LOAN CONSULTANT • NMLS#230507 • SYNERGY ONE LENDING
Manage credit card interest rates and flag areas that need future attention
Track your progress in our 6 month master sheet
"No one plans to try to refinance at 7 months pregnant - especially when the doctor is threatening to put you on bed rest. Toni worked like lightning to get our refi done before I went on maternity leave. It's because of her that I had my baby without worrying about my mortgage payments adjusting." • Melissa F.
Synergy One Lending is a San Diego based mortgage lender that puts the client first. Not only do we offer competitive rates, but 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.
Each month breaks down your income and spending into categories
Information carries over to future months so you don't waste time re-typing the basics