Synergy One Lending, Inc.'s Cover Image
S

Synergy One Lending, Inc., Santa Barbara, CA

Santa Barbara, CA
Company Logo
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
Company Logo
Location & Business Hours
Business Hours
Wed
9 AM to 5 PM(Open now)
Thu
9 AM to 5 PM
Fri
9 AM to 5 PM
View All days
Write a Review
Overall Ratings
Filter by Date
Range
Filter by Rating
5 Star
97%
4 Star
2%
3 Star
0%
2 Star
0%
1 Star
0%
Reviews from Web
  • C
    Cory A
    PALM DESERT, CA
    Posted on December 8th, 2022 07:41 PM
    Communication with myself and Client getting the loan was great. You were very pro-active to get things done quickly so that we were ready to close on-time or even early. Again, I am very pleased with the level of service provided by you and...
    read more
  • A
    Abraham W
    PALM DESERT, CA
    Posted on December 8th, 2022 04:45 PM
    BEING NOT VERY COMPUTOR LITERATE YOU QUIDED US THROUGH THE PROCESS VERY WELL.
  • for
    David Wright
    Encompass
    J
    Juanito S J
    San Diego, CA
    Posted on December 3rd, 2022 05:58 PM
    Excellent work
  • Encompass
    C
    Cecilia M
    El Paso, TX
    Posted on December 3rd, 2022 05:28 PM
    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...
    read more
  • for
    Solana Beach
    google
    T
    Tyler J
    Posted on December 1st, 2022 12:00 AM
    Our lender, Jonathan JJ Jerotz, went above and beyond to help us find the best loan to suit our needs. He took time to explain the entire process and answered every question we had along the way (and there were a lot of questions). JJ's communication...
    read more
  • for
    Dale Entrekin
    Encompass
    S
    Stephen M
    Yuma, AZ
    Posted on November 28th, 2022 01:00 PM
    Dale understood everything meaning the reasons why and communicated and followed up.
  • Encompass
    D
    Daniel M
    El Paso, TX
    Posted on November 24th, 2022 07:59 PM
    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...
    read more
  • google
    D
    Danny M
    Posted on November 24th, 2022 07:01 PM
    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...
    read more
    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....
    read more
  • S
    Soonjung K
    San Diego, CA
    Posted on November 22nd, 2022 07:01 PM
    He's professional.
  • for
    Daniel Gat
    Encompass
    A
    Alexandra M K
    Garden Grove, CA
    Posted on November 22nd, 2022 06:09 PM
    Daniel and Stephanie were very knowledgeable and provided helpful suggestions and options for my loan. They were very quick to respond and handled last minute alterations quickly and efficiently. Overall they were a pleasure to work with and...
    read more
  • 1981–1990 of 7910
    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
    Our Company

    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