BILL ANALYSIS                                                                                                                                                                                                    







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          |Hearing Date:April 13, 2009    |Bill No:SB                       |
          |                               |36                               |
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               SENATE COMMITTEE ON BUSINESS, PROFESSIONS AND ECONOMIC  
                                     DEVELOPMENT
                        Senator Gloria Negrete McLeod, Chair

                        Bill No:        SB 36 Author:Calderon
                        As Amended:March 17, 2009Fiscal: Yes

          
          SUBJECT:  Real estate licenses:  mortgages.
          
          SUMMARY:  Would bring California Real Estate Law, Finance  
          Lenders Law, and Residential Mortgage Lending Act into  
          compliance with the federal Secure and Fair Enforcement for  
          Mortgage Licensing Act of 2008 (the SAFE Act) by requiring those  
          engaging in mortgage loan origination activities to obtain a  
          license from Department of Corporations after meeting specified  
          requirements, or if a real estate licensee, obtain a license  
          endorsement from the Department of Real Estate after meeting  
          specified requirements.

           NOTE  :  This measure was heard in the Senate Banking, Finance and  
          Insurance Committee on April 1, 2009, and was passed out of that  
          Committee by a vote of 9 to 0.  The measure was referred to this  
          Committee to review those provisions related to the Real Estate  
          Law.

          Existing federal law:

          1)Requires pursuant to the SAFE Act all states to license  
            and register their mortgage loan originators through a  
            nationwide organization called the Nationwide Mortgage  
            Licensing System and Registry (NMLSR), and for any state  
            that does not implement a mortgage loan originator  
            licensing system in compliance with the SAFE Act by July  
            30, 2009, for the U.S. Department of Housing and Urban  
            Development (HUD) to establish a licensing system within  
            that state.

          2)Provides that states deemed by the Secretary of HUD to be  





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            making a good faith effort to establish a state licensing  
            law which complies with the SAFE Act may be granted one  
            additional year in which to comply.

          3)The SAFE Act defines the term "mortgage loan originator"  
            as (generally speaking) one who takes a residential  
            mortgage loan application or offers or negotiates terms  
            of a residential mortgage loan for compensation or gain.   
            Administrative and/or clerical employees are not included  
            within the definition, nor are real estate brokers who  
            don't broker mortgages.  SAFE creates a distinction  
            between mortgage loan originators who are employed by  
            depository institutions or subsidiaries of depository  
            institutions, and all other mortgage loan originators.  

          Existing law (The Real Estate Law):

          1)Establishes in the Business and Transportation Agency  
            (BT&H) the Department of Real Estate (DRE), the chief  
            officer of which is the Real Estate Commissioner and  
            specifies that the Commissioner, through the Department,  
            is responsible for the regulation of real estate  
            transactions and licensure of real estate agents, brokers  
            and salespersons.

          2)Specifies that a licensed real estate broker is a person  
            who may solicit borrowers or lenders for or negotiate  
            loans or collect payments or perform services for  
            borrowers or lenders or note owners in connection with  
            loans secured directly or collaterally by liens on real  
            property or on a business opportunity.

          3)Specifies other requirements for real estate brokers who  
            solicit borrowers or lenders or negotiate loans or  
            collect payments or perform services for borrowers or  
            lenders relative to loans secured by real property,  
            including a limited notification provision for brokers  
            who advance their own funds as defined. 

          4)Provides that the following conditions must be met for  
            issuance of a real estate broker's license:  (a) the  
            applicant has successfully passed the real estate broker  
            license examination; (b) the applicant must have held a  
            real estate salesman's license for at least 2 years and  
            be eligible for renewal of that license within 5 years of  
            the application for a broker's license, and must be  





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            actively engaged in the business of real estate  
            salesperson during that time; (c) furnish a full set of  
            fingerprints for purposes of conducting a criminal  
            history record check.  The Commission may waive certain  
            requirements based on whether the person is a licensed  
            attorney or has obtained additional education.

