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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Jim and Denise and Carroll Evette and everyone else who helped made my dream come true best experience ever thanks so much could never ask for a better team Thank you from Wolfe family
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Reply from Jim Potts
December 28th, 2024 09:46 PM
Thank you, Carol, for your valuable feedback and the 4-star rating. I'm always here to help you with your lending needs at Synergy One Lending, Inc. I appreciate your trust and will continue to provide quality service to meet your expectations....
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Knowledgeable and friendly people
Reply from Jim Potts
December 28th, 2024 09:46 PM
Thank you so much for your positive feedback, Fidencio! I'm thrilled to hear that you found our team at Synergy One Lending, Inc. knowledgeable and friendly. It's always our goal to provide top-notch service and your 5-star rating lets me know...
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Jim made the transition easy. Very helpful.
Reply from Jim Potts
December 28th, 2024 09:47 PM
It's great to hear that you found the transition easy, Inge. I'm always here to help and make the lending process as smooth as possible. Your satisfaction is my top priority. Thank you for giving me and Synergy One Lending, Inc. a 5-star rating....
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The process was tough and this was a first go for me with a client so the areas where I was stressed was a process matter not a people matter. I learned a lot. Thank you for that!
Reply from Jim Potts
December 28th, 2024 09:47 PM
I'm glad to hear you learned a lot from the process, Brandie. It's true that first experiences can often be challenging, but they're also great opportunities for growth. I appreciate your understanding that any stress you experienced was due...
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Communication was great and everyone I dealt with was very nice and available to answer questions
Reply from Jim Potts
December 28th, 2024 09:48 PM
I'm glad to hear that you were pleased with our communication and service, Joseph. Your positive feedback means a lot to us here at Synergy One Lending, Inc. We aim to be there for our customers whenever they have questions, so it's rewarding...
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Jim and his team kept my client and me in the loop regarding her loan status. They were also very responsive to our questions.
Reply from Jim Potts
December 28th, 2024 09:48 PM
Appreciate your feedback, Karen. It's important for my team and I at Synergy One Lending, Inc. to keep our clients informed about their loan status and answer all queries in a timely manner. Sorry to see we fell short of a perfect rating; we'll...
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More one on one interaction.
Reply from Jim Potts
December 28th, 2024 09:49 PM
I appreciate your feedback, Juan. It's crucial for us at Synergy One Lending, Inc. to understand where we can improve. I agree that one on one interaction is essential and it is something I am committed to improving. I would be more than happy...
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We were in constant communication, there were no surprises, and Jim and his staff know how to finance country homes. I have nothing but great things to say!
Reply from Jim Potts
December 28th, 2024 09:49 PM
I'm truly elated to hear that you had a positive experience with us, Jennifer. At Synergy One Lending, Inc., we always strive for clear communication and expert knowledge. The fact that we could help you finance your country home without any...
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Jim Potts and his assistant, Evette, were quick to communicate and were always available for me to answer questions and offer assistance. They made the home buying process easy!
Reply from Jim Potts
December 28th, 2024 09:50 PM
I'm glad to hear that you had a positive experience, Aubry. It was a pleasure assisting you with your home buying process. We, at Synergy One Lending, Inc., always strive to make the process as simple and efficient as possible. Thank you for...
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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