault, but no worries. Jim Potts and his, (I hope I’m saying this right), assistant, Miss Evette Aitch were incredibly helpful, so I don’t really care about the app cuz it got...
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Reply from Jim Potts
December 28th, 2024 09:28 PM
I'm thrilled to hear your positive feedback, Curtis. Apologies for any inconvenience you faced with the app, and we're glad we could make the process smooth for you despite the hiccup. Your kind words about my team and I are truly appreciated....
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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://www.nmlsconsumeraccess.org/Enti-tyDetails.aspx/COMPANY/1907235