          5)Requires that all real estate licensees must comply with  
            continuing education requirements as specified by the  
            Commissioner pursuant to regulations.

          Existing law (California Finance Lenders Law (CFL Law), and  
          California Residential Mortgage Lending Act (CRML Act):

          1)Establishes in the Business and Transportation Agency  
            (BT&H) the Department of Corporations (DOC), the chief  
            officer of which is the  Commissioner of Corporations and  
            specifies that the Commissioner, through the Department,  
            is responsible for the licensure and regulation of  
            finance lenders and brokers and residential mortgage  
            lenders and servicers.

          2)Defines a "finance lender" as any person who is engaged  
            in the business of making consumer loans or making  
            commercial loans.  The business of making consumer loans  
            or commercial loans may include lending money and taking,  
            in the name of the lender, or in any other name, in whole  
            or in part, as security for a loan, any contract or  
            obligation involving the forfeiture of rights in or to  
            personal property, the use and possession of which  
            property is retained by other than the mortgagee or  
            lender, or any lien on, assignment of, or power of  
            attorney relative to wages, salary, earnings, income, or  
            commission.  Finance lender also includes a personal  
            property broker as referenced in Section 1 or Article XV  
            of the California Constitution.

          3)Provides that the following conditions must be met for  
            issuance of a financial lender's license:  (a) submit  
            information on an application as required by the  
            Commissioner; (b) furnish a full set of fingerprints and  
            related information for purposes of conducting a criminal  
            history record check; (c) file with the application  
            financial statements prepared in accordance with  
            generally accepted accounting principles that indicated a  
            net worth of at least twenty-five thousand dollars  





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            ($25,000); (d) evidence of a surety bond issued in the  
            amount of twenty-five thousand dollars ($25,000).

          4)Defines a "lender" as a person that (a) is an approved  
            lender for the Federal Housing Administration, Veterans  
            Administration, Farmers Home Administration, Government  
            National Mortgage Association, Federal National Mortgage  
            Association, or Federal Home Loan Mortgage Corporation,  
            (b) directly makes residential mortgage loans, and (c)  
            makes the credit decision in the loan transactions.

          5)Defines "mortgage servicer" or "residential mortgage loan  
            servicer"  similar to  that of a  "lender," and that they  
            directly service or offer to service mortgage loans.

          6)Provides that the following conditions must be met for  
            issuance of a finance lender, broker, residential  
            mortgage and servicers license:  (a) submit information  
            on an application as required by the Commissioner; (b)  
            furnish a full set of fingerprints and related  
            information for purposes of conducting a criminal history  
            record check at the discretion of the Commissioner; (c)  
            file with the application a statement of financial  
            solvency prepared by an independent certified public  
            accountant and access to supporting credit information as  
            required; (d) evidence of a surety bond issued in the  
            amount of fifty thousand dollars ($50,000).

          This bill:

          1)Would amend California's Real Estate Law, CFL Law and  
            CRML Act in compliance with the SAFE Act.  Specifically,  
            this measure would require mortgage loan originators, as  
            defined, who are licensed real estate brokers to apply  
            for and obtain a license endorsement from the DRE, or if  
            they are a mortgage loan originator employee of a  
            California licensed finance lender or  residential  
            mortgage lender to obtain a mortgage loan originator  
            license from the DOC, as applicable, and obtain a unique  
            identifier, as defined, before engaging in mortgage loan  
            origination activities in connection with a residential  
            mortgage loan in California.  

          2)Would require applicants for a DRE license endorsement or  
            DOC license to complete at least 20 hours of  
            pre-licensing education and successfully pass an  





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            examination on that material, submit to a criminal  
            history background check and a credit check, and meet  
            several requirements related to their personal character,  
            as a condition of being approved to act as a mortgage  
            loan originator. 

