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 didn’t take no for an answer and fought for us to make the deal happen even when some times it seemed it may not happen. He is on top of it with communication nights or weekends doesn’t matter what time. Obviously unhappy with our experience...
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Reply from Jim Potts
December 28th, 2024 09:04 PM
Thank you, Taylor, for taking the time to share your feedback. It is encouraging to hear that your experience with me was a positive one even though there were challenging times. I'm committed to providing the best service I can, regardless...
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It was a pleasure to work with Jim and Laurie. They were amazing throughout entire process. Always had great with communication, quick responses and were on top of it. I was nervous to work with someone out of state as we were initially working...
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Reply from Owner
November 10th, 2022 10:34 PM
Tylor thank you for trusting me to be your mortgage broker handle your Renovation Home Loan, especially because I was not local. My my team mate Mary was local. You were a dream to work with and were always very responsive to any requests we...
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Gretzel Hunt
The unconditional support professionalism and experience of miss Gretzel and the whole team was exceptional
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Changing loan directions after we had to decide not to do a renovation/build to a VA loan was very quick and easy.
Reply from Jim Potts
December 28th, 2024 09:05 PM
I'm glad to hear that transitioning your loan plan was a smooth process, Matthew. It's essential for us at Synergy One Lending, Inc. to provide efficient solutions for our clients. Despite the change in plans, I'm pleased you felt supported....
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Jim was very helpful throughout our very lengthy process of changes in plans (literal plans at one stage)
Reply from Jim Potts
December 28th, 2024 09:05 PM
Thanks for taking the time to leave a review, Cheryl! I'm glad to hear that you found my assistance valuable during the lengthy process. Changes in plans can indeed be challenging, but together we made it through. I appreciate your high rating...
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Jim Potts is supremely knowlegeable and a pleasure to work with. Highly recommend!
Reply from Owner
November 24th, 2022 07:56 PM
Thank you for your kind words, it was a pleasure and look forward to assisting you in the future if the need arises.
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I can't recommend Jim more highly! When you need a mortgage you want someone who can help you down the path with patience, knowledge, and integrity and that's Jim and his team. Definitely call them when you need a mortgage!
Reply from Owner
December 28th, 2024 09:05 PM
Brian, thank you so much for your kind words and stellar 5-star rating! I'm thrilled to hear you had such a positive experience with me and my team at Synergy One Lending, Inc. I strive to provide each client with patience, knowledge, and integrity,...
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Very much enjoyed working with Jim and the team. They are professional, Knowledgeable, and efficient. Would highly recommend for all your home loan needs.
Reply from Owner
December 28th, 2024 09:07 PM
I'm sincerely glad to hear that you've had a positive experience with us, Jennifer. As a team, we always strive to provide the utmost professionalism and efficiency, and it's fantastic to know that our efforts have been recognized and appreciated....
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Always answered my questions or concerns immediately.
Reply from Jim Potts
December 28th, 2024 09:07 PM
I'm glad to hear that you had a positive experience, Staci! I strive to provide timely responses to all inquiries, so it's great to know that you felt supported throughout our interactions. Thank you for taking the time to share your experience...
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Jim and Laurie were great to work with. Patient and got the deal done. I appreciate their effort and thats all o can ask for.
Reply from Jim Potts
August 23rd, 2022 07:06 PM
Steve thank you for trusting me to be your mortgage broker and to handle the Renovation loan for your new home purchase. These loans can be challenging but with your attention to details and prompt response to any item needed made it a smooth...
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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