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Balboa in San Diego, CA

Balboa, San Diego, CA

San Diego, CA
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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
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Location & Business Hours
Business Hours
Fri
9 AM to 5 PM
Sat
closed
Sun
closed
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Overall Ratings
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5 Star
92%
4 Star
6%
3 Star
1%
2 Star
1%
1 Star
2%
Reviews from Web
  • Encompass
    V
    Valorie S
    Mission Viejo, CA
    Posted on July 30th, 2020 04:09 PM
    Communication is number 1 in my book. Thanks so much for a great experience.
    Reply from Jim Potts
    December 28th, 2024 09:35 PM
    I'm thrilled to hear that you had a great experience, Valorie. Communication is also a top priority for me, so I'm glad that aspect of our interaction stood out. Your feedback means a lot and it's great to know that our efforts at Synergy One...
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    Debra S
    Mission Viejo, CA
    Posted on July 30th, 2020 12:11 PM
    Jim Potts is very knowledgeable and accessible. He is friendly and efficient. We would definitely recommend him and his team.
    Reply from Jim Potts
    December 28th, 2024 09:35 PM
    Thank you for your kind words, Debra. It's great to hear that you found our service knowledgeable and efficient. We strive to always be accessible and friendly to all our clients. Your recommendation means a lot to us. Looking forward to assisting...
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    C
    Carlos G
    San Diego, CA
    Posted on July 25th, 2020 03:21 PM
    It has been a pleasure working with Jim and his team
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    Jeremy Y
    Spring Valley, CA
    Posted on June 29th, 2020 03:41 PM
    Everything flowed nicely Jim worked all the kinks out so things went smoothly
    Reply from Jim Potts
    December 28th, 2024 09:35 PM
    Jeremy, it's fantastic to hear that you had a pleasant experience with us at Synergy One Lending, Inc. I'm pleased to know that I could help make the process a smooth one for you. Your positive feedback and the five-star review mean a lot....
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    Lindsey K
    Spring Valley, CA
    Posted on June 29th, 2020 01:27 PM
    Great response time, informative, beyond helpful.
    Reply from Jim Potts
    December 28th, 2024 09:36 PM
    Lindsey, thank you for the 5-star review! It was a pleasure working with you. I'm glad to hear that my response time and helpfulness met your expectations. It's always my goal to provide top-notch service to everyone I assist. The team at Synergy...
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    Penny L
    POWAY, CA
    Posted on May 20th, 2020 01:18 PM
    Everyone went out of their way to make sure that I had everything done as soon as possible. Especially Evette..
    Reply from Jim Potts
    December 28th, 2024 09:36 PM
    Hey Penny, I greatly appreciate your fantastic review and the five-star rating! It was a pleasure to work with you and I'm thrilled to hear that you found our services at Synergy One Lending, Inc. particularly efficient. You can count on Evette...
    read more
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    Larry R
    Imperial, CA
    Posted on May 18th, 2020 11:25 PM
    Everything went remarkably well. A couple of glitches but overall good. Hard to get used to everything on line. Miss the old face to face and handshake days.
  • Encompass
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    Elizabeth L
    Imperial, CA
    Posted on May 18th, 2020 11:03 PM
    Jim went over and above to help us with our loan process. Both he and Evette were patient and understanding as we were sometimes lost in the requirements needed and the delays with the Covid 19. Each challenge was met with personal phone calls...
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  • Encompass
    S
    Sean B
    Posted on May 6th, 2020 03:35 PM
    Thank you so much for all of your assistance in getting our new home. Could not have done it with out you.
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    Carmen P
    Posted on May 1st, 2020 11:08 PM
    Jim was very responsive to any emails, texts or phone calls regarding the transaction.
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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