          3)Would further require licensed mortgage loan originators  
            to renew their DRE license endorsements and DOC licenses  
             annually  , by completing at least 8 hours of continuing  
            education, as specified, and continuing to meet the  
            minimum standards for license endorsement/ approval.

          4)Would provide that the Real Estate Law sections of this  
            measure are operative when the Commissioner of Real  
            Estate issues a finding that the Nationwide Mortgage  
            Licensing System and Registry is capable of two-way  
            electronic communication with the enterprise information  
            system maintained by DRE.

          5)Would provide that the CFL Law and CRML Act sections of  
            this measure are operative January 1, 2010, but would  
            further provide that no person is required to hold a  
            mortgage loan originator license under the CFL Law or  
            CRML Act, nor a mortgage loan originator license  
            endorsement under the Real Estate Law, before August 1,  
            2010.

          FISCAL EFFECT:  Unknown.  This measure has been keyed  
          "fiscal" by Legislative Counsel.  

          COMMENTS:
          
          1.Purpose.  According to the Author, this measure will  
            ensure that California is in compliance with the SAFE  
            Act, and, in doing so, avoid triggering action by the  
            Secretary of the U.S. Department of Housing and Urban  
            Development (HUD) to take over regulation of California's  
            mortgage loan originators.

          2.Background. 

             a.   SAFE Act Compliance Necessary.  On July 30, 2008,  
               President Bush signed the Housing and Economic  
               Recovery Act of 2008, whose provisions included the  
               SAFE Act.  As indicated, the SAFE Act requires all  
               states to license and register their mortgage loan  





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               originators through a nationwide organization called  
               the Nationwide Mortgage Licensing System and Registry  
               (NMLS Registry).  Any state that does not implement a  
               mortgage loan originator licensing system, in  
               compliance with the SAFE Act, by July 30, 2009, risks  
               direct intervention by HUD.

             Under the SAFE Act, HUD is authorized to establish and  
               maintain a mortgage loan originator system in any  
               state that fails to voluntarily comply with SAFE by  
               July 30, 2009.  States deemed by the Secretary of HUD  
               to be making a good faith effort to establish a state  
               licensing law which complies with the SAFE Act may be  
               granted one additional year in which to comply, before  
               risking HUD intervention.  Avoiding HUD intervention  
               will be critical, if California wishes to retain its  
               existing authority to regulate the mortgage-related  
               activities of its state licensees.

             The provisions of the SAFE Act were sponsored by the  
               Conference of State Bank Supervisors (CSBS) and  
               American Association of Residential Mortgage  
               Regulators (AARMR), two organizations which represent  
               state banking and mortgage lending regulators  
               nationwide.  In 2003, CSBS and AARMR developed the  
               idea for the NMLS Registry.  The system was officially  
               launched in January 2008.

             Prior to enactment of the SAFE Act, participation by  
               states in the NMLS Registry was voluntary.  Several of  
               the country's smaller states signed on, but lack of  
               participation among the country's larger states,  
               including California, hampered the registry's ability  
               to function as a truly national registry.

             In sponsoring the SAFE Act, CSBS and AARMR were seeking  
               to drive more states to sign on to its NMLS Registry.   
               Under the SAFE Act, participation in NMLS Registry  
               remains voluntary, but states that fail to participate  
               will lose regulatory authority over their mortgage  
               loan originators, a threat so great that no large  
               states appear willing to risk it through  
               non-participation.  To date, 23 states have signed on  
               to NMLS Registry, and most others are expected to sign  
               on by July 31, 2010.






