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
for
Great communication all around, especially since we are on opposite ends of the country.
Reply from Jim Potts
December 28th, 2024 09:01 PM
I'm truly grateful for your positive feedback, Jeremy. Your words serve as an affirmation of the efforts we make to keep our lines of communication open and strong, even when we're miles apart. It's a pleasure to know that our geographic differences...
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Very pleasant to have worked with Jim and Laurie. Very knowledgeable and was able to assist us with our loan from across country. The process was easy and fast and would be using them again to refinance in the future.
Reply from Owner
March 25th, 2023 05:14 PM
Thank you for trusting me to be your Mortgage Broker and handle the loan for the purchase of your new home. It was a pleasure working with you and I appreciate how responsive in providing any needed documents you were. Enjoy your new home....
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Very knowledgeable considering not being in our state and being able to assist with our loan. Made the process very easy and fast. Jim and Laurie have been very pleasant and was great working with them.
Reply from Jim Potts
December 28th, 2024 09:02 PM
Thank you so much for the kind words, Kristina. It was amazing working with you on the loan process. Your positive feedback means a lot to both Laurie and me. Even though we were not in your state, we're glad we could make the process smooth...
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Jim Potts has received a review with 5 star rating from Nora E
Reply from Owner
December 28th, 2024 09:02 PM
I'm thrilled to hear you had a positive experience, Nora. Your feedback means a lot to me and everyone here at Synergy One Lending, Inc. It's always a pleasure to help guide customers through their lending journey, and I'm glad I could make...
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Balboa
Balboa has received a review with 5 star rating from James A
for
Balboa
Balboa has received a review with 5 star rating from Yolanda C
Reply from Owner
December 29th, 2022 12:00 AM
Thank you for trusting me as your mortgage loan office and handling the refinance of your home.
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Knowledgeable, always available, positive!
Mr. Potts is awesome, gets things done!
Reply from Jim Potts
December 28th, 2024 09:03 PM
I'm genuinely humbled by your kind words, Cecilia. Your positive feedback means the world to me. I'm glad that I was able to meet your expectations and help you in your journey. I always strive to be available and positive for my clients. It...
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Mr. Potts and his teams unwavering dedication in ensuring his customers accomplish their goals.
Reply from Jim Potts
December 28th, 2024 09:03 PM
It's truly heartening to hear such positive feedback, Daniel. I'm glad my team and I could live up to your expectations at Synergy One Lending, Inc. Our main endeavor is indeed ensuring our customers accomplish their goals. Your 5-star rating...
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I do not usually write reviews, however, Mr. Potts and his team did an exceptional job in assisting us buy a house when we first arrived to California from Texas in 2014. He served as our Financial Advisor and helped us navigate the different...
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Reply from Owner
November 24th, 2022 07:53 PM
Danny as always it was a pleasure to be trusted as your Mortgage Broker for your new home purchase in TX. It is clients like you that make it worth going the extra mile. You make the process smooth as you are quick to provide any required paperwork....
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Actually we worked with Jim through our local Synergy One lender because of the type of loan (rehab). We would likely stay with our local contact, Mary Tillery.
Reply from Jim Potts
December 28th, 2024 09:04 PM
Appreciate your feedback, Kurt. I'm pleased to hear that your experience with Synergy One Lending, Inc. was satisfactory. Though you worked with Mary Tillery locally, rest assured that I am always here to provide any assistance or answer any...
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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