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             In promotional material regarding the NMLS Registry,  
               CSBS and AARMR describe the system, as follows:   
               "Through NMLS Registry, licensed mortgage lenders,  
               bankers, broker companies and loan officers in  
               participating states are able to complete a single  
               uniform form electronically, regardless of the number  
               of states in which they are licensed.  This  
               information is housed in a secure centralized  
               repository available to mortgage regulators.   
               Licensees are able to access their own record 7 days a  
               week through the NMLS Registry website to update,  
               amend and renew their licenses, or apply for new  
               licenses?As mortgage companies and/or individuals  
               create a record for themselves and submit [it] to  
               their regulators, NMLS Registry will permanently  
               assign a unique identifying number to each record.   
               The unique identifying number allows regulators to  
               definitively track companies and professionals across  
               states and over time."

             b.   What the Safe Act Specifically Requires.  Under the  
               SAFE Act, mortgage loan originators who are not  
               employed by a depository institution or a subsidiary  
               of a depository institution must be both licensed by  
               their state and registered on NMLS Registry.  License  
               applicants must undergo background checks, submit to  
               credit checks, complete and successfully pass  
               pre-licensing education courses approved by NMLS  
               Registry, meet specific personal character  
               requirements specified in the SAFE Act, and, once  
               licensed, must complete annual continuing education  
               courses approved by NMLS Registry and submit  
               as-yet-unspecified call reports to NMLS Registry  
               annually.
             Mortgage loan originators employed by depository  
               institutions or their subsidiaries must register on  
               NMLS Registry, using rules to be established by the  
               Federal Financial Institutions Examination Council  
               (FFIEC), but need not be licensed.  Registrants will  
               have to undergo background checks, but are not  
               required to submit to credit checks, nor comply with  
               the education requirements that apply to mortgage loan  
               originators who are required to be licensed under the  
               Act.  The SAFE Act allows the five federal banking  
               agencies, through the FFIEC, to establish de minimis  
               exceptions from the rules to register.  However,  





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               because the FFIEC's regulations have not yet been  
               released, the details of their contents are uncertain.

             c.   How this Measure Implements the Requirements of the  
               SAFE Act.

                i.     Changes to the Real Estate Law  .  Under existing  
                 California law, licensed real estate salespersons  
                 and licensed real estate brokers may engage in  
                 activities that are defined in the SAFE Act as  
                 mortgage loan origination.  Real estate licenses may  
                 be issued to individuals or to corporations.  The  
                 SAFE Act will require these already-licensed  
                 individuals and corporations to obtain special  
                 mortgage loan originator license endorsements in  
                 order to continue engaging in activities for which  
                 no special license endorsement is currently  
                 required.  

               The SAFE Act requirements are similar to, but somewhat  
                 different from, the requirements for licensure under  
                 the Real Estate Law.  For example, real estate  
                 licensees must complete both pre-licensing education  
                 and continuing education classes, and must undergo  
                 background checks, all of which are required under  
                 the SAFE Act.  However, the personal character  
                 requirements under California's Real Estate Law are  
                 different than those under the SAFE Act (more  
                 stringent in certain places, less stringent in  
                 others), and California's real estate license cycle  
                 is four years long, rather than annual (thus, under  
                 existing California law, continuing education  
                 requirements must be satisfied over a four year  
                 period, rather than once annually).  

               Under the SAFE Act, licensed real estate salespersons  
                 and brokers who wish to continue engaging in  
                 mortgage loan origination activities must undergo  
                 brand new background checks and take different  
                 education classes in order to satisfy the SAFE Act  
                 mortgage loan originator licensing requirements.   
                 They will also have to continue to meet the SAFE  
                 Act's personal character requirements on an annual  
                 basis, in order to remain eligible to retain their  
                 license endorsements.  Corporations engaged in  
                 mortgage loan origination will have to register with  





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                 NMLS Registry and obtain a license endorsement for  
                 their company.  Corporations licensed under the Real  
                 Estate Law will also have to ensure that each of  
                 their mortgage loan originator employees obtains an  
                 individual mortgage loan originator license  
                 endorsement.  

                ii.    Changes to the CFL Law and the CRML Act  .  The  
                 SAFE Act will impact CFL Law and CRML Act licensees  
                 very differently than it will impact Real Estate Law  
                 licensees.  Under existing law, DOC licenses  
                 financial lender and residential mortgage lender  
                 corporations under the CFL Law and CRML Act and  
                 requires background checks on the persons  
                 controlling these corporations.   Individual   
                  employees  of these corporations are  not   licensed  ,  
                 nor are they subject to background checks (unless,  
                 as noted above, they are controlling persons in the  
                 organization).  Pre-licensing education and  
                 continuing education are  not  required.  

               Under the SAFE Act, every CFL Law and CRML Act  
                 employee who performs activities that meet the SAFE  
                 Act definition of a mortgage loan originator must be  
                 both licensed by California and registered on NMLS  
                 Registry.  Thus, employees who were previously  
                 untracked by the state will now be required to  
                 undergo a background check, submit to a credit  
                 check, complete pre-licensing education classes, and  
                 satisfy the SAFE Act's personal character  
                 requirements to obtain their licenses.  They will  
                 also have to comply with annual continuing education  
                 requirements and continue to meet the SAFE Act's  
                 personal character requirements in order to remain  
                 eligible to retain their licenses.  These  
                 requirements represent a significant change for CFL  
                 Law and CRML Act licensees, who have not previously  
                 had to ensure that their mortgage loan originator  
                 employees were licensed.

               This measure does not contain any amendments to the  
                 Banking Law or Credit Union Law, because the  
                 Department of Financial Institutions (DFI) does not  
                 believe any changes to these statutes are required.   
                 Instead, the DFI anticipates directing its licensees  
                 to follow the regulations that will be issued by  





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                 FFIEC, using regulatory authority the Department  
                 already has.

             d.   Is this Measure in Compliance with the SAFE Act?   
               CSBS's staff has reviewed this measure and believe, as  
               currently drafted, is in substantial compliance with  
               the provisions of the SAFE Act.  Although HUD has not  
               yet reviewed the bill (and, in fact, has not  
               identified anyone to whom states should send  
               legislation for review), HUD expects to rely very  
               heavily on CSBS to vet state SAFE Act compliance  
               legislation.  Thus, for all practical purposes, CSBS'  
               sign-off on a piece of state legislation is equivalent  
               to HUD sign-off.  A drafting map was prepared by  
               Senate Banking, Finance and Insurance Committee (BF&I)  
               staff to aid CSBS' and others' review of  this bill  
               for compliance with the SAFE Act.  It is appended to  
               this analysis for reference.

             As shown on that drafting map, and indicated by BF&I  
               staff, the vast majority of the provisions of this  
               bill pattern the Model Law drafted by CSBS and AARMR,  
               to help states achieve compliance with the SAFE Act  
                                                                                        and avoid intervention by HUD.  The two sections in  
               which this bill deviates from the Model Law are the  
               "definitions" section and "background check" section  
               of the Model Law.  The definitions sections of this  
               bill track SAFE Act language, rather than the Model  
               Law language, because the former is clearer as to  
               intent and coverage.  The CSBS has no concerns with  
               this deviation.

             The background check sections of this bill were  
               developed through negotiation with CSBS, California's  
               Department of Justice (DOJ), DRE, DOC, and BF&I  
               Committee staff when DOJ initially expressed concerns  
               with the Model Law background check language  
               originally amended into this measure.  The background  
               check language in the current version of this bill is  
               now acceptable to all of the parties to the  
               negotiation, including CSBS.

             This bill goes beyond the Model Law in one area, by  
               including a reporting requirement intended to give the  
               DRE important information about the  
               California-specific business activities of its  





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               mortgage brokering, lending, and servicing licensees.   
               DRE currently lacks this information, and will  
               continue to lack such information without an amendment  
               to augment the Model Law.  The list of specific  
               information to be requested of licensees on an annual  
               basis was developed, working closely with DRE, to  
               focus on those aspects of a licensee's business  
               activities of greatest interest to the Department.   
               CSBS has no concerns with the inclusion of this  
               provision.

          3.Related or Similar Legislation this Session.   SB 94   
            (Calderon) would prohibit persons from charging advance  
            fees to borrowers in connection with the modification of  
            the terms of the borrower's loan, require those who wish  
            to charge a fee for loan modification services (after  
            performing them) to provide specified notice to  
            borrowers, prohibit servicers from imposing any interest  
            or charge for performing services for borrowers in  
            connection with loan modifications or other forms of loan  
            forbearance of forgiveness; and close a loophole in the  
            California Finance Lenders Law.  This measure was  
            referred to the Senate Banking, Finance and Insurance  
            Committee and was passed out of that Committee on April  
            1, 2009 by a vote of 7 to 2.  It has been re-referred to  
            Rules Committee for possible referral to this Committee.

           SB 491  (Maldonado) would begin the process of amending  
            California's mortgage lending and brokering laws in  
            compliance with the SAFE Act.  This measure has been  
            referred to the  Senate Banking, Finance and Insurance  
            Committee and is to be re-referred to this Committee.

           AB 33  (Nava) would abolish the DOC, the DFI, the DRE and  
            the Office of Real Estate Appraisers and transfer all  
            powers, duties, purposes, jurisdiction, responsibilities  
            and functions of these agencies to a newly created  
            Department of Financial Services (DFS) and designate the  
            chief officer of the DFS as the Commissioner of Financial  
            Services.  This measure has been referred to the Assembly  
            Banking & Finance Committee and the Business and  
            Professions Committee.


           AB 34  (Nava) is a spot bill stating the intent of the  
            Legislature to place California in compliance with the  





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            SAFE Act.  This measure has been referred to the Assembly  
            Banking & Finance Committee.

           AB 260  (Lieu, Bass, and Nava) enacts duties, requirements  
            and prohibitions relating to higher priced mortgage loans  
            including the suspension or revocation of a license  
            granted by DRE, DOC, or DFI for violating any federal  
            laws related to mortgage loans.  This measure was passed  
            out of the Assembly Banking and Finance Committee by a  
            vote of 7 to 3, and has been re-referred to the Assembly  
            Judiciary Committee.

          4.Prior Related or Similar Legislation.   SB 1053  (Machado,  
            2008) would have required real estate brokers that make,  
            arrange, or service residential mortgages on property  
            containing one to four residential units to notify the  
            DRE within 30 days of entering the mortgage field and  
            upon exiting that field, and would require these brokers  
            to file specified reports with DRE on an annual basis,  
            documenting their level of compliance with applicable law  
            and regulation.  This measure was held in the Assembly  
            Banking and Finance Committee.

           SB 1240  (Machado, 2008) would have required real estate  
            licensees engaged in mortgage brokering, lending, and/or  
            servicing activities to notify DRE about those  
            activities, submit an annual business activities report,  
            and contract for a compliance review by an independent  
            public accountant on an annual or biennial basis,  
            depending on loan volume.  This measure was originally SB  
            1053 which was passed out of the Senate and then held in  
            Assembly Banking and Finance.  This measure was a gut and  
            amend in the Assembly.  However, it was vetoed by the  
            Governor, with a veto message requesting the Legislature  
            to send him a SAFE Act implementation bill to sign.

          5.Arguments in Support.  The  California Association of  
            Realtors  (CAR) is in support and believes that this  
            measure takes the appropriate approach toward SAFE Act  
            implementation by using an additional endorsement on the  
            real estate license and applying similar licensing  
            requirements to other types of loan originators regulated  
            outside of DRE.  CAR believes that this approach will  
            result in the least disruption of existing licensing  
            requirements and minimize compliance costs to both the  
            state and individual licensees.  CAR also speaks to the  





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            electronic exchange issue discussed immediately above by  
            stating, "we hope that in your role as Chair (Author)  
            that you can intervene with the federal entities involved  
            to ensure that state costs are minimized by allowing  
            electronic exchanges of databases and discipline  
            records."

          The  California Mortgage Association  (CMA) and the  Los  
            Angeles District Attorney's Office  support this measure,  
            because they believe that the state must act to implement  
            the SAFE Act.  CMA is concerned that failing to enact the  
            SAFE Act will risk intervention in the state's regulatory  
            affairs by HUD.  The Los Angeles District Attorney's  
            Office believes that complying with the SAFE Act will  
            provide important consumer protections.

          6.Support if Amended.  The  California Association of  
            Mortgage Brokers  (CAMB) is in support of this measure  
            with amendments.  CAMB is a strong supporter of the  
            intent of the SAFE Act, the implementation of reasonable  
            standards for the licensing of all mortgage loan  
            originators to the betterment of the industry and its  
            service to consumers.  However, CAMB would like to see  
            the following changes:  (1) for revocation or denial of  
            licenses based on new parameters in determining the  
            applicants financial responsibility, character, honesty,  
            etc., allow an appeal process; (2) try to consolidate  
            into one report both the reporting requirements for NMLS  
            Registry and the DRE "Business Activity Report"; and,  
            allow for the DRE Commissioner to consider certain  
            application requirements for a mortgage loan originator  
            license endorsement as already having been met through  
            the pre-existing licensing process in obtaining a real  
            estate broker's license.

           Consumers Union  (CU), the  California Reinvestment Coalition   
            (CRC) and several  other members of CRC's coalition  are  
            supportive of this measure if it is amended to go beyond  
            SAFE Act compliance, to additionally enhance consumer  
            protections, and reduce fraud in a way that they believe  
            will be meaningful for Californians.  These organizations  
            are requesting four amendments, as follows:  (1) include  
            sections on prohibited acts for real estate brokers and  
            residential mortgage lenders; (2) strengthen the list of  
            prohibited acts by including prohibitions against  
            steering, recommending default on an existing mortgage,  





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            originating loans without regard to a borrower's ability  
            to repay, charging yield spread premiums, charging  
            prepayment penalties, and engaging in bait-and-switch  
            tactics during one-on-one communications with a borrower;  
            (3) increase net worth or bonding requirements and  
            licensing fees for real estate brokers to the value of  
            the loans that a broker originated during the prior year;  
            and (4) extend the data reporting requirements in the  
            bill to include borrower race, ethnicity, and income, and  
            the quality of loans originated, and make the data  
            publicly available.

           Center for Responsible Lending  (CRL) indicates that it  
            would be in support of this measure if it were amended to  
            include additional and stronger reforms and argues  
            similar to CRC that it should include a bonding  
            requirement for mortgage brokers with a real estate  
            license and recommends a sliding scale bonding  
            requirement, depending on the broker's previous volume of  
            mortgage originations, with the amounts capped at  
            $500,000.  CRL also recommends that this measure should  
            codify a fiduciary duty between mortgage brokers and  
            borrowers and should prohibit brokers from steering  
            borrowers to more costly loans, and provide borrowers  
            with a right of action for violations of these important  
            protections.  CRL additionally recommends that there be  
            stronger underwriting and other lending standards as  
            specified.
          
          7.Remaining Issues to be Resolved.  According to BF&I  
            Committee staff and the Author, there appear to be  three   
            outstanding issues involving the SAFE Act implementation.  
             Two have been brought forward by industry, and one by  
            DRE.  Amendments to address the two industry issues are  
            being negotiated, and are expected to be resolved  
            shortly.  These issues generally involve questions of  
            whether employees of manufactured home dealers must be  
            licensed as mortgage loan originators and whether  
            individuals who help facilitate mortgage loan  
            modifications must be licensed as mortgage loan  
            originators.

          The one outstanding issue on which amendments are not  
            currently pending involves the operative date of the Real  
            Estate Law sections of the bill.  As currently drafted,  
            this bill provides that the operative date of the Real  





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            Estate Law sections of the bill is the date that the  
            Commissioner of Real Estate issues a finding that the  
            NMLS Registry is capable of two-way electronic  
            communication with the enterprise information system  
            (EIS) maintained by DRE.  The bill is drafted in this  
            way, to draw attention to a costly problem facing DRE and  
            its licensees, and to encourage CSBS and AARMR to reverse  
            their current position on two-way electronic  
            communications between the NMLS Registry and California's  
            DRE.

          According to CSBS, the NMLS Registry is not designed to  
            allow states to electronically upload information about  
            its licensees to the nationwide registry.  Instead, state  
            regulators will be expected to manually enter data  
            regarding license applicants.  Manual uploads may not be  
            a significant problem for a small state that did not  
            previously license the individuals required to obtain  
            mortgage loan originator licenses under the SAFE Act.   
            However, California's size, together with the fact that  
            DRE already maintains considerable information about most  
            of the individuals who will be applying to the Department  
            for license endorsements, are creating an enormously  
            costly problem for the Department and its licensees.

          Although the specific details of the programming that will  
            be required to accomplish two-way communication are  
            complicated, the issue can be described simply - without  
            a change in CSBS' position regarding electronic uploads  
            by states, DRE employees will be required to manually  
            enter specific information into the NMLS Registry for an  
            estimated 50,000 to 75,000 mortgage loan originator  
            licensees, on an annual basis.  (This estimate is  
            approximate and is based on an estimated 10,000 to 15,000  
            real estate brokers acting as mortgage loan originators,  
            each of whom will supervise an average of four real  
            estate salespersons acting as loan originators; all of  
            these individuals will need mortgage loan originator  
            license endorsements under the provisions of the SAFE  
            Act).

          The process of manually uploading data to NMLS Registry  
            will be time-consuming, labor-intensive, and costly, not  
            only because of the number of people expected to apply  
            for license endorsements from DRE, but also because of  
            CSBS' requirement that all licenses be renewed as of  





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            December 31st of each year.  Because rolling renewals  
            will not be allowed, California will be unable to spread  
            out the workload associated with license renewals across  
            twelve months; instead, the bulk of the work will fall  
            toward the end of the year, when license endorsements  
            expire.


          An estimate of the costs associated with these manual  
            uploads is currently being developed by DRE.  Those costs  
            will be of particular interest to DRE licensees, because  
            they will be passed on to applicants for mortgage loan  
            originator license endorsements.  Obtaining a streamlined  
            ability to electronically upload licensee information to  
            the NMLS Registry could potentially save applicants for  
            mortgage loan originator license endorsements a  
            considerable sum of money.

          California may have some leverage on this issue, in part  
            because CSBS and AARMR are expecting DRE to pay $500,000  
            toward development of the NMLS Registry, and in part  
            because the SAFE Act was authored by Senator Diane  
            Feinstein, who, one would imagine, might be receptive to  
            ameliorating unintended negative consequences of her bill  
            on her home state.

          8.Suggested Technical Amendments:  Suggest the following  
            technical amendments be made to this measure:

             a.   On page 6, line 10, strike "(d)" and insert "(c)"
             b.   On page 7, line 20, after the word "endorsement"  
               insert "pursuant to this article"
             c.   On page 7, line 37, strike "subdivision (b)" and  
               insert "paragraph (2) of subdivision (b)" 
          
          SUPPORT AND OPPOSITION:
          
           Support:  
          California Association of Realtors
          California Mortgage Association
          Los Angeles County District Attorney's Office

            Support if Amended:
            California Association of Mortgage Brokers
           California Coalition of Rural Housing
           California Reinvestment Coalition





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           Center for Responsible Lending
           Consumer Action
           Consumers Union
           East Bay Asian Local Development Corporation
           East LA Community Corporation
           EPACT Education Fund
           Fair Housing Council of San Diego
           Fair Housing Law Project
           Law Foundation of Silicon Valley  

           Opposition:  None Received.


          Consultant:Bill